This report shows public data only. Is this your organisation? If so, login here to view your full report.

Patrimonium Asset Management AG

PRI reporting framework 2020

Export Public Responses

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

A) 実施:スクリーニング

FI 04. Types of screening applied

04.1. 実施するスクリーニングの種類を記載してください。

ネガティブ/ 排他的スクリーニング

04.2. 組織内でアクティブ運用している債券に適用するスクリーニングのアプローチを記載してください。

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. 

04.3. 補足情報 [任意]

Patrimonium also carefully investigates methane emissions and potential gas leaks linked to the activities of our loan candidates. For example, energy producers using fracking methods represents a risk of methane leak which Patrimonium considers as too high to bear. Consequently, fracking is included in the list of industries that are out of our investment universe. 

FI 05. Examples of ESG factors in screening process (Private)

FI 06. Screening - ensuring criteria are met

06.1. 債券投資においてファンドスクリーニングの基準に違反がないことを確認するために組織が使用しているシステムを記載してください。


06.2. 補足情報 [任意]