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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 Strategy and Governance » Promoting responsible investment

責任投資の促進

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。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

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。

説明 

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

行動の頻度

説明 

          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).

行動の頻度

説明 

          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 https://www.unquote.com/dach/analysis/3018434/how-dach-players-are-adapting-to-esg).

行動の頻度

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)

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