2021 YE — All values in USD billions — Source: CAMRADATA Live

Firm Information

PIMCO

401 Congress Ave, #2200, Austin, TX, 78701

Alexander Ade
Account Manager
Alexander.Ade@pimco.com

AUM, Firm Distribution

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm AUM Total FirmAUM 13.21 110.26 - 2,076.27 2,199.74

AUM Summary

Insurance - General Account 3rd PartyTotal
Fixed Income
147.18
Equity
Multi Asset
2.03
Private Markets
0.04
Total Firm
149.25
Total FirmTotal
Fixed Income
550.7
Equity
42.01
Multi Asset
46.09
Private Markets
116.7
Total Firm
755.5

Total Firm

Fixed Income Equity Multi Asset Private Markets Total Firm 550.7 42.01 46.09 116.7 755.5

Regions

US UK Europeex-UK MiddleEast Pacificex-Japan Japan Other 1,064.28 35.92 734.97 27.84 104.38 24.39 207.95

AUM Details

Fixed income3rd Party Total Firm
Asset/Mortgage Backed
1.75
1.75
Convertible
-
-
Corporate
29.69
29.69
Emerging Markets – Corporates
0.49
0.49
Emerging Markets – Sovereigns
2.74
2.74
Government
2.37
2.37
High Yield
-
-
Loans
0.28
0.28
Money Market
3.74
3.74
Multi-Sector Fixed Income
105.76
509.28
Municipals – Taxable
0.36
0.36
Municipals – Tax-Preferenced
-
-
Other
-
-
Multi Asset3rd Party Total Firm
Multi Asset
2.03
46.09
Equity3rd Party Total Firm
Asia
-
-
Emerging Markets
-
-
European inc. UK
-
-
Global
-
3.08
US
-
30.62
Other
-
8.30
Private Market3rd Party Total Firm
Hedge Funds
-
-
Infrastructure Debt
-
-
Infrastructure Equity
-
-
Private Debt
-
-
Private Equity
-
-
Property
-
-
Real Estate Debt
-
84.60
Other
0.04
32.10

Service Offerings & Client Profiles

Ancillary Services for InsurersYes/No
Investment Accounting Outsourcing
Y
Customized Portfolio Reporting
Y
Client Web Portal
Y
Peer Analytics
Y
Capital Modelling and Management
Y
Income and Cash Flow Projections
Y
 Yes/No
ALM Partnering
Y
Regulatory Assistance
Y
Strategic Asset Allocation Advice
Y
Tactical Asset Allocation / Multi-Asset Portfolio Management
Y
Client Conferences
Y
ESG Specific Products Available
Y

Insurance Client Relationship Size

< $338.6M $338.6M - $1.4B $1.4B - $6.8B $6.8B - $13.5B > $13.5B 194 85 17 1 2

Client Type Count

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm Total Firm 19 280 - 1,915 2,214

Notes
For further information about PIMCO and to learn more about the firm, their investment strategies and the services they provide to insurance firms please login to CAMRADATA Live.