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Patrimonium Asset Management AG

PRI reporting framework 2020

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You are in Direct - Property » Post-investment (monitoring and active ownership)

投資後(モニタリングおよび積極的な保有)

概要

PR 08. ESG issues in post-investment activities

08.1. 組織の不動産資産に関連する投資後の活動において、組織やプロパティマネジメント会社がESG問題を考慮しているかどうかを記載してください。

08.2. 組織の不動産資産に関連する投資後の活動において、組織やプロパティマネジメント会社が以下のESG問題を考慮しているかどうかを記載してください。

08.3. 組織の不動産資産に関連する投資後の活動において、組織やプロパティマネジメント会社がESG問題をどのように考慮しているかを説明してください。

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.


不動産のモニタリングおよび管理

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

09.1. 報告年度において組織またはプロパティマネジメント会社が管理する不動産資産のうち、ESGの目標(KPIなど)を設定し、モニタリングした不動産資産の割合を示してください。

(不動産資産の件数ベース)

09.2. 組織やプロパティマネジメント会社では、主として、どのESG問題を対象にどのような目標(KPIなど)を設定のうえ進捗をモニタリングしているのか明示してください

目標/KPI
進捗状況
          Decrease of electricity costs in buildings
        
          Photovoltaic panels production
        
          Implementation of energy labels
        
          20% of portfolio
        
          20% of portfolio
        
          50% of portfolio
        
目標/KPI
進捗状況
          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
        
          
        
目標/KPI
進捗状況
          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. 補足情報 [任意]

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)


不動産の開発および大規模改築

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

11.1. 実施中の不動産開発および大規模改築の中で、ESG問題が考慮されている割合を示してください。

(実施中の不動産の開発および大規模改築の件数ベース)

11.2. 組織の不動産の開発および大規模改築において、以下のESGが通常検討され、モニタリングされているかを明示してください。

11.3. 補足情報 [任意]

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.


入居者とのエンゲージメント

PR 12. Proportion of property occupiers that were engaged with

12.1. 報告年度において組織やプロパティマネジメント会社がESG問題についてエンゲージメントを行った不動産入居者の割合を明示してください。

(入居者数ベース)

12.2. 以下の実務および分野の内、組織やプロパティマネジメント会社にとって入居者とのエンゲージメント活動の一部となっている主なものを明示してください。

12.3. 補足情報 [任意]

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)


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