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Brummer & Partners AB

PRI reporting framework 2020

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OO 01. Signatory category and services

01.1. 組織が提供している サービスおよびファンドを選択してください。



          Private equity funds approximately 1,2% of AUM


01.2. 追加情報 [任意]

We currently manage 10 single strategy hedge funds and one fund of hedge funds (Brummer Multi-Strategy "BMS"). BMS only invests in the single strategy hedge funds managed within the Brummer group.

OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。


02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

355 正規職員

02.4. 補足情報 [任意]

Ever since our founding in 1995, a key focus for us has been to build a sustainable business model with the aim of generating a competitive and sustainable long-term risk-adjusted return for our clients. Our business model is characterised by investment management firms who manage their funds and run their businesses independently. We put a premium on preserving our innovative corporate culture, which enables our investment management teams to draw on the pool of knowledge and experience in the group. Our business model has proved compelling to skilled portfolio management teams who value the combination of entrepreneurship, experience and expertise that we offer.

All our funds pursue different investment strategies and together form a well diversified portfolio in Brummer Multi-Strategy (BMS). In our search for new investment management teams to add to the group, we look for investment strategies which we believe will improve BMS’s ability to generate a competitive and sustainable risk-adjusted return over time.

Brummer & Partners in brief:

  • Pioneer in the Nordics, founded 1995, privately owned
  • The business concept is to offer a well-diversified selection of actively managed funds by bringing together skilled managers with different investment strategies into a single corporate group
  • Entrepreneurial business model and joint ownership by Brummer & Partners and the fund managers
  • Approximately 350 employees in seven countries
  • Brummer & Partners AUM: USD 11.2 bn as of January 2020
  • Fund portfolio managers are encouraged to invest their personal financial wealth in the funds that they manage and normally do so

OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名機関となっている子会社があるかどうかを記載してください。

03.3. 補足情報 [任意]

We hold significant shares, but less than 50 per cent, of Carve Capital, Lynx Asset Management and Bodenholm Capital. The three companies submit their own transparency reports but their responsible investment activities are also reported upon in this report as they are part of the Brummer group's firm wide responsible investment activities.

OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。


04.2. 報告年度末のAUM合計を記載してください。

子会社のAUM(顧問業務/執行のみの資産を除きます)を含みますが、(OO 03.2で「いいえ」と回答した)報告しないことを選択したPRIの署名機関である子会社のAUMを除きます。
Total AUM
10億 100万
Assets in USD
10億 100万

04.4. 執行および顧問業務サービスを利用して運用する資産の報告年度末時点のAUM合計を記載してください。

04.5. 補足情報 [任意]

In our answer to indicator OO 04.2 we have included Carve Capital, Lynx Asset Management and Bodenholm Capital. Although they submit their own transparency reports we also report on their responsible investment activities in this report as they are a part of the firm-wide responsible investment initiative.

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

06.1. どのように資産クラス構成を開示したいかについて記載してください。



上場株式 0 0 0 0
債券 0 0 0 0
プライベートエクイティ 0 0 0 0
不動産 0 0 0 0
インフラ 0 0 0 0
コモディティ 0 0 0 0
ヘッジファンド >50% 67 0 0
ファンドオブヘッジファンズ 10-50% 32 0 0
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 0 0 0 0
短期金融市場商品 0 0 0 0
その他(1)(以下に具体的に記入してください) <10% 1 0 0
その他(2)(以下に具体的に記入してください) 0 0 0 0


          Private equity

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. 組織にオフバランスシート資産はありますか?

06.5. 組織がフィデューシャリー・マネージャーを使うかどうかを記載してください。

06.6. AUM資産クラス分割について説明する情報を記載してください。 [任意]

OO 07. Fixed income AUM breakdown (Not Applicable)

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

OO 09. Breakdown of AUM by market

09.1. 組織のAUMの内訳を市場別に示してください。

79 先進国市場
19 新興国市場
2 フロンティア
0 その他の市場
合計100% 100%

09.2. 補足情報 [任意]