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Patrimonium Asset Management AG

PRI reporting framework 2020

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Post-investment (monitoring)

PE 09. Proportion of companies monitored on their ESG performance

09.1. Indicate whether your organisation incorporates ESG issues in investment monitoring of portfolio companies.

09.2. Indicate the proportion of portfolio companies where your organisation included ESG performance in investment monitoring during the reporting year.

 (in terms of total number of portfolio companies)

09.3. Indicate ESG issues for which your organisation typically sets and monitors targets (KPIs or similar) and provide examples per issue.

ESG issues

List up to three example targets of environmental issues

Example 1

          Water consumption is monitored on a monthly basis. Target is a max. water consumption of 0.3 m3 per goods carrier; average water consumption for 2019
        

Example 2 (optional)

          Electricity consumption is monitored on a monthly basis. Target is a max. electricity consumption of 35 kWh per goods carrier; average electricity consumption in 2019
        

Example 3 (optional)

          Gas efficiency is monitored on a monthly basis. Target is a min. efficiency of 75%; average efficiency in 2019 was ~79%.
        

09.4. Additional information. [Optional]


PE 10. Proportion of portfolio companies with sustainability policy

10.1. Indicate if your organisation tracks the proportion of your portfolio companies that have an ESG/sustainability-related policy (or similar guidelines).

10.2. Indicate what percentage of your portfolio companies has an ESG/sustainability policy (or similar guidelines).

(in terms of total number of portfolio companies)

10.3. Additional information. [Optional]

Note that the fund currently holds only one investment, a relatively small industrial company. The company does not have a comprehensive, formal environmental policy in place.

Important environmental issues are identified and addressed by the management and are discussed with and monitored by the board. The related risks are assessed in the board at least on an annual basis and required action plans initiated/decided.

Key environmental factors are monitored and compared against targets on a regular basis (e.g. water and gas consumption).


PE 11. Actions taken by portfolio companies to incorporate ESG issues into operations (Not Completed)


PE 12. Type and frequency of reports received from portfolio companies (Not Completed)


PE 13. Disclosure of ESG issues in pre-exit (Not Completed)


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