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Summa Equity

PRI reporting framework 2018

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Fundraising of private equity funds

PE 03. Fund placement documents and RI

03.1. Indicate if your most recent fund placement documents (private placement memorandums (PPM) or similar) refer to responsible investment.

03.2. Indicate how your most recent fund placement documents (PPM or similar) refer to the following responsible investment:

03.3. Describe how your organisation refers to responsible investment in fund placement documents (PPMs or similar). [Optional]

Responsible investment is core to Summa's investment approach and this is reflected across the fundraising materials provided to investors. The PPM and Due Diligence Questionnaire each have dedicated sections covering the Firm's approach to ESG and investors are also provided with a detailed "ESG playbook", which sets out Summa's philosophy and practical approach to ESG. The description of the Firm's investment process also describes the role of ESG in the decision making process.


PE 04. Formal commitments to RI (Private)


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