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Patrimonium Asset Management AG

PRI reporting framework 2020

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投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

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. 補足情報 [任意]

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

添付ファイル

URL/添付ファイル

添付ファイル

URL/添付ファイル

添付ファイル

URL/添付ファイル

添付ファイル

URL/添付ファイル

添付ファイル

URL/添付ファイル

添付ファイル

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.3. 補足情報 [任意]


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

Code of Conduct

03.3. 補足情報 [任意]


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


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