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Research: Output and Products
Investment Universe

Database | Company Assessment | Company Biographies | Company Benchmarking Service | Investment Universe | Publications and Studies


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.

                                                                                                                                                                                                  

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