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Responsible Investment Strategy

Our Environmental, Social, and Governance (ESG) values are crucial to the delivery of long term, responsible investment and long-term value for our investors. 

Our ESG strategy - collectively referred to as our Responsible Investment strategy - aims to develop resilience with our organisation which directly influences our decision making and business operations at firm level, investment level and end user level. 

Our Approach to ESG

Summix has made clear commitments to integrating ESG factors into our corporate operations, placing focus on matters that are meaningful to our employees, suppliers and our investors. Our ethos is to lead on ESG integration and prioritise the application of such aspirations and insights to drive change across our working practices and industry by implementing realistic and robust commitments across a range of areas.

Integration into our Investment Process

The integration of ESG factors into our operational procedures, influencing investment decisions and ownership is an important part of our Responsible Investment strategy. Inherent consideration of ESG factors not only enhances our assessment of risk – it helps us identify opportunities for reformation, resilience and value creation. We believe our Responsible Investment programme can nourish our corporate performance, drive value, enhance returns, and help to create better outcomes for our people and our communities.

Our Three Pillar Approach to ESG & Responsible Investing


Managing ESG Risk

ESG risks are a critical element of social, environmental, and governance procedures, regardless of industry or size. Awareness and mitigation of defined ESG risks should avoid impacts to our investments, financial harm and reputational damage.

We employ a dynamic and coordinated matrix of risk management, using a range of media, software and industry experience within a bespoke developed risk matrix tool for each investment, enabling us to identify a risk rating score and tangible output for each investment opportunity.


Planet Mark Business Certified

As part of our Responsible Investment strategy, Summix selected Planet Mark as our primary climate action partner, and we’re proud to announce that we have achieved the Planet Mark Business Certification, furthering our commitment to reduce our impact on society by committing to make a positive impact on our planet and society by measuring our emissions and reducing our carbon footprint.

The Planet Mark Business Certification is an internationally recognised sustainability certification for all organisations acknowledging continuous progress, encouraging action and building an empowered community of like-minded organisations.

Download our Planet Mark Certificate here