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Patrimonium Asset Management AG

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Communication [SG 19]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct – Private Equity
Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]
Direct - Property
Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Pre-Investment (Selection) [INF 05 - 09] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Outputs and outcomes [INF 17 - 18] Communication [INF 19]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Direct - Property » Post-investment (monitoring and active ownership)

Post-investment (monitoring and active ownership)

Overview

PR 08. ESG issues in post-investment activities

08.1. Indicate if your organisation, and/or property managers, considers ESG issues in post-investment activities relating to your property assets.

08.2. Indicate whether your organisation, and/or property managers, considers ESG issues in the following post-investment activities relating to your property assets.

08.3. Describe how your organisation, and/or property managers, considers ESG issues in post-investment activities related to your property assets.

The construction of new buildings is done according to high sustainability standards and contractors are required whenever possible, to implement and use processes aimed at reducing CO2 emission and improving recycling. In renovations, we use local and/or certified materials. In general, water, energy and electric performance and savings (Minergie and Microgrid certifications) are taken into account.  E.g. one of our construction sites is a certified 2000 Watt area, an association which combines the national efficiency guidelines for energy with the Paris Climate Agreement 2015. An inter-generational mix with families and seniors is favored, facilitating social contacts, security and help.

Property monitoring and management

PR 09. Proportion of assets with ESG targets that were set and monitored

09.1. Indicate the proportion of property assets for which your organisation, and/or property managers, set and monitored ESG targets (KPIs or similar) during the reporting year.

(in terms of number of property assets)

09.2. Indicate which ESG targets your organisation and/or property managers typically set and monitor

Target/KPI
Progress Achieved 
          Decrease of electricity costs in buildings
        
          Photovoltaic panels production
        
          Implementation of energy labels
        
          20% of portfolio
        
          20% of portfolio
        
          50% of portfolio
Target/KPI
Progress Achieved 
          Implementation of intergenerational mix in new construction projects
        
          Development of quarter application for tenants
        
          
        
          In our new construction in Erlenmatt and Oassis
        
          In our new construction in Erlenmatt and Oassis
Target/KPI
Progress Achieved 
          Rental restriction to unauthorized tenants / companies (for example seller of cigarettes, weapons, pornography, prostitution etc.)
        
          Guideline for housekeepers to use ecological cleaning products, recommendations for tenants in the buildings to raise the awareness of environmental issues such as recycling
        
          
        
          For the whole portfolio
        
          Not yet

09.3. Additional information. [Optional]

As this is the first reporting period for our company, we are still partly in the process of setting our targets and reflecting on how to monitor them. A lot of targets are in place but it stays difficult to concretely measure the progresses we make.

Generally, the housing standards in Switzerland where all of our assets are located are high. This allows us to have rather high goals when it comes to the development of environmentally saving measures in our Real Estate assets. Nevertheless, we constantly look to further improve our building standards.

PR 10. Certification schemes, ratings and benchmarks (Private)

Property developments and major renovations

PR 11. Proportion of developments and refurbishments where ESG issues were considered

11.1. Indicate the proportion of active property developments and major renovations where ESG issues have been considered.

(by number of active property developments and refurbishments)

11.2. Indicate if the following ESG considerations are typically implemented and monitored in your property developments and major renovations.

11.3. Additional information. [Optional]

All of our developments and major renovation already have a good ESG performance. In our development project, water and energy efficiency is always required. We also install solar panels for the production renewable energy. We use certified and sustainable construction materials like wood and paintings without solvent as much as possible. Our managers and contractors have been given the task to drive improvements in property sustainability performance and we ask them to comply with sustainable guidelines. As an asset management company, we have a fiduciary duty and are interested in an economic benefit. Many ESG issues have a positive impact on our investment performance: the selection of assets in proximity to urban centers and energy saving methods when constructing/renovating, greening roofs and parks etc. attract tenants and lower the risk of vacancy. Furthermore, we feel that the awareness for ESG is also rising on the investor site.

Occupier engagement

PR 12. Proportion of property occupiers that were engaged with

12.1. Indicate the proportion of property occupiers your organisation, and/or your property managers, engaged with on ESG issues during the reporting year.

(in terms of number of occupiers)

12.2. Indicate if the following practises and areas are typically part of your, and/or your property managers’, occupier engagements.

12.3. Additional information. [Optional]

Next year, our organisation wants to coordinate with real estate managers for the publication of sustainability guidelines for tenants containing information on waste minimisation, energy and water efficiency. Furthermore, we plan to organize visits and events to raise our tenants awareness for waste separation and minimisation.

However, as the majority of our property types are residential  it is very difficult to ensure that the tenants understand the sustainability attributes of the buildings.

PR 13. Proportion of green leases or MOUs referencing ESG issues (Not Completed)

Community engagement

PR 14. Proportion of assets engaged with on community issues (Not Completed)

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