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Institutional Clients: Institutional Mandates
Investment Philosophy | Investment Process | Institutional Mandates

SAM Sustainable Asset Management offers its institutional clients a wide range of customized mandates and standardized products. The range extends over all levels of absolute and relative risk, and covers the asset classes equity, fixed income and mixed.

Equity

  • Passive mandates versus any member of the DJSI or the DJ STOXX Sustainability family of indexes in any base currency
  • Enhanced indexing products versus any local or regional benchmark
  • "Transportable Alpha" absolute return product to enhance returns of local cash or any local equity benchmark
  • Active mandates versus any member of the DJSI or the DJ STOXX Sustainability family of indexes in any base currency
  • Active mandates versus any global, regional or local benchmark in any base currency
  • Focused mandates according to client risk tolerance


Fixed Income

  • Sustainable Corporate Bonds versus standard or customized corporate bond benchmarks
  • Sustainable Government Bond versus standard or customized sovereign bond benchmarks


Mixed

  • Sustainability Balanced is a customized investment structure based on a combination of equities and bonds that matches the client's appetite for risk.