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Summa Equity

PRI reporting framework 2020

You are in Direct – Private Equity » Overview


PE 01. Description of approach to RI (Private)

PE 02. Investment guidelines and RI

02.1. 組織の投資活動が、責任投資ポリシーを指針としているか、責任投資ガイドラインに従っているかを示してください。

02.2. 投資活動におけるESG問題に対するスタッフおよびポートフォリオ企業のアプローチへの期待について、どのように組織がその概要をまとめているか説明してください。また責任投資/ガイドラインおよび組織が組織内のスタッフとポートフォリオ企業の経営陣に責任投資への期待をどのように説明または伝達しているかについて、その範囲を説明してください。 [任意]

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.