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Summa Equity

PRI reporting framework 2018

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

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

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Summa Equity signed as a sigantory for PRI in 2016 and we are publishing our first transparancy report in year 2018.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Internally, we conduct workshops for all staff with regards to our ESG playbook and company values. We also host seminars and training sessions on a regular basis to align our business partners and stakeholders with our view of responsible investments. Similar seminars are also hosted during the annual portfolio conference and AIM.
        

Frequency of contribution

Description

          We have close collaboration with academia and researchers within this field. Harvard Business School Professor George Serafeim has recently published a case study about how Summa is revolutionizing the PE industry and building purpose-driven high performance organizations in what is called PE 4.0.
        

Frequency of contribution

Description

          At the level of Summa Equity, we are in the process of producing an annual report aggregating the ESG performance of our portfolio companies to support continuous improvement in ESG practices both within our firm and across our sector. This information is actively shared with our Limited Partners, leveraging the Value Creation Matrix (or similar) to enable our investors to assess the value (financial and non-financial) created by our strategic and integrated ESG approach.
        

Frequency of contribution

Description

          Summa Equity is a frequent public presenter at conferences and seminars. Recently, Summa Founder & Managing Partner Reynir Indahl has spoken at a number of events, including Mergermarket Nordic M&A and Private Equity Forum 2018; the PEI 8th Annual Nordic Private Capital Day 2018; and SuperReturn International 2018; where he outlined our vision for creating future-proof superior returns
        

Frequency of contribution

Description

          Summa Equity is a PRI signatory
        

Frequency of contribution

Description

          Summa Equity has an active partnership with Business for Peace foundation and Summa founder, Reynir Indahl holds the position as director in the foundation. Business for Peace is a foundation that promotes a better understanding of how ethical and responsible businesses are essential in order to make substantial, business relevant progress on sustainability.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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