Compliance

Regulatory

Summa Equity AB is the manager for the alternative investment funds, Summa Equity Fund I, Summa Equity Fund II, and Summa Equity Fund III.

ESG Playbook

Summa’s ESG Playbook is Summa’s internal instruction book for doing investments that help solving global challenges.

Engagement policies

The Summa Equity Engagement Policy outlines the principles for Summa’s shareholder engagement and describes how Summa integrates shareholder engagement into its investment strategy, to ensure effective, responsible, and sustainable shareholder engagement.

Code of conduct

All Summa Equity employees are expected to adhere to our corporate values, and high standards of ethical business conduct as outlined in our internal Code of Conduct.

Remuneration policy

In accordance with the Summa Remuneration Policy, all Identified Staff and Investment Professionals are remunerated as employees, with a combination of fixed and Variable Remuneration.

Cookie and data storage

What cookies is used on this website, and where do we store the data.

Sustainability-related disclosures under the SFDR

Read more about sustainability-related disclosures under the SFDR.

Human Rights Due Diligence

Summa Equity (“Summa”) supports and respects the protection of internationally proclaimed human rights.

Whistleblowing channel

Summa has implemented a publicly available whistleblowing channel to ensure that infringement of human rights or damage to people, environment and/or society in our operations or supply chain are reported.

Women in Finance Charter

With a commitment to increasing the proportion of women in leadership positions in the Norwegian finance industry, Summa Equity is a signatory of the Woman in Finance Charter.

Privacy Notice

This Privacy Notice will inform you as to how Summa as a data controller collect and use your personal data.

Report on climate and nature

We are facing an existential environmental crisis. Climate change, loss of natural resources, and biodiversity harm are all major issues that need to be addressed.