SAM Research defines investment universes used
for standardised and costumized SAM products and
mandates as well as universes externally available.
Examples include:
Qualifier List – comprising
about 500 Sustainability Leaders covering al industries,
regions and market capitalization brackets. The
Qualifier List is the basic SAM investment universe
used primarily for passively managed mandates
and products.
Investment List – applying
the "Assessment" analysis step to the
Qualifier List yields this universe of companies
eligible for actively managed products and mandates.
Focus List – The third
part of the SAM Corporate Sustainability Analysis™,
the Focused Analysis identifies companies most
likely to deliver on their shareholder value promise.
The resulting Focus List comprises some 100 companies
and forms the investment universe for focused
mandates.
Dow Jones Sustainability Family of Indexes
– serving asset managers around
the globe without excess to inhouse proprietary
sustainability research as investment universe
and performance benchmark.
