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Summa Equity

PRI reporting framework 2020

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ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe As an example, we recently carried out a scenario analysis to gauge different possible trajectories of the corona-virus crisis to help our portfolio companies navigate this extraordinary event.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]


SG 13 CC.


SG 14. Long term investment risks and opportunity (Private)


SG 14 CC.

14.6 CC. Provide further details on the key metric(s) used to assess climate-related risks and opportunities.

Metric Type
Coverage
Purpose
Metric Unit
Metric Methodology
Climate-related targets
          Follow up portfolio improvement in carbon intensity over time
        
          Reduction in CO2-equivalent metric tons per million SEK revenue
        
          The intensity of emissions from scopes 1,2,3 are measured in terms of company revenue
        
Carbon footprint (scope 1 and 2)
          Gauge direct impact from operations and indicate exposure to fossil fuels as input.
        
          CO2-equivalent metric tons
        
          Raw data on fuels, electricity and heat  are sent to an external party where emission factors are applied according to GHG protocol/GRI or other relevant standards.
        
Portfolio carbon footprint
          Gauge indirect impact from supply chain and indicate exposure to emission-heavy suppliers.
        
          CO2-equivalent metric tons
        
          Raw data on scopes 1 & 2 are sent to external party alongside information on expenditures (Scope 3). Emission factors are estimated by external party.
        
Total carbon emissions
          Gauge indirect impact from supply chain and indicate exposure to emission-heavy suppliers.
        
          CO2-equivalent metric tons
        
          Raw data on scopes 1 & 2 are sent to external party alongside information on expenditures (Scope 3). Emission factors are estimated by external party.
        
Carbon intensity
          Gauge climate impact relative to income, controlling for growth and company size.
        
          CO2-equivalent metric tons per million SEK revenue
        
          The intensity of emission from scopes 1,2,3 are measured in terms of company revenue
        
Exposure to carbon-related assets
          
        
          
        
          
        
Other emissions metrics
          
        
          
        
          
        

14.7 CC. Describe in further detail the key targets.

Target type
Baseline year
Target year
Description
Attachments
          2020
        
          2030
        
          Reduce portfolio carbon intensity by 50%
        

          
        
          
        
          
        

          
        
          
        
          
        

          
        
          
        
          
        

          
        
          
        
          
        

14.8 CC. Indicate whether climate-related risks are integrated into overall risk management and explain the risk management processes used for identifying, assessing and managing climate-related risks.

Please describe

Assessment of material transition/ regulatory risks alongside physical climate-related risks is incorporated into our investment algorithm, i.e. our assessment of potential investmemt targets. 

We are currently in the processes of building knowledge on TCFD and the EU taxonomy, to further integrate the main elements on climate risk management and sustainable investments into our internal processes.


SG 15. Allocation of assets to environmental and social themed areas (Private)


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