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Patrimonium Asset Management AG

PRI reporting framework 2020

Export Public Responses

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.


Select from the below internal roles

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.


The ESG-policy applies to the Patrimonium board of directors and all Patrimonium employees, including management and the members of our investment and other committees. This means that every employee has certain ESG responsibilities as far as they are concerned.

We have established processes for implementing ESG factors at the relevant levels of our organisation, under the oversight of our board of directors in coordination with the respective portfolio managers of each asset class we are investing in. The board of directors has the oversight for RI, validates the general ESG strategy and takes the principal decisions concerning the implementation of ESG topics. The board as well as the CEO have supervisory power and indicate a general direction for ESG implementation. They can delegate certain topics to ESG-responsibles or other employees (e.g. ESG-Policy initiated by CEO/Board).

Our portfolio management is guided by our desire to anticipate future societal, human and environmental needs. When considering whether to invest in a given company or asset, we carry out an ESG assessment based on this policy. It is mainly the portfolio managers and the investment managers who carry out the day-to-day responsibilities for responsible investment activities as they make the investment decisions.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

1 Number

07.4. Additional information. [Optional]

We have one responsible person for ESG/responsible investment. In addition, we have 4 ESG responsible persons for each asset class. However, most of their working time is not allocated to responsible investment/ESG as they mainly work for their departments.

SG 07 CC. Climate-issues roles and responsibilities (Private)

SG 08. RI in performance management, reward and/or personal development (Not Completed)