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Patrimonium Asset Management AG

PRI reporting framework 2020

Export Public Responses

You are in Direct – Private Equity » Post-investment (monitoring)


PE 09. Proportion of companies monitored on their ESG performance

09.1. 組織がポートフォリオ構成企業の投資モニタリングにESG問題を組み入れているかどうかを明示してください。

09.2. 報告年度のポートフォリオ構成企業の中で、投資のモニタリングにESGパフォーマンスを組み入れた割合を記載してください。


09.3. 組織が通常目標(KPIなど)を設定し、モニタリングしているESG問題を記載し、問題別に例を挙げてください。




          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

例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

例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. 補足情報 [任意]

PE 10. Proportion of portfolio companies with sustainability policy

10.1. 組織がESG/サステナビリティに関連するポリシー(または同様のガイドライン)を有するポートフォリオ構成企業の割合を追跡しているかどうかを記載してください。

10.2. ESG/サステナビリティポリシー(または同様のガイドライン)を有するポートフォリオ構成企業の割合を記載してください。


10.3. 補足情報 [任意]

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)