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Patrimonium Asset Management AG

PRI reporting framework 2020

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Fundraising of property funds

PR 02. Fund placement documents and RI

02.1. Indicate if your most recent fund placement documents (private placement memorandums (PPMs) or similar) refer to responsible investment aspects of your organisation.

02.2. Indicate how your fund placement documents (PPMs or similar) refer to the following responsible investment aspects of your organisation:

02.3. Describe how your organisation refers to responsible investment for property funds in fund placement documents (PPMs or similar). [Optional]

The general ESG-Policy is applicable in all of our investments, including the property ones.

The “Guidelines to sustainability” is part of our fund placement documents.

Furthermore we mention in the prospectus that we consider environmental risks before the acquisition process of a building. Should there be any apparent environmental exposures or problems then this fact will be considered in the risk analysis . The risk will either be calculated in the acquisition price or else it will lead to cancelling the acquisition.   

02.5. Additional information. [Optional]


PR 03. Formal commitments to RI (Private)


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