creating sustainable value
 
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Research: Scope

Scope | Research Philosophy | Methodology | Output and Products


SAM Research seeks to identify large-, mid- and small cap companies that lead their peers in terms of sustainability performance and financial performance. Thanks to its unique Methodology, SAM is well positioned to identify companies leading their industry in terms of sustainability and shareholder value creation.

SAM Research has developed a proprietary system and a unique methodology to assess the sustainability performance of companies using primary research. SAM Research provides the investment universe for all SAM products and mandates, across equities and bonds, as well as the members of the world's first sustainability stock index, the Dow Jones Sustainability Indexes.

SAM Research benefits from a team with an international background and interdisciplinary know-how and experience. Its wide international sustainability network and contacts with companies provides a platform for the exchange of knowledge and insight into industries, companies and corporate sustainability.

                                                                                                                                                                                                  

Performance Data

06-Jul-08

YTD (in %) 

Sustainable Performance Group

CHF

330.00

-25.8  

SAM Smart Energy Fund

EUR

19.04

-21.5  

SAM Sustainable Water Fund

EUR

140.19

-18.5  

SAM Sustainable Leaders Fund

EUR

106.47

-18.6  

SAM Smart Materials Fund

EUR

119.78

-15.5  

SAM Sustainable Global Equity Fund

EUR

108.62

-18.5  

SAM Sustainable European Equity Fund

EUR

129.66

-19.5  

Dow Jones Sustainability World Index

USD

1429.13

-13.8  

EUR

1078.71

-19.7  

Dow Jones STOXX Sustainability Index

EUR

117.24

-23.3  

Dow Jones EURO STOXX Sustainability Index

EUR

112.17

-25.3