This report shows public data only. Is this your organisation? If so, login here to view your full report.

Summa Equity

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. 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.

01.5. 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.


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

In accordance with the policy adopted by the board, all staff of Summa should avoid situations where their own personal interest, or the interest of their family members, affect the ability to make decisions that are in the best interest of Summa. Member of Summa’s staff is not allowed to take actions or have interests that may make it difficult to perform his or her work for Summa objectively and effectively. Any investment by a member of the Summa staff requires prior approval from Summa’s Compliance Officer and such approval will not be granted if there is in Summa’s Compliance Officer’s reasonable opinion a potential conflict of interest situation.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


Top