Our screening approach is built in such a way that the investment requirements related to the ESG thematic mentioned in Patrimonium’s company values, the relevant investment product documentation (e.g. prospectus, investment guidelines, etc.), and the various investor side letters and requests are fulfilled.
The resulting screening criteria are reviewed each time the requirements are modified. Should the screening criteria change, concerned investors are notified per Email.
Through a screening approach, potential portfolio companies which are active in any industry which is believed to be unethical, unsustainable or which goes against our company values are excluded from our investment universe at an early stage of the investment process in a very efficient way.
Patrimonium applies exclusion criteria on the following industries:
- Defense: e.g. Weapons & Ammunition manufacturing
- Energy:e.g. Tobacco, Alcohol
- Animals: e.g. Pelts, animal testing
- Ethical:e.g. Prostitution, Gambling, Pornography
Furthermore, land as a resource captures full attention from Patrimonium. Indeed, activities requiring deforestation imply alarming climate risks as well as further potential issues (endangered animal species, biodiversity reduction or confrontation with native tribes living in the affected regions). Patrimonium refuses to finance companies linked with activities requiring direct deforestation.