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StatewideSuper

PRI reporting framework 2020

You are in Organisational Overview » Peering questions

Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies (Not Applicable)


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies (Not Applicable)


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality (Not Applicable)


OO SAM 01. Breakdown of externally managed investments by passive and active strategies

SAM 01.1. Provide a breakdown of your externally managed listed equities and fixed income by passive, active quant and, active fundamental and other active strategies.

Listed equity (LE)
0 Passive
15 Active - quantitative (quant)
85 Active - fundamental and active - other
100%
Fixed income - SSA
40 Passive
20 Active - quantitative (quant)
40 Active - fundamental and active - other
100%
Fixed income - Corporate (financial)
40 Passive
20 Active - quantitative (quant)
40 Active - fundamental and active - other
100%
Fixed income - Corporate (non-financial)
40 Passive
20 Active - quantitative (quant)
40 Active - fundamental and active - other
100%
Fixed income - Securitised
40 Passive
20 Active - quantitative (quant)
40 Active - fundamental and active - other
100%

SAM 01.2. Additional information [Optional].


OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)


OO PE 02. Typical level of ownership in private equity investments (Not Applicable)


OO PR 01. Breakdown of property investments (Not Applicable)


OO PR 02. Breakdown of property assets by management (Not Applicable)


OO PR 03. Largest property types (Not Applicable)


OO INF 01. Breakdown of infrastructure investments

INF 01.1. Indicate the level of ownership you typically hold in your infrastructure investments.

INF 01.2. Additional information. [Optional]

Statewide Super's two direct infrastructure investments are owned entirely by institutional investors and Statewide has around a 20% stake in each. Its other externally managed infrastructure assets are through managed funds. 


OO INF 02. Breakdown of infrastructure assets by management

INF 02.1. Provide a breakdown of your organisation’s infrastructure assets based on who manages the assets.

Infrastructure assets managed by

Breakdown of your infrastructure assets (by number)
Managed directly by your organisation/companies owned by you
Managed via third-party operators appointed by your organisation/companies owned by you
Managed by other investors/their third-party operators
Total100%

INF 02.2. Additional information. [Optional]

It is noted that whilst > 50% of infrastructure assets by number are managed by third party operators, these represent only 25% of infrastructure FUM


OO INF 03. Largest infrastructure sectors

INF 03.1. Indicate up to three of your largest infrastructure sectors by AUM.

Sector

Main infrastructure sectors (by AUM)

Largest infrastructure sector
Second largest infrastructure sector
          Ports and logistics
        
Third largest infrastructure sector

INF 03.2. Additional information.


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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