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Summa Equity

PRI reporting framework 2020

You are in Direct – Private Equity » Pre-investment (selection)

Pre-investment (selection)

PE 05. Incorporating ESG issues when selecting investments

05.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

05.2. Describe your organisation`s approach to incorporating ESG issues in private equity investment selection.

For Summa Equity to consider an investment, there needs to be a clear link between the company's business model and one or more of the UN SDGs. Problems highlighted by the SDGs give us guidance on which sectors and industries there may be opportunities for growth and value creation through solving relevant problems. 

We carry out due diligence (DD) of potential investments in order 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 High Performing Organizations. Where appropriate, we develop corrective action plans to improve practices and agree on opportunities to add value and raise standards.

We believe it is important to establish a strong relationship with the company during the DD phase to support productive discussions and identify opportunities for improvement and value creation. The focus here is not just on written policies and frameworks, but also their actual impact on the organization, culture and business model. This approach enables us to ensure alignment between Summa Equity and the management of our partner companies. When this alignment is not possible, we walk away from an investment.

05.3. Additional information. [Optional]

PE 06. Types of ESG information considered in investment selection

06.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

          Summa's scope is more general and our assessment criteria will vary depending on the specific company.

06.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

When screening potential investment, we assess opportunities based on megatrends within the areas of resource efficiency, changing demographics and technology-enabled businesses. Here we try to identify the untapped growth potential to use the company’s platform and resources to develop commercial solutions that meet an unmet social or environmental challenge. Is there potential to lower costs by adopting efficiency measures in the value chain and reducing the environmental footprint? Assessment criteria will vary depending on the specific company. Please refer to pages 8 – 11 of our report available at:

We screen and test companies against the UN SDGs when evaluating potential investments. Information on this relation as well as relevant ESG/SDG risks and opportunities are required in materials presented to the investment committe (IC).

All the factors above are documented and discussed during the IC-meetings and taken into consideration when making decisions.

PE 07. Encouraging improvements in investees (Private)

PE 08. ESG issues impact in selection process (Private)