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Patrimonium Asset Management AG

PRI reporting framework 2020

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PR 04. Incorporating ESG issues when selecting investments

04.1. 組織が不動産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。

04.2. ESG問題を不動産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。

Before buying a building/ or a construction project, our organisation controls if it responds to Minergie standards for new construction; If the building is equipped by photovoltaic installations, renewable energy heating system, double or triple glazed windows; If the building is not situated on a contaminated site; If the building requires asbestos remediation

Should there be major environmental exposures or other risks (e.g. building in a bad shape, too much renovations needed, building on a contaminated site, other exposures for inhabitants) we will not acquire a building.

Furthermore we are only acquiring buildings near to urban centers in order to be close to work places and public transportation (reduction of ecological footprint).

Should we identify any major environmental or other ESG risks but nevertheless decide to invest in a certain building, the risk will be taken into account in the acquisition price and we will agree on an price reduction with the buyer, as we will invest more in renovations to reach ESG criteria developed in our charter.

04.3. 貴社の不動産投資選定プロセスにおいて、どのESG問題が主に考慮されているかを記載し、問題毎に事例を3つまで挙げてください。 

説明 [任意]

          Installation of photovoltaic panel

説明 [任意]

          Connection to district heating system (heating without fuel oil)

説明 [任意]

          Inside renovations with sustainable materials (wood, paintings etc.)

説明 [任意]

          Inter-generational mix in new development projects with senior home, apartments for families and crèche for a better social contact

説明 [任意]

          Promoting allocation of large apartments to families with children

説明 [任意]


説明 [任意]

          Code of conduct to address conflicts of interests, anti-bribery and corruption measures are in place

説明 [任意]


説明 [任意]


04.4. 補足情報 [任意]

PR 05. Types of ESG information considered in investment selection (Private)

PR 06. ESG issues impact in selection process

06.1. 報告年度において、ESG問題が不動産投資の選択プロセスに影響を及ぼしたかどうかを明示してください。

06.2. 報告年度に、ESG問題が不動産投資の取引構造化プロセスに影響したかどうかを記載してください。

06.3. 補足情報 [任意]

As already mentioned in PR 04.2 and PR 05.2, we consider energy-saving possibilities and opportunities in order to lower the ancillary costs which creates value for our buildings due to a higher demand of the tenants. In the past we rejected investments because the acquisition price of a building was too high in comparison to the expected renovations in order to be profitable. In any case, we take ESG risks and opportunities into account when it comes to the term of the acquisition price. We consider other opportunities for value creation such as the acquisition of land with the possibility to build green quarters. Furthermore, we do not acquire land or buildings on contaminated sites.