RobecoSAM and S&P Dow Jones Indices introduce DJSI Emerging Markets
-- First index that captures the sustainability champions from emerging
-- Emerging markets now traceable for sustainability investors via DJSI
-- New index complements Dow Jones Sustainability Indices (DJSI) family
ZURICH and NEW YORK, Feb. 21, 2013
ZURICH and NEW YORK, Feb. 21, 2013 /PRNewswire/ --RobecoSAM, the investment
specialist focused exclusively on Sustainability Investing, and S&P Dow Jones
Indices, the world's largest provider of financial market indices, today
announced the launch of the Dow Jones Sustainability Emerging Markets Index
(DJSI Emerging Markets). The DJSI Emerging Markets offers investors a tool for
measuring the performance of companies that RobecoSAM has recognized as
leaders compared to their peers in terms of corporate sustainability and it
also provides an effective engagement platform to encourage companies from
emerging markets to adopt sustainable best practices.
A reference tool based on unique investment insights
Although much progress has been made in terms of political and economic
stability, many companies in emerging markets continue to operate in
challenging surroundings. The DJSI Emerging Markets seeks to identify
corporate sustainability leaders by drawing on RobecoSAM's extensive
experience in measuring intangibles through the annual Corporate
Sustainability Assessment (CSA). For example, RobecoSAM has identified
resource efficiency as a potential driver of corporate success in the emerging
markets based on the important role commodities play in the regional value
Guido Giese, PhD, Head of Indexes, RobecoSAM, said: "The steady increase in
the number of emerging market companies that participate in our CSA shows that
businesses around the world are embracing sustainable practices as an
important factor in their future competitive position. As the emerging markets
have come of age, demand for a regional benchmark for sustainability investors
has increased and we can now offer an appropriate product."
Alka Banerjee, Vice President of Global Equity Indices at S&P Dow Jones
Indices, said: "An important strategic reference point for sustainability
investors around the globe, the DJSI are continuously advanced to respond to
market trends and requirements. The DJSI Emerging Markets, the first index of
its kind in the market, is launched in response to the evolving needs of the
global investment community."
New region – same proven rules
In keeping with the already existing suite of the Dow Jones Sustainability
Indices family, the DJSI Emerging Markets is constructed on the basis of
RobecoSAM's annual CSA, which evaluates companies' sustainability performance
based on economic, environmental and social criteria. Constituents are
selected based on the same criteria and best-in-class approach as companies
competing for membership in the other DJSI.
In the emerging markets universe, only the companies whose Total
Sustainability Score in the RobecoSAM Corporate Sustainability Assessment,
based on the company's participation and/or publicly available information,
ranks them among the top 10% in their sector are eligible for index inclusion.
Out of a total of 800 emerging market companies that were eligible to
participate in the 2012 CSA, 69 were identified as sustainability leaders in
their respective sector and selected for index membership. As a result, the
DJSI Emerging Markets tracks the performance of those leading companies from
20 developing economies. Like the existing DJSI Family, the new index can be
customised to meet investor requirements with regard to value or faith based
motivated exclusions or specific geographical subsets.
DJSI Emerging Markets at a glance:
Launch date: February 21^st, 2013
Market capitalisation: USD 681 billion (as of January 31^st, 2013)
Top holdings: - Taiwan Semiconductor Manufacturing Co. Ltd.
- Industrial & Commercial Bank of China Ltd.
- China Mobile Ltd.
- Itau Unibanco S.A.
- Petroleo Brasileiro S/A
RobecoSAM is an investment specialist focused exclusively on Sustainability
Investing. Its offerings comprise asset management, indices, private equity,
engagement, impact analysis and sustainability assessments as well as
benchmarking services. Asset management capabilities include a range of
ESG-integrated investment and theme strategies (in listed and private equity)
catering to institutional asset owners and financial intermediaries across the
globe. Together with S&P Dow Jones Indices, RobecoSAM publishes the globally
recognized Dow Jones Sustainability Indexes (DJSI). Based on its Corporate
Sustainability Assessment, an annual ESG analysis of more than 2,000 listed
companies, RobecoSAM has compiled one of the world's most comprehensive
sustainability databases. RobecoSAM's proprietary research and sustainability
insight, gained through its direct contact with companies, are fully
integrated into the company's investment solutions.
RobecoSAM is a member of the global pure-play asset manager Robeco, which was
established in 1929 and offers a broad range of investment products and
services. Robeco also has a long tradition of practicing and advocating
Sustainability Investing principles. RobecoSAM was founded in 1995 out of the
conviction that a commitment to corporate sustainability enhances a company's
capacity to prosper, ultimately creating competitive advantages and
stakeholder value. As a reflection of its own commitment to advocating
sustainable investment practices, RobecoSAM is a signatory of the UNPRI and a
member of Eurosif, ASrIA and Ceres. Headquartered in Zurich, RobecoSAM employs
over 100 professionals. As of December 31, 2012, RobecoSAM's assets under
management, advice and license amounted to a total of USD 11.4 billion.
About S&P Dow Jones Indices
S&P Dow Jones Indices LLC, a subsidiary of The McGraw-Hill Companies is the
world's largest, global resource for index-based concepts, data and research.
Home to iconic financial market indicators, such as the S&P 500® and the Dow
Jones Industrial Average℠, S&P Dow Jones Indices LLC has over 115 years of
experience constructing innovative and transparent solutions that fulfill the
needs of institutional and retail investors. More assets are invested in
products based upon our indices than any other provider in the world. With
over 830,000 indices covering a wide range of assets classes across the globe,
S&P Dow Jones Indices LLC defines the way investors measure and trade the
markets. To learn more about our company, please visit www.spdji.com.
The Dow Jones Sustainability Indices are a joint product of S&P Dow Jones
Indices LLC and/or its affiliates and RobecoSAM AG ("RobecoSAM"). S&P® is a
registered trademark of Standard & Poor's Financial Services LLC ("S&P"), Dow
Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow
Jones") and RobecoSAM® is a registered trademark of Robeco Groep N.V.. The
trademarks have been licensed to S&P Dow Jones Indices LLC and its affiliates.
Inclusion of a company within a Dow Jones Sustainability Index is not a
recommendation to buy, sell, or hold such company, nor is it investment
advice. S&P Dow Jones, Dow Jones, S&P, RobecoSAM and their respective
affiliates (collectively "SPDJI parties") do not sponsor, endorse, sell, or
promote any investment fund or other investment vehicle that is offered by
third parties and that seeks to provide an investment return based on the
performance of any index. This document does not constitute an offer of
services in jurisdictions where the SPDJI Parties do not have the necessary
licenses. The SPDJI Parties may receive compensation in connection with
licensing its indices to third parties.
Important legal information: The details given on these pages do not
constitute an offer. They are given for information purposes only. No
liability is assumed for the correctness and accuracy of the details given.
The securities identified and described may or may not be purchased, sold or
recommended for advisory clients. It should not be assumed that an investment
in these securities was or will be profitable.
RobecoSAM, USA Inc. ("RobecoSAM" or the "Firm") is an Investment Adviser
registered with the Securities and Exchange Commission under the Investment
Advisers Act of 1940. RobecoSAM is a subsidiary of Robeco Groep N.V.
("Robeco"), a Dutch investment management firm headquartered in Rotterdam, the
Netherlands. In connection with providing investment advisory services to its
clients, RobecoSAM will utilize the services of certain personnel of RobecoSAM
AG ("AG"), and Robeco Investment Management, Inc. ("RIM"), each a wholly owned
subsidiary of Robeco Group.
RobecoSAM USA, Inc., 909 Third Avenue, New York, NY 10022, T: +1 212 908 9500,
F: +1 212 908 9672
SOURCE S&P Dow Jones Indices
Contact: Francois Vetri, Head of Corporate Communications, Josefstrasse 218,
8005 Zurich / Switzerland, +41 44 653 10 02, firstname.lastname@example.org,
www.robecosam.com; or Barbara Mahe, Communications, S&P Dow Jones Indices,
(+44) 20 7176 8461, email@example.com; or David Guarino, Communications,
S&P Dow Jones Indices, +1-212-438-1471, firstname.lastname@example.org
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