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Wafra Inc.

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Founded in 1985, Wafra Inc. (“Wafra”) is an alternative investment manager with assets under management across a range of investment strategies, including strategic partnerships, real assets, real estate, private equity, venture capital and liquid markets. We seek to provide long-term investment return solutions that can span not just years, but generations. Wafra believes environmental, social and governance (“ESG”) factors can help lead to long-term value creation and became a signatory to the United Nations Principles of Responsible Investment (“PRI”) in 2016. The Firm's approach to ESG investing is embedded in its heritage, with over 30-years of experience in managing customized portfolios for our clients, aligning their investments with their values.

Wafra recognizes the responsibility it holds towards its investors to make suitable investment decisions, manage risk and generate sustainable long-term returns. The Firm believes responsible ownership can lead to risk reduction, growth of investment efficiencies and increased brand value. Wafra takes a three-pronged approach to sustainability and investing:

  1. Endeavor to be good stewards of investor capital and act in the best interests of our fund clients and separately managed account investors (collectively, “clients”), by adhering to a high standard of ethics, honesty and transparency.
  2. Commit to integrating ESG factors in our investment decision-making process.
  3. Invest in long-standing, prudent partnerships and encourage long-term value creation best practices.

ESG analysis is embedded in Wafra's investment process in order to produce underwriting insights and drive value creation initiatives that can allow our investment teams to identify and build sustainable businesses. The Firm relies on PRI's standards to guide its investments and looks to create partnerships with ethical investors who share its long-term values. Wafra conducts screens on its investments for those that violate the UN Global Compact Principles (i.e. fundamental responsibilities in the areas of human rights, labor rights, environmental standards as well as bribery and corruption).

Wafra takes a hands-on approach when analyzing ESG factors within our decision-making process. We view investments as partnerships in which we aim to educate, engage and empower our portfolio companies to adopt best-in-class ESG practices and build long-term sustainable businesses.

Wafra's approach is further detailed in its Sustainable Investment Policy.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

167 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 16.7 0 0
Fixed income <10% 8.21 0 0
Private equity 10-50% 31 0 0
Property 10-50% 12.71 0 0
Infrastructure <10% 4.67 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 10-50% 26.27 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 0.45 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

99.54 Developed Markets
0.46 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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