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Summa Equity

PRI reporting framework 2018

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

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

13.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

13.3. Additional information. [OPTIONAL]

At Summa we do not perform any formal scenario analysis or modelling regarding ESG trends. However ESG is deeply integrated in our organization and taken into consideration whenever we make any investements or strategic planning for current portfolio companies. Summa has identified 4 different megatrends (Resource Scarcity, Energy Efficiency, Changing Demographics & Technology Disruption) that we think are important in shaping our view of the world and what the furture will look like. 


SG 14. Long term investment risks and opportunity (Private)


SG 15. Allocation of assets to environmental and social themed areas (Private)


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