Seven of the nine planetary boundaries are transgressed, and all seven are showing worsening trends. Pushing them back toward safe operating spaces will require investment strategies and ownership approaches that genuinely reduce pressures on Earth systems. In its second Planetary Boundaries Report, Summa presents the first portfolio-wide assessment of how its investments influence the planetary boundaries, showing how its thematic strategy targets the systems at the center of boundary transgression.

The assessment reveals where portfolio companies exert the largest pressures and deliver the most material contributions. Land-system change and climate change account for the majority of portfolio pressure, driven primarily by upstream agricultural supply chains and highlighting the opportunity targeted by Summa’s Sustainable Food theme to reduce pressures through innovations across food waste and safety, next-gen agriculture, sustainable aquaculture, and alternative proteins. On the contributions side, companies in the Circularity theme deliver the largest positive impact by displacing virgin material production, reducing pressure across all six assessed boundaries simultaneously.