SAM, Dow Jones Indexes and STOXX Ltd. Announce Results of Dow Jones Sustainability Indexes Review
03 September 2009
Zurich – September 3 – SAM, the investment boutique focused exclusively on Sustainability Investing, together with Dow Jones Indexes and STOXX Ltd., two leading global index providers, today announced the results of the 2009 annual review for the Dow Jones Sustainability and Dow Jones STOXX Sustainability indexes.
Following SAM’s latest global analysis of corporate sustainability leadership, 33 companies will join the Dow Jones Sustainability World Index (DJSI World), while 33 firms will be deleted – leaving the number of components unchanged at 317. The largest additions to the DJSI World include Johnson & Johnson, Coca-Cola, and Samsung Electronics, while the biggest deletions from this index are National Grid, Mitsubishi Estate, and SABMiller.
The review also results in 14 additions to and 20 deletions from the pan-European Dow Jones STOXX Sustainability Index, 26 additions to and 8 deletions from the Dow Jones Sustainability North America Index, as well as 21 additions to and 13 deletions from the Dow Jones Sustainability Asia Pacific Index. All changes will be made effective with the opening of equity markets on 21 September 2009.
The DJSI follow a best-in-class approach and include sustainability leaders from each industry on a global and regional level respectively. The annual review of the DJSI family is based on a thorough analysis of corporate economic, environmental and social performance, assessing issues such as corporate governance, risk management, branding, climate change mitigation, supply chain standards and labor practices. It accounts for general as well as industry specific sustainability criteria for each of 58 sectors defined according to the Industry Classification Benchmark (ICB).
In addition, SAM also identified the top company for each of the 19 Supersectors that the 58 sectors roll up to. The new 2009/2010 Supersector leaders are adidas (Personal & Household Goods), Aracruz Celulose (Basic Resources), ANZ Banking Group (Banks), BMW (Automobiles), CEMIG (Utilities), DSM (Chemicals), GPT Group (Real Estate), Investimentos Itau (Financial Services), Kingfisher (Retail), Nokia (Technology), Panasonic Electric Works (Construction & Materials), Pearson (Media), Roche (Health Care), Sodexo (Travel & Leisure), Swiss Re (Insurance), Telefonica (Telecommunications), TNT (Industrial Goods & Services), Total (Oil & Gas), and Unilever (Food & Beverage).
For more information on the Dow Jones Sustainability Indexes and the changes resulting from this year’s review please visit www.sustainability-indexes.com.
# # #
SAM is an investment boutique focused exclusively on Sustainability Investing. The firm’s offering comprises asset management, indexes and private equity. Its asset management capabilities include a range of single-theme, multitheme and core sustainability investment strategies catering to institutional asset owners and financial intermediaries in Europe, the United States, Asia-Pacific and the Middle East.
Through its index activities, SAM has partnered with Dow Jones Indexes and STOXX Limited for the publication and licensing of the globally recognized Dow Jones Sustainability Indexes (DJSI) as well as customized sustainability benchmarks. Furthermore, SAM is the center of expertise for clean tech private equity within Robeco.
Based on its Corporate Sustainability Assessment, SAM has compiled one of the world’s largest sustainability databases and analyzes over 1,000 listed companies annually. SAM’s proprietary research and sustainability data are fully integrated into its offering.
SAM is a member of Robeco, which was established in 1929 and offers a broad range of investment products and services worldwide. Robeco is a subsidiary of the AAA-rated Rabobank Group.
SAM was founded in 1995, is headquartered in Zurich and employs over 100 professionals. As of 30th June 2009, SAM’s total assets amount to USD 11.6 billion.
About Dow Jones Indexes
A full-service index provider, Dow Jones Indexes develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best known for the Dow Jones Industrial Average, Dow Jones Indexes also is coowner of the Dow Jones STOXX indexes, the world’s leading pan-European indexes that are an integrated segment of the Dow Jones Global Index series. Additionally, Dow Jones Indexes maintains its benchmark index series, the Dow Jones Total Stock Market Indexes, which is anchored by the Dow Jones U.S. Total Stock Market Index and covers more than 12,000 securities in 65 markets. Beyond equity indexes, Dow Jones Indexes maintains a number of alternative indexes, including measures of the hedge fund and commodity markets. Dow Jones indexes are maintained according to clear, unbiased and systematic methodologies that are fully integrated within index families. www.djindexes.com
Dow Jones & Company (www.dowjones.com) is a News Corporation company (NASDAQ: NWS, NWSA; ASX: NWS, NWSLV; www.newscorp.com). Dow Jones is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron’s, MarketWatch and the Far Eastern Economic Review. Its Enterprise Media Group includes Dow Jones Newswires, Dow Jones Factiva, Dow Jones Client Solutions, Dow Jones Indexes and Dow Jones Financial Information Services. Its Local Media Group operates community-based information franchises. Dow Jones owns 50% of SmartMoney and 33% of STOXX Ltd. and provides news content to radio stations in the U.S.
# # #
Dow Jones Indexes/STOXX press office:
New York: +1-212-597-5720
Hong Kong: +852-800-969-336