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HRL Morrison & Co Ltd

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]

Morrison & Co is a leading alternative asset manager with experience across infrastructure and property in both private and listed markets. Morrison & Co combines deep sector knowledge, asset management capability, and operational expertise to deliver exceptional risk-adjusted returns for clients. 

Morrison & Co was founded in 1988, and today manages multiple client mandates with total consolidated assets under management of over US$10 billion.

We invest on behalf of sovereign wealth funds, pension funds, family offices, endowments and other public and private pools of capital. In 1994, Morrison & Co launched Infratil, one of the world's first listed infrastructure funds and has subsequently added a number of Australasian sovereign wealth and pension fund clients. In July 2018 Morrison & Co took over management of UTA and its portfolio of core infrastructure assets. Morrison & Co's investment mandates are tailored to each client and variously cover private and listed markets, equity and debt, and asset-specific management relationships.

Today we have a number of separately managed accounts and a growing family of co-mingled products offering public-private partnership, real estate and infrastructure exposure.

Investment Management Approach

Morrison & Co is focused on ideas that matter. We use an active management approach to convert our insights into superior returns for our investors.

We focus on ideas that matter:

  • Our focus areas include renewable energy and energy networks, airports and transport infrastructure, essential eldercare services, data infrastructure, water, waste and a broad range of property and social infrastructure; and
  • Growing from our home markets in Australia and New Zealand, today we are global investors with significant assets under management in Australia, New Zealand, the United Kingdom and North America.

We develop unique insights by:

  • Harnessing significant operational expertise in our target sectors;
  • Consistently identifying and understanding the emerging trends in infrastructure and essential services ahead of the market;
  • Combining investment analysis and our asset management experience to optimise the performance of assets and future options; and
  • Incorporating ESG practices across the entire investment processes.

Our businesses enhance the economic potential of the regions they operate in by:

  • Being an integral part of the community; and
  • Reinvesting gains in future capability and sharing value broadly across various stakeholders.

OO 02. Headquarters and operational countries

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

New Zealand

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).

132 FTE

02.4. Additional information. [Optional]

Morrison & Co has offices in Wellington (head office) and Auckland, New Zealand; Sydney, Brisbane and Melbourne, Australia; Hong Kong and London, United Kingdom. The majority of Morrison & Co employees are based in Wellington, New Zealand and Sydney, Australia.


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% 2.4 0 0
Fixed income <10% 0.4 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure >50% 97.2 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 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.

99.5 Developed Markets
0.5 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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