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Shell Asset Management Co

13F
Shell Asset Management Co
Last update 2024-02-16 1249 Stocks (41 new)
Value $2.17 Bil Turnover 2 %
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Shell Asset Management Co Profile

Shell Asset Management Co. is an asset management firm based out of The Hague in Netherlands. The company operates as the asset management arm of the Royal Dutch Shell PLC. Shell Asset Management Co. was previously known as Shell Pensioenfonds Beheer B.V. (SPB). Despite its name change, it has not changed in its operations to manage pension funds for its clients. The Shell Asset Management Co. is just one of the asset managers that are responsible for implementing the investment policy on behalf of the Shell Pension Fund, although it is the only internal asset management firm. The company has a leading role in the asset manager positions, appointing and directing the other external asset managers on behalf of the Pension Fund. The Shell Asset Management Co. allocates approximately 53% of its held assets in listed equities and alternative investments, respectively making up 36.5 and 16.5 percent of its total allocations, and allocations approximately 47% of its assets in fixed income investments. The funding ration for the Pension Fund is calculated with the “actuarial interest rate stipulated by DNB, based on the average of the preceding three months and the 'UFR'.” Its most recent year ended with a policy funding ratio of 124%, which indicated a 24% buffer zone that would be able to offset fluctuations in yield if it so happened to be necessary. Shell Asset Management Co. invests in a variety of equity and fixed income markets on a global scale, highly diversifying its assets across sectors. The company invests most heavily in the finance sector, which alone makes up over a fifth of its total asset allocations, and also invests in the information technology, health care, consumer discretionary, consumer staples, utilities and telecommunications, energy, materials, and industrials sectors, among others to a lesser degree, in order of decreasing allocation.
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