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Summa Equity

PRI reporting framework 2020

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Overview

PE 01. Description of approach to RI (Private)


PE 02. Investment guidelines and RI

02.1. Indicate whether your organisation’s investment activities are guided by a responsible investment policy / follow responsible investment guidelines.

02.2. Describe how your organisation outlines expectations on staff and portfolio companies’ approach towards ESG issues in investment activities.

ESG is a key part of the value creation approach within Summa, and hence it is of importance that the whole investment organization at Summa is familiar with and bought in to the approach.

Internally at Summa, the main responsibility for ESG lies with the Partners, but knowledge of and dedication to the topic is also required of other investment personnel. In portfolio companies, the responsibility for implementation of ESG factors, both in relation to strategy and in relation to KPIs and follow-up lies with the board. ESG should be discussed and followed up on a board level, and be part of the discussions in “Troika” meetings. The Lead Partner at Summa has a specific responsibility to drive Summa’s views on ESG for portfolio companies on the board level.


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