2007 financial year: SPG records yet another successful year ⬠shares gain in value by 17.7%
Shares of the leading investment company for sustainability investments, Sustainable Performance Group (SPG), rose in 2007 by roughly 18%, while its MSCI World ex Financials benchmark index gained only 7.4% over the same time frame. The successfully completed capital increase in October 2007 underscores the high level of investor interest in the investment strategy of SPG. SPG shares combine the growth potential of small- and medium-sized listed companies with the promising, future-oriented themes of energy, water, healthy living and resource efficiency. The broadly diversified SPG portfolio is supplemented up to a maximum of 10% of total assets by in-vestments in unlisted (private equity) up-and-coming companies in the "cleantech" area.
Media Release
March 25, 08
Market Volume of Sustainability Investments Soars 67 Percent
Sustainability investments are still booming in Switzerland. In 2007 the market volume of sustainably managed assets rose 67% to CHF 30 billion. The volume of sustainable investment funds and other collective investments increased by as much as 92%, while the market as a whole contracted slightly over the same period. The main growth drivers included new products under the investment themes of water, renewable energies and climate change. According to a survey of the biggest providers, including SAM as the Swiss market leader, private investors accounted for 53% of the total volume, outstripping institutional investors for the first time. Equities are still the most important asset class, accounting for 83% of the total market volume. Report: Sustainable Investments in Switzerland 2007
Media Release
February 21, 08
SAM doubles assets under management (AUM); records successes in Asia; expands in USA and into Canada. AUM rose in 2007 by CHF 4.7 bln. or 125% to CHF 8.5 bln
SAM (Sustainable Asset Management), the leading Investment Group for sustainability investments, registered a 125% increase from CHF 3.8 billion to CHF 8.5 billion for the 2007 financial year.
In total, assets under management together with assets under advice (e.g. via licenses) amounted to CHF 15.1 billion. In addition to keen European interest in SAM’s investment products, strong demand came particularly from Japan, Hong Kong, Singapore and Taiwan. Also in the USA, market successes have been achieved during the four months since the launch of the first US-registered SAM funds, especially among large foundations and family offices. For the current year, SAM continues to reckon with strong demand from Europe, Asia and particularly the USA. SAM’s investor base mainly includes private investors, wealthy private clients, family offices, foundations and public pension funds.
Media Release
February 07, 08
New SAM study: «Water - a market of the future»
Climate change is putting increasing pressure on the world's water supply, even as the global population grows and more water of better quality is required. Given those circumstances, water is becoming a valuable commodity and, in response, innovative companies are opening up new, high-margin business fields that center on H2O. Those are the findings of the recently published SAM study entitled «Water - a market of the future».
We are pleased to make this study available to you: «Water - a market of the future». If you would like to receive the study in printed form, please get in touch with us via e-mail (com@sam-group.com).
Water Study (pdf)
