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Patrimonium Asset Management AG

PRI reporting framework 2020

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Communication [SG 19]

Direct - Fixed Income

ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]

Direct – Private Equity

Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]

Direct - Property

Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Outputs and outcomes [PR 15 - 16]

Direct - Infrastructure

Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Outputs and outcomes [INF 17 - 18] Communication [INF 19]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Direct - Infrastructure » Pre-Investment (Selection)

投資前（投資対象の選択）

INF 05. Incorporating ESG issues when selecting investments

05.1. 組織がインフラ投資先を選択する際、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。

組み入れている

05.2. ESG問題をインフラ投資の選択に組み入れる際のアプローチを説明してください。

Decision to invest only in the railway sector as this is the most energy-efficient mode of freight transport. Rail contributes to minimize environmental harm from transport growth by generating significantly less carbon emissions than other transport modes.

We support via our investments the renewal of the European fleet of railcars to be used in the most efficient manner.

組み入れていない

INF 06. ESG advice and research when selecting investments (Not Completed)

INF 07. Examples of ESG issues in investment selection process

07.1. 組織の投資選定プロセスにおいてE / S / G問題の内どの問題が主として考慮されているかを明示するとともに、問題毎に典型的な例を3つまで挙げてください。

ESG問題

E（環境）

ESGの各問題について、典型的な例を3つまで挙げてください

          Investing in the railway sector in order to promote green modes of transport and reduce fossil energy.

S（社会）

G（ガバナンス）

07.2. 補足情報 [任意]

INF 08. Types of ESG information considered in investment selection (Not Completed)

INF 09. ESG issues impact in selection process (Not Completed)

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