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Summa Equity

PRI reporting framework 2020

You are in Direct – Private Equity » Fundraising of private equity funds


PE 03. Fund placement documents and RI

03.1. 最新のファンド募集要項(PPMまたは同様の文書)において、責任投資に触れているかを示してください。

03.2. 最新のファンド募集要項(PPMまたは同様の文書)において、次の責任投資にどのように触れているかを示してください。

03.3. ファンド募集要項(PPMまたは同様の文書)において、組織がプライベートエクイティの責任投資にどのように触れているかを説明してください。 [任意]

Responsible investment is core to Summa's investment approach and this is reflected across the fundraising materials provided to investors. The PPM and Due Diligence Questionnaire each have dedicated sections covering the Firm's approach to ESG and investors are also provided with a detailed "ESG playbook", which sets out Summa's philosophy and practical approach to ESG. The description of the Firm's investment process also describes the role of ESG in the decision-making process. Please also see page 14 of our report available at:


PE 04. Formal commitments to RI (Private)