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Patrimonium Asset Management AG

PRI reporting framework 2020

Export Public Responses

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Patrimonium Asset Management AG is committed to implementing a responsible investment approach incorporating Environmental, Social and Governance (ESG) factors. We believe that including ESG criteria in our investment decisions improves the performance of our portfolios, enabling us to seize promising long-term opportunities while mitigating the attendant risks. We therefore encourage responsible, sustainable business practices through our investment strategies in order to both enhance our investment performance and help build a more stable, sustainable and inclusive global economy.

We adhere to ESG principles and do not engage in activities that are illicit, socially abusive or environmentally harmful .We are convinced of the merits of incorporating sustainability factors into investment decisions. This approach also underpins our fiduciary duty as an asset management company. We manage portfolios prudently and with a farsighted view –which includes taking ESG factors into account. We adopt responsible, sustainable business practices because we believe that they ultimately help us identify better investment opportunities. We also believe that promoting responsible business practices makes economic sense in the long run.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

Our ESG-policy describes the ESG factors relevant to our investments, outlines the principles for managing our assets so as to promote ESG responsibility and specifies our ESG-related objectives, benchmarks, restrictions and duties. The policy applies to all employees, including the board of directors.

The ESG-policy contains a non-exhaustive listing of ESG issues we take into account, and applies to all the asset classes in which we invest. 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 the ESG-policy. We may also conduct specific additional assessments covering other ESG factors.

The policy is implemented by using ESG factors as a risk filter, performing ESG-based analyses, taking an active role in promoting ESG and performing positive and negative screening. In addition, we aim to promote ESG issues more broadly by the following: Incorporating ESG factors into our investment decisions; ensuring our portfolios adhere to ESG principles; implementing responsible investment processes; reporting on ESG issues transparently; analysing ESG factors as an integral part of our investment processes; excluding specific controversial industries from our investments; actively promoting acceptance and implementation of ESG issues.

In extreme cases, our ESG analysis and the conclusions made according to them can lead us to exclude a company or asset from our investment universe.

As we have four asset classes, the approaches for the concrete ESG implementation are very different one from another. Therefore, we aim to develop an appendix to the ESG-Policy in the next reporting year which addresses each of the four asset classes specifically to define the particular approaches.  

01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.







02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.




02.3. Additional information [Optional].

SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Code of Conduct

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Not Completed)