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Eurosif – European SRI Transparency Guidelines (PDF)
SAM has signed up to the transparency guidelines for sustainable retail funds issued by the European Social Investment Forum (Eurosif) at the end of 2004. The purpose of these guidelines is to improve the quality of reporting to private investors, fund managers, providers of research services and other stakeholders.
Eurosif is a pan-European body whose mission is to champion and promote sustainability investment through financial markets. Eurosif members include pension funds, financial service providers, scientific institutes, research agencies and NGOs.
SAM as one of the leading investment groups focused exclusively on sustainability investments fully supports the transparency initiative of Eurosif. SAM believes that the guidelines serve as a useful orientation for investors and offer greater transparency with regard to the different investment processes adopted by individual fund providers.
As of May 1, 2008, SAM has received the newly created transparency logo for sustainability investment funds. This logo was awarded by Eurosif in cooperation with its national SIFs (Social Investment Forum). With this logo, SAM underlines its engagement for more transparency and its commitment to disclose its sustainability investment strategy.
Disclaimer: The European SRI Transparency logo signifies that SAM commits to provide accurate, adequate and timely information to enable stakeholders, in particular consumers, to understand the Socially Responsible Investment (SRI) policies and practices relating to the fund. Detailed information about the European SRI Transparency Guidelines can be found on www.eurosif.org, and information of the SRI policies and practices of the SAM funds can be found at: www.sam-group.com. The Transparency Guidelines are managed by Eurosif, an independent organisation. The European SRI Transparency Logo reflects the fund manager’s commitment as detailed above and should not be taken as an endorsement of any particular company, organisation or individual.
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