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Patrimonium Asset Management AG

PRI reporting framework 2020

Export Public Responses

You are in Direct – Private Equity » Pre-investment (selection)


PE 05. Incorporating ESG issues when selecting investments

05.1. デューデリジェンスで組織がプライベートエクイティ投資先を選定する際、通常ESG問題を組み入れているかどうかを記載してください。

05.2. ESG問題をプライベートエクイティ投資の選定に組み入れる際のアプローチを説明してください。

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. 補足情報 [任意]

PE 06. Types of ESG information considered in investment selection

06.1. プライベートエクイティの投資選択プロセスにおいて組織が通常どのような種類のESG情報を考慮するかを記載してください。

06.2. 投資委員会または類似の委員会において、この情報がどのように報告・検討・文書にまとめられているかを記載して下さい。

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)