Summa Equity publishes Portfolio Report 2019

We are very excited to share Summa’s third Annual Portfolio Report. Our intention with the report and the process behind it is to build an understanding of how we are contributing to the SDGs, what the correlations are with the portfolio’s financial performance, what the negative impacts are and where we need to improve.

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This year, we have further aligned our reporting with the norms defined by the Impact Management Project (IMP). This is part of our effort to continuously improve the clarity and quality of our portfolio report. While the norms are integrated into our screening process for new investments, we have in the portfolio report leveraged the IMP framework more clearly to improve our external stakeholder communication. While the commentary cannot address all relevant aspects, we believe it provides valuable insight into how the companies affect a broader set of stakeholders.

Normative, our provider of sustainability analytics, has again helped us compile the data and assess negative externalities. Although recent times have provided us all with some challenges, we have made several improvements to our data gathering processes and some enhancements to the methodology. We have also engaged extensively with our portfolio companies over the last year to improve the way we quantitively measure positive impacts.

We hope that you will enjoy reading about all the exciting solutions that our portfolio companies’ heroes are providing and how they make a difference to our world!

Download Summa Equity Annual Portfolio Report here.


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