Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.
Summa Equity seeks to create superior future proof returns by investing in companies positioned to benefit from global megatrends and creating High Performance Organisations-purpose-driven, resilient organisations that do business differently and deliver stronger all round performance. The megatrends are fundamentally linked to a range of underlying ESG issues, being both outcomes and drivers of ESG-related impacts.
Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]
As part of the investment cycle, Summa Equity follows an ESG evaluation approach in order for investments to be screened for both general and sector-specific ESG issues and opportunities prior to investment. We carry out due diligence of potential investments, to assess compliance with national and international regulations and to ensure we invest in companies with a commitment to improving their environmental and social standards which we see as a key foundation to becoming a High Performing Organisation.