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AMF

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

01.3. Additional information. [Optional]

With SEK 656 billion (2019-12-31) in assets managed for approximately 4 million customers, AMF is one of Sweden's leading pension companies and one of the largest owners on Nasdaq OMX Nordic Stockholm.

AMF is a limited liability life insurance company that is owned equally by the Swedish Trade Union Confederation (LO) and the Confederation of Swedish Enterprise. The company is run according to mutual principles, entailing that AMF's profits accrue in their entirety to the customers.

AMF's focus is on occupational pensions for both individuals and companies. All products are offered either as traditional life insurance or as unit-linked insurance. In addition, the fully owned subsidiary AMF Fonder AB offers direct savings in mutual funds. AMF Fonder has approximately SEK 149 billion in AUM (2019-12-31) which is included in the number SEK 656 billion above.

AMF Fonder AB (mutual funds) and AMF Fastigheter AB (real estate) are subsidiaries with their own operations. The operations and work of these companies is regulated by their individual Articles of Association and internal policy documents. AMF Fonder AB is also regulated by Swedish mutual funds legislation. The subsidiaries manage operations that AMF has identified value-added in them being conducted independently, or as required by law. Those parts of operations where there are advantages of coordination or economies of scale with other parts of the group are managed jointly as far as possible. There are agreements between these companies that regulate the purchase and sale of services that comply with internal regulations.


OO 02. Headquarters and operational countries

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

Sweden

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).

350 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

04.5. 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% 49 <10% 1
Fixed income 10-50% 27 0 0
Private equity 0 0 0 0
Property 10-50% 14 0 0
Infrastructure <10% 1 <10% 1
Commodities 0 0 0 0
Hedge funds 0 0 <10% 1
Fund of hedge funds 0 0 0 0
Forestry <10% 1 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 1 0 0
Money market instruments <10% 1 0 0
Other (1), specify <10% 1 <10% 2
Other (2), specify 0 0 0 0

`Other (1)` specified

          Private debt and private (direct) equity
        

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 (Private)


OO 09. Breakdown of AUM by market

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

94 Developed Markets
6 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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