SummaEquity
Portfolio results

Portfolio social impact

Summa believes that a company’s social impact is integral to its fundamental impact.

A range of social metrics are assessed and reported across the portfolio. A portfolio-wide focus area is diversity and inclusion, where we closely track gender statistics. Portfolio companies are expected to aim to increase diversity across the organization, including leadership and board, with a target of reaching 40% female or non-binary individuals in portfolio company boards.

Why does diversity matter?

Evidence shows that diverse organizations can achieve more than less diverse organizations through impacts on culture, productivity, and innovation. In addition, board gender diversity contributes to stronger boards and corporate governance practices.

The unadjusted gender pay gap is measured to assess a company’s equality and diversity.This metric compares the average wage for all females in an organization with the average for all males, regardless of position. While the unadjusted gender pay gap is not a measure of “equal pay for equal work,” it can be useful for addressing a broader set of issues as it also picks up the financial effect of fewer women being in senior positions.

%
WAVG Summa portfolio
%
EU 27 Average

% Female by fund (wAVG), all employees

Target 2023: 40%

Fund l

28%

Fund ll

38%

Fund lll

29%

Full Aum, incl.co-invests

32%

Staff turnover rate (wAVG)

Fund l

15%

Fund ll

18%

Fund lll

18%

Full AUM, incl.co-invests

17%

Employee distribution by theme

0
Total number of employees
0%
Resource Efficiency
0%
Changing Demographics
0%
Tech-Enabled Transformation

Health and safety

Work related fatalities : 0

Summa portfolio AUM wAVG: 0.45 incidents per million hours worked

Norwegian industry average: 3 incidents per million hours worked