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Summa Equity

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Summa has developed a framework for how to work with ESG as a strategic tool to create value in its portfolio. In particular, we use the UN SDGs to identify relevant risks and opportunities. This framework is continuously evaluated and more formally discussed whenever we make any new acquisitions or strategic planning.

We have set up periodical ESG sessions managed by Summa top management and attended by mainly investment teams. Through these sessions, we aim to asses our progress in ESG implementation at the Summa level and oversee our RI development. Similar sessions are also attended by Summa chairman and other key persons on an ad hoc basis. 

Our approach is described further in our report available at:

SG 06. Main goals/objectives this year (Private)