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Summa Equity

PRI reporting framework 2018

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the roles present in your organisation and for each, indicate whether they have oversight and/or implementation responsibilities for responsible investment.

Roles present in your organisation


07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

When it comes to the management of ESG issues we incorporate ESG oversight into the governance structure of each portfolio company and quickly establish formal ESG governance mechanisms. Whilst our approach is tailored for portfolio companies, the company board, CEO and lead Partner from Summa Equity will always have accountability for identifying and implementing company relevant ESG related topics, KPIs and benchmarks. Although the board, CEO and lead Partner have ultimate accountability for ESG performance, ESG is embedded throughout the organisation, in this way ESG is a driver of performance rather than a distinct or unrelated activity.

Monitoring and communication take place on an ongoing basis throughout the life of the investment. This includes regular meetings with company board / management focusing explicitly on ESG risk management and value creation opportunities, review of ESG monitoring reports as well as site visits. We engage with relevant stakeholders within and outside of the business as required.


07.3. Indicate the number of dedicated responsible investment staff your organisation has.

14 Number

07.4. Additional information. [Optional]

ESG is embedded throughout the organisation.

SG 07 CC. Climate-issues roles and responsibilities (Not Applicable)

SG 08. RI in performance management, reward and/or personal development (Private)