Summa Equity publishes Portfolio Report 2020

We are excited to release Summa’s fourth Annual Portfolio Report! Here, we wish to showcase Summa’s culture of constant improvement – we are continuously looking to enhance the way in which we analyze and communicate the link between financial performance and value creation impact. A key part of the Private Equity 4.0 approach is underpinned by building an understanding of key adverse impacts, which is as important to us as demonstrating the positive outcomes that are created.

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For this reporting cycle, we have in particular focused on aligning with the upcoming Sustainable Finance Disclosure Regulation (“SFDR”), structuring our monitoring to accommodate portfolio reporting on the Principal Adverse Impact indicators (PAIs).

We are also doing more to demonstrate how we work with governance in our portfolio, emphasizing the role of the Via Summa Compliance framework. The analysis of environmental impact is data driven, using actual company data and emissions factors based on scientific research.

This year we have gone digital so you can view key facts on the highlights page, read the full version online or download as PDF. You can also view the video below, where Alex and Hannah walk through some of the exciting updates to our reporting framework:


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