Corporate News
Patrimonium publishes its 2025 Sustainability Report
Patrimonium Asset Management AG continues to advance its sustainability agenda across all asset classes: in real estate, fossil-fuel heating systems are being replaced with renewable alternatives and tenant surveys inform the social dimension of portfolio management; in private credit and private equity, ESG is firmly embedded in the investment process; and in infrastructure, the offering is aligned with the three structural megatrends shaping the asset class – decarbonization, digitalization and deglobalization. The results are presented in the 2025 Sustainability Report.
Sustainability as an integral part of asset management
Patrimonium is targeting carbon neutrality across its main real estate portfolios by 2050, with an interim reduction of 50% by 2030. A CO₂ reduction trajectory developed with Signa-Terre AG translates this into property-specific decarbonization and renovation plans. In 2025, in Real Estate, work focused on replacing fossil-fuel heating systems with renewable energy and district heating connections, improving building insulation and installing solar panels. For the Patrimonium Swiss Real Estate Fund (PSREF), CO₂ emissions intensity stood at 15.43 kg CO₂e/m² (2025) under the REIDA methodology, within reach of the 2030 target of 15 kg CO₂e/m².
With residential buildings making up the majority of its real estate portfolios, Patrimonium conducted its first tenant survey during the year. The questionnaire covered the responsiveness and support provided by property management, alongside thermal comfort, safety, cleanliness and the performance of technical installations. Tenants’ priorities now shape a set of medium-term measures: secure bicycle parking, greener outdoor spaces supporting urban biodiversity and community gardens, and a digital platform to ease dialogue with property managers.
Beyond real estate, ESG considerations accompany each private equity and private credit investment from first look to exit, while infrastructure focuses on assets that support the energy transition and other essential systems. All four asset classes rest on a governance framework with dedicated ESG coordinators and the integration of ESG into investment committee processes.
Creative Factory: international recognition for adaptive reuse.
The conversion of a former Coop logistics centre at Rue du Chêne 5 in Lausanne into a mixed-use building was named Jury Winner in the Residential Adaptive Reuse category of the Architizer A+Awards. The project retained the original structure and redirected recoverable materials for reuse on other sites, while a district heating connection replaced oil heating that previously consumed some 150,000 litres a year. CO₂ emissions fell by 83%, from 25.9 to 4.4 kg CO₂/m², and a rooftop solar canopy with battery storage covers more than 90% of the site’s electricity.
Responsible ownership and ESG integration across private markets
Patrimonium applies a six-stage responsible investment process spanning the full investment lifecycle. Prospective investments are screened against a proprietary exclusion list, and shortlisted opportunities undergo in-house ESG due diligence using a scoring tool tailored to each asset class, with a minimum score required to proceed. The Investment Committee reviews the outcomes and may define post-investment improvement plans, followed by ongoing monitoring and reporting on material indicators.
Infrastructure: an expanded sustainable offering
The Patrimonium Climate Infrastructure Opportunity Fund I (SFDR Article 9) completed its build-up with 12 investments and more than 90 underlying assets. The Patrimonium Climate Infrastructure Opportunity Fund II (SFDR Article 8+) held its initial closing in 2025, extending the strategy to sustainable digital infrastructure with a focus on energy-efficient data centres and communications networks.
The offering is complemented by an evergreen Swiss investment group giving pension funds continuous access to sustainable infrastructure, across sectors such as electrification, clean mobility, energy storage and distribution, and social infrastructure.
New partnership for marine biodiversity
In 2025, Patrimonium entered a new partnership with Reefonomics, extending its environmental engagement beyond its own portfolios. Reefonomics delivers measurable and verifiable coral reef protection, supporting the Wakatobi Conservation Project in Southeast Sulawesi, Indonesia, where local communities have upheld designated no-fishing zones since 1997 in exchange for regular financial and in-kind benefits. Patrimonium measures its corporate carbon footprint with myclimate and contributes an equivalent amount to Reefonomics, supporting SDG 14 (Life Below Water).
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