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Summa Equity

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Summa Equity joined as a signatory of the PRI in 2016 and we are publishing our third transparency report in the year 2020.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          Internally, we conduct workshops for all staff with regards to our ESG values. We also host seminars and training sessions on a regular basis to align our business partners and stakeholders with our view of responsible investments. Similar seminars are also hosted during the annual portfolio conference and AIM.
        

行動の頻度

説明

          We have close collaboration with academia and researchers within this field. Harvard Business School Professor George Serafeim has published a case study about how Summa is revolutionizing the PE industry and building purpose-driven high-performance organizations in what is called PE 4.0. On Prof. Serafeim's recommendation Summa's Managing Partner Reynir Indahl and Director Hannah Jacobsen wrote an article outlining our approach to RI that was published in the Journal of Applied Corporate Finance last year. Summa intends to work with the Impact Weigthed Accounts Intitative (IWAI), in order to refine the set of impact metrics used for our portfolio. IWAI intends to develop financial accounts that capture an organizations social and environmental impacts in units that are directly comparable to the rest of its financial statements.
        

行動の頻度

説明

          At the level of Summa Equity, we published our first annual report in 2018 aggregating the ESG performance of our portfolio companies to support continuous improvement in ESG practices both within our firm and across our sector. The second annual report was published mid-2019. This information is actively shared with our Limited Partners, leveraging the Value Creation Matrix to enable our investors to assess the value (financial and non-financial) created by our strategic and integrated ESG approach. Last year's report is available at: https://summaequity.com/wp-content/uploads/2019/09/SE-Report-2018-ARTWORK-02-Digital.pdf
        

行動の頻度

説明

          Key personnel at Summa Equity are frequent public presenters at conferences and seminars. Summa Founder & Managing Partner Reynir Indahl and  Director Hannah Jacobsen speak at many events throughout the year, as do several members of Summa's investment team. Topics covered range from SDG-aligned investing and best-practice examples from our portfolio to performance monitoring and how to ensure management buy-in for ESG.
        

行動の頻度

説明

          Summa Equity is a PRI signatory, and we discuss this in our annual Portfolio Report.
        

行動の頻度

説明

          Summa Equity has an active partnership with the Business for Peace foundation and Summa founder, Reynir Indahl holds the position as Director in the foundation. Business for Peace is a foundation that promotes a better understanding of how ethical and responsible businesses are essential in order to make substantial, business relevant progress on sustainability.
        

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]


SG 11. Dialogue with public policy makers or standard setters (Private)


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