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Patrimonium Asset Management AG

PRI reporting framework 2020

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Pre-investment (selection)

PE 05. Incorporating ESG issues when selecting investments

05.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

05.2. Describe your organisation`s approach to incorporating ESG issues in private equity investment selection.

ESG criteria have formally formed part of the Patrimonium team's decision-making process since 2009. Potential ESG issues are identified by analysing the value chain of a company's operations, interviewing management and physically visiting company premises, before being discussed as part of the risk analysis performed for every proposed investment.

If material risks or opportunities are identified, an external specialist firm may be engaged to help determine the appropriate actions for these issues in the transaction contracts and post-acquisition.

05.3. Additional information. [Optional]


PE 06. Types of ESG information considered in investment selection

06.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

06.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

Patrimonium has a 3-stage process to analyse and document its investment proposals for the Investment Committee (IC):

--A formal one-page investment analysis ("Teaser Check") is prepared

-A more comprehensive description of the investment case, including the valuation and the envisaged transaction structure, is prepared (i.e. the "Investment Summary").

-The Investment Proposal incl. DD reports covering also ESG-issues where deemed necessary

All documents do address risks and important issues as deemed relevant. The investment proposal must include a section regarding ESG issues and important potential issues will be reviewed together with the support of external experts as part of the due diligence process. The due diligence reports will always be disclosed to the IC and the directors of the General Partner before an investment decision is taken.


PE 07. Encouraging improvements in investees (Private)


PE 08. ESG issues impact in selection process (Private)


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