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Patrimonium Asset Management AG

PRI reporting framework 2020

Export Public Responses

You are in Strategy and Governance » Promoting responsible investment


SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。




We are a member of the UNPRI and committed to the six Principles of Responsible Investment (PRI).

SG 09.2. Assets managed by PRI signatories (Not Applicable)

SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。


          Communication with co-investors and service providers and discussing RI issues with them, raise the topic of RI with them.



          This was done at RE events such as construction/building fairs (Baumesse) in which we promoted sustainable building (2000 Watt Area certificate, éco 21, Microgrid, oneliving).



          We encourage the adoption of responsible investment at meetings with other investment professionals (e.g. at credit lender meetings, industry conferences) or recently also via interviews or press articles (e.g. DACH Fundraising Report 2020 in Unquote, an Acuris Company


10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

Private Debt: We declined financing requests due to the current situation of a company because they were not compatible with our understanding of RI. We encouraged the companies to come back when they improved the situation.

Furthermore, we have an ESG-questionnaire to be completed yearly by our borrowers. In this questionnaire, there is a question whether the companies are UNPRI members. By posing the question we raise the awareness for the PRI and encourage their adoption.

Real Estate: Our Real Estate staff speaks publicly about sustainable building at events such as the building/construction fair (Baumesse). Especially, our 2000 Watt quarter was highlighted in several speeches. This is a quarter with especially low energy costs and constructed to high sustainability standards (further details in the Property module).

In Real Estate, we make sure that the working conditions on the construction sites are controlled in order to ensure the social aspect of ESG. We communicate clearly with our service providers that good working conditions are important for us.

SG 11. Dialogue with public policy makers or standard setters (Not Completed)