Press Release
Crissier, July 25, 2025 – Patrimonium Asset Management AG has published its first sustainability report, providing an overview of its Environmental, Social, and Governance (ESG) initiatives and performance during the 2024 fiscal year. A key focus of the report is the CO₂ reduction pathway within the company’s real estate portfolios, which is an integral part of its long-term sustainability strategy.
In 2024, Patrimonium made significant progress in integrating ESG criteria across all asset classes. Key achievements include active decarbonization efforts in real estate, investments in sustainable infrastructure, and the consistent integration of ESG aspects in due diligence and monitoring processes for Private Credit and Private Equity.
The report includes:
As recognition for its ESG initiatives, Patrimonium improved its score in the 2024 UN Principles for Responsible Investment (PRI) Assessment. The Private Credit and Infrastructure asset classes received the highest score of 5 out of 5 stars. Real Estate and Private Equity were each awarded 4 out of 5 stars. All scores are above the UN PRI median.
By joining Swiss Sustainable Finance (SSF), Patrimonium also reaffirms its commitment to advancing a responsible and sustainable financial market in Switzerland.
Decarbonizing the Portfolio – ESG with Impact
A central component of Patrimonium’s sustainability strategy is the reduction of CO₂ emissions within its real estate portfolio. In collaboration with Signa-Terre, the company has developed a data-driven decarbonization pathway aimed at improving the energy performance of properties through targeted renovations and energy-efficient upgrades.
The listed fund Patrimonium Swiss Real Estate Fund (SIX: PSREF) will, based on 2024 data, participate in the GRESB rating for the first time in 2025.
In addition, tenant surveys will be conducted for the first time to better integrate social aspects into property management in the future.
“Through targeted renovations and energy-efficient modernizations, we increase the climate resilience of our properties. In doing so, we make a tangible contribution to achieving the Paris Climate Agreement goals and create long-term sustainable value for our investors,” explains Christoph Syz, CEO of Patrimonium.
Structured Implementation Through Clear ESG Governance
The Board of Directors and Executive Management set the strategic direction and hold overall responsibility for the integration of ESG criteria. ESG coordinators in each of the four asset classes, together with the central ESG team, ensure coherent implementation at the product level.
“Our first sustainability report is a significant milestone that demonstrates our commitment to sustainable value creation. At the same time, it lays the foundation for the consistent advancement of our ESG activities. In an increasingly complex environment, we want to strengthen resilience, ensure stability, and deliver long-term sustainable returns for our clients,” says Christoph Syz.
Patrimonium Sustainability Report
The sustainability report is published annually. Supplementary ESG metrics – particularly environmental indicators for real estate funds in accordance with AMAS and KGAST – are disclosed in the respective annual and semi-annual product reports.
Contact
Patrick Moser
Head of Legal, Compliance,
Risk & ESG
+41 58 787 00 69
patrick.moser@patrimonium.ch
François Hutter
Head of Marketing
Media Relations
+41 58 787 00 08
media@patrimonium.ch
Patrimonium Asset Management AG
Patrimonium Asset Management AG (“Patrimonium”) is a fund management company authorised by the Swiss Financial Market Supervisory Authority (FINMA), specialised in private markets. Patrimonium offers investment opportunities in real estate, private credit, private equity and infrastructure to qualified and professional investors. Patrimonium manages assets of CHF 5 bn (30.06.2025) with 70 professionals out of Lausanne, Zurich and Zug. More information