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Sanso Investment Solutions

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]

Sanso Investment Solutions is an independent asset management company headquartered in Paris, France. The company manages approximately EUR 900M at the end of 2019 and employs 24 people.

The company manages equity, fixed income, and balanced funds as well as funds of funds and wealth management mandates.

The client base is evenly split between institutional investors and retail clients, mostly IFAs advising high net-worth individuals. The ability to design investment solutions tailored to the needs of its clients is one of the key differentiators of the firm. Half of the assets are managed through dedicated funds or mandates.

The second key differentiator is the implementation of a SRI policy to the vast majority of the assets the firm manages. Hence the decision was taken to sign up to the PRI right after the creation of the firm in June 2017.

We signed a contract with MSCI to get ESG, carbon and SDG exposure data. We selected ISS to support us in the implementation of our voting policy which is deployed since January 2019.

We also strengthened the integration of ESG in all our investment processes, provided several ESG trainings to employees, organized or took part in various ESG events and supported several ESG initiatives.  

At the beginning of 2020 Sanso IS got to the top of the independant ESG rating agency Ethifinance's "Responsible Strategy" ranking. This ranking compares the ESG strategies of more than 200 French Asset Managers whose asset under management does not exceed EUR 5 Bn.

 

 


OO 02. Headquarters and operational countries

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

France

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).

24 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 10-50% 29
Fixed income 10-50% 17 10-50% 26
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 <10% 6
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 <10% 6 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 (Private)


OO 09. Breakdown of AUM by market

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

98 Developed Markets
1 Emerging Markets
1 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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