Summa Equity
Impact focus since 2016 for all investments
Overview
Investment strategy
Private Equity (buyout & growth)
Investment approach
Thematic / impact
Main geographic focus
Northern Europe
Summa at a glance
Summa is a thematic investment firm defined by a purpose-driven team that invests in addressing some of the global challenges we face today. We focus on industries supported by megatrends within three themes: Resource Efficiency, Changing Demographics, and Tech-Enabled Transformation. Our portfolio companies have the potential for long-term sustainable outperformance as they help address material impact & ESG challenges we need to solve as a society.
Key developments 2022
Summa closed its third fund (“Summa Equity Fund III”) in January 2022, with c. EUR 2.3 bn. The Article 9 fund strengthens Summa’s ability to contribute to solving global challenges through sustainable investing. With 7 new investments during 2022, Summa Equity Fund III is off to a successful start. Furthermore, Summa launched its own podcast, Summa & Friends.
Environmental
Carbon intensity: Tons CO₂e per EURm revenue
Portfolio, total tons CO₂ emitted
Portfolio monetized climate impact
Social
Number of employees, Summa
Staff turnover, Summa
Gender balance: % female representation, Summa
Board
Management
All employees
Portfolio monetized employment impact
Governance
How Summa is advancing ESG
Summa monetizes the environmental andemployment impact of all portfolio companies, as well as the consumer impact of Milarex and Pagero. Learn more about the Impact-Weighted Accounts ("IWA") framework and the 2022 results in chapter 4.
Science Based Targets
Summa has committed to the Science Based Targets (“SBT”) Initiative with expected validation for own operations during Q2 2023. Furthermore, Summa supports the portfolio companies to set their own SBTs.