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Patrimonium Asset Management AG

PRI reporting framework 2020

Export Public Responses

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PE 01. Description of approach to RI (Private)

PE 02. Investment guidelines and RI

02.1. Indicate whether your organisation’s investment activities are guided by a responsible investment policy / follow responsible investment guidelines.

02.2. Describe how your organisation outlines expectations on staff and portfolio companies’ approach towards ESG issues in investment activities.

Overall ESG Policy has been established and ESG-issues must be considered and addressed in each investment documentation (Investment summaries and proposals).

ESG issues are addressed in portfolio companies, if necessary, through our representatives in the board and projects are defined jointly with management. Important projects may be defined pre-investment stage as part of e.g. the 100-day plan. ESG-reporting is done by portfolio companies on an annual basis and shall be integrated further in the regular reporting to the fund manager.