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SAM, the investment boutique focused exclusively on Sustainability Investing, is to deepen its successful eleven-year-old collaboration with Dow Jones Indexes by expanding its worldwide Sustainability Index offering. Under this joint marketing agreement, Dow Jones Indexes will be responsible for calculation, marketing and distribution of the indexes including the European indexes, while SAM remains responsible for the component selections. As a result, SAM’s collaboration with STOXX Ltd., which had previously calculated the European STOXX Sustainability Indexes, has been terminated.
Rodrigo Amandi, Managing Director SAM Indexes: “Over the past eleven years, the Dow Jones Sustainability Indexes have been successfully developed and expanded worldwide. Through what is now an exclusive global collaboration with Dow Jones Indexes, we are taking account of the growing significance of sustainability benchmarks by offering investors around the world a homogeneous index family. We extend our thanks to partner STOXX for the positive cooperation to date and look forward, in partnership with Dow Jones Indexes, to continuing our pioneering work in the field of sustainability and shaping the segment’s future growth.”
SAM retains responsibility for component selection
The Dow Jones Sustainability Indexes (DJSI) are the oldest benchmarks for Sustainability Investing. Aggregate investment volumes in DJSI-based portfolios now total more than USD 8bn. Starting September 10, 2010, Dow Jones Indexes will be the calculation agent for the new Dow Jones Sustainability Europe Indexes. Construction and methodology are consistent with those of the existing Dow Jones Sustainability Indexes family. For interested investors, this means more consistency and greater comparability right across the entire index family. The index composition and the development of the Corporate Sustainability Assessment will, as in the past, be the responsibility of SAM.
