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RobecoSAM expands its client relations team

13-06-2017 RobecoSAM today announced that it has expanded its client relations team to include four additional SI specialized sales professionals. Stéphane Matile was appointed Head of Wholesale Clients/Country Head Switzerland and Rüdiger Zeppenfeld was named Head of Institutional Clients. In addition, Johannes Weisser and Susanne Linhardt were appointed Senior Client Portfolio Manager and Client Portfolio Manager to support the RobecoSAM and Robeco client relationship managers in Switzerland and globally.

Robeco and RobecoSAM announce new organizational setup and a more focused client relations approach in Switzerland

13-06-2017 Robeco Institutional Asset Management B.V. (“Robeco”) and RobecoSAM, today announced a new organizational setup for their respective operations in Switzerland. As per July 3, 2017, Robeco will have its own branch in Switzerland, based in Zurich: Robeco Switzerland AG. The activities previously handled by RobecoSAM for Robeco in Switzerland will be carried out by the new Robeco Switzerland AG entity. This is a natural step under the new governance structure announced by Robeco Groep N.V. last year whereby Robeco and RobecoSAM became autonomous sister companies.

RobecoSAM collaboration agreement will create a regional Environmental, Social, and Governance (ESG) index in Latin America.

22-02-2017 RobecoSAM, S&P Dow Jones Indices (S&P DJI), International Finance Corporation (IFC), and the Stock Exchanges of the Mercado Integrado Latinamericano (MILA) announced an agreement to work collaboratively in the development of a regional Environmental, Social, and Governance (ESG) index. The new benchmark is based on the renowned Dow Jones Sustainability Indices’ methodology and tracks the performance of companies with the highest RobecoSAM sustainability scores in the Pacific Alliance region, including Chile, Colombia, Mexico and Peru.

Robeco teams up with RobecoSAM to manage the ‘Optimized Equity index strategy with an ESG approach’ for France state reserve fund FRR

24-01-2017 French pension fund Fonds de Reserve pour les Retraites (FRR) has chosen Robeco Institutional Asset Management B.V. (Robeco), as one of the asset management companies in charge of implementing best practice for its ‘Optimized Equity index strategy with an ESG approach’. These mandates factor in all types of ESG related matters including those relating to decarbonizing assets as well as the recently added tobacco and coal exclusion policy. Robeco will team up with sister company and Sustainable Investing pioneer RobecoSAM to do this.

RobecoSAM Publishes the Annual Sustainability Yearbook 2017

19-01-2017 RobecoSAM today announced the publication of its 2017 Sustainability Yearbook. The Yearbook showcases the sustainability performance of the world’s top companies and includes the top 15% per industry, which are awarded Gold, Silver or Bronze medals.

Marius Dorfmeister named new Global Head of Clients and Member of the Executive Committee of RobecoSAM

05-01-2017 RobecoSAM today announced that it has named Marius Dorfmeister as its Global Head of Clients and Member of the Executive Committee. Dorfmeister was appointed as of the beginning of January 2017, subject to the approval of FINMA.

Aris Prepoudis appointed new CEO of RobecoSAM

01-12-2016 RobecoSAM appointed Aris Prepoudis as CEO from January 1, 2017, subject to FINMA approval. He will take over from Reto Schwager, who has led the company as interim CEO since August 2016. Schwager will continue to perform as Global Head of Private Equity and a member of the Executive Committee.

RobecoSAM makes corporate sustainability rankings public on Bloomberg Professional service

20-09-2016 RobecoSAM and Bloomberg published the percentile rankings of almost 2000 companies on the Bloomberg Professional service today.  This move supports RobecoSAM’s mission to drive sustainable thinking in financial markets and to increase non-financial disclosure amongst corporates. The data will be available across a number of the Bloomberg Professional service’s investment tools, supporting company, industry and portfolio analysis, including ESG <GO> -- the new company ESG analysis page. RobecoSAM becomes the first company to offer a complete ESG company ranking dataset to mainstream investors through the Bloomberg Professional service.

Results Announced for 2016 Dow Jones Sustainability Indices Review

08-09-2016 The 2016 results of the annual Dow Jones Sustainability Indices (DJSI) Review have been announced today by RobecoSAM and S&P Dow Jones Indices. The DJSI World includes only the top 10% of companies per industry, making it the gold standard for corporate sustainability.

RobecoSAM Wins “SRI Provider of the Year” at the European Pensions Awards 2016

27-07-2016 RobecoSAM has won the “SRI Provider of the Year” category at this year’s European Pensions Awards. The award, which was presented in association with European Pensions magazine, recognizes outstanding achievement in the SI market. The European Pensions Awards honor the exceptional accomplishments of investment firms, consultancies and pension providers that have set the professional standards in the varied field of European pension provision. RobecoSAM beat 9 other candidates also shortlisted for the SRI Provider of the Year title in the 9th edition of the European Pensions Awards.

Michael Baldinger to leave RobecoSAM, Reto Schwager to be appointed CEO ad interim

08-07-2016 RobecoSAM today announced that Michael Baldinger, RobecoSAM CEO since 2011 and Member of the Executive Committee (ExCo) since 2009, has decided to leave the firm. Reto Schwager, Head of Private Equity at RobecoSAM and Member of the Company’s ExCo since January 2015, will be appointed CEO ad interim.

RobecoSAM was recognized as “ESG Manager of the Year” at Institutional Investor magazine’s European Awards 2016 in London.

22-06-2016 RobecoSAM was recognized as “ESG Manager of the Year” at Institutional Investor magazine’s European Awards 2016 in London.

New joint study by RobecoSAM and GRI reveals GRI Standards fit for investment-grade disclosures

03-05-2016 GRI and RobecoSAM have today released the research publication Defining What Matters: Do companies and investors agree on what is material? The publication examines whether the information companies disclose in their sustainability reports correlates with what investors want to know.

RobecoSAM appoints Rocco D’Urso as Senior Relationship Manager for Index Products

27-04-2016 RobecoSAM today announced the appointment of Rocco D’Urso as Senior Relationship Manager for Index Products.

S&P Dow Jones Indices and RobecoSAM the First to Launch Indices Using ESG as a Smart Beta Factor

19-04-2016 S&P Dow Jones Indices (S&P DJI) and RobecoSAM today announced the launch of the S&P ESG Index Series, which is designed to measure the performance of companies in its respective underlying index with a weighting scheme based on an ESG Factor Score.

RobecoSAM appoints Junwei Hafner-Cai as Co-Portfolio Manager

08-03-2016 RobecoSAM today announced the appointment of Junwei Hafner-Cai as Co-Portfolio Manager for the RobecoSAM Global Child Impact Equities and Global Gender Equality Impact Equities strategies.

RobecoSAM Publishes the Annual Sustainability Yearbook 2016

20-01-2016 RobecoSAM today announced the publication of The Sustainability Yearbook 2016. The Yearbook looks back at companies’ sustainability performance in 2015, includes the best 15% per industry and ranks them Gold, Silver or Bronze. The top performing company from each of the 59 industries analyzed is awarded RobecoSAM Industry Leader status.

RobecoSAM Develops “Smart ESG” Methodology and Launches Global Child Impact and Global Gender Equality Impact Strategies

24-09-2015 RobecoSAM, the investment specialist focused exclusively on Sustainability Investing (SI), today unveiled three innovations before more than 360 participants from around the world at its annual RobecoSAM Forum: the “Smart ESG” methodology, along with two new investment solutions that specifically consider children’s rights and corporate gender equality.

Results Announced for 2015 Dow Jones Sustainability Indices Review

10-09-2015 The 2015 results of the annual Dow Jones Sustainability Indices (DJSI) Review have been announced today by RobecoSAM and S&P Dow Jones Indices. The DJSI World includes only the top 10% of companies per industry, making it the gold standard for corporate sustainability.

RobecoSAM Celebrates 20 Years in Sustainability Investing

26-08-2015 RobecoSAM this month celebrates 20 years of pioneering efforts to advance the field of SI in the areas of ESG integration, Theme funds and Impact Investing.

Robeco and RobecoSAM awarded highest scores in latest UN PRI assessment

11-08-2015 Robeco Group and RobecoSAM have announced that they have been awarded A+ scores by the UN PRI for their overarching approach to Sustainability Investing. Of the 681 investment managers that are signatories of the UN PRI, only 16% received A+ scores for their overarching approach.

RobecoSAM Forecasts Global Water Market Rebound

08-07-2015 RobecoSAM today published “Water: the market of the future.” According to the study’s findings, demographic change, aging infrastructure, higher water quality standards and climate change are the four key megatrends shaping the global water market which is expected to rebound and reach USD 1 trillion by 2025.

RobecoSAM and S&P DJI Launch ESG tilted Sovereign Bond Index

08-04-2015 RobecoSAM and S&P Dow Jones Indices launched the S&P ESG Pan-Europe Developed Sovereign Bond Index. The index is an ESG tilted version of the S&P Pan-Europe Developed Sovereign Bond Index. This is RobecoSAM’s first product in the fixed income space.

RobecoSAM Launches Impact Investing Platform

01-04-2015 RobecoSAM today announced the launch of its impact investing offering. RobecoSAM’s Environmental Impact Monitoring tool is the first of a broad suite of impact investing solutions to be released by the Company.

RobecoSAM Launches Annual Dow Jones Sustainability Indices Company Evaluation

31-03-2015

RobecoSAM today launched its Corporate Sustainability Assessment, the annual evaluation of corporate sustainability practices that serves as the basis for the construction of all Dow Jones Sustainability Indices.

New GRI and RobecoSAM publication explores materiality

04-03-2015

On March 4th 2015 RobecoSAM and the Global Reporting Initiative (GRI) launched a joint publication on what reporting organizations and investors consider to be financially material. The study reveals a high overlap of what is regarded as material, although the wording of their definitions may sometimes differ. More here. GRI’s mission is to make sustainability reporting standard practice.

RobecoSAM Publishes the Annual Sustainability Yearbook 2015

19-01-2015 RobecoSAM today announced the publication of The Sustainability Yearbook 2015. The Yearbook looks back at companies’ sustainability performance in 2014, includes the best 15% per industry and ranks them Gold, Silver or Bronze. The top performing company from each of the 59 industries analyzed is awarded RobecoSAM Industry Leader status.

RobecoSAM launches new global small cap equities fund

17-12-2014 Small companies, big opportunities. RobecoSAM launches Global Small Cap Equities Fund. The fund is one of the first of its kind, combining companies that benefit from the global trend towards resource efficiency and exhibit superior sustainability profiles.

RobecoSAM has three new capabilities in two different asset classes

02-10-2014 RobecoSAM, has launched three new capabilities today covering two asset classes: listed and private equity. All three strategies integrate ESG factors. The RobecoSAM Quant Equity Fund and Private Equity capabilities serve different client needs.

Results Announced for 2014 Dow Jones Sustainability Indices Review

11-09-2014 The 2014 results of the annual Dow Jones Sustainability Indices (DJSI) Review were announced by RobecoSAM and S&P Dow Jones Indices. The DJSI World includes only the top 10% of companies per industry, making it the gold standard for corporate sustainability. This year marks the 15 year anniversary of the DJSI.

New study from RobecoSAM: Pension fund members in Switzerland are calling for sustainable investment strategies

04-09-2014 Pension fund members in Switzerland are calling for sustainable investment strategies. Pension fund members in Switzerland are interested in how and where the pension fund invests their money. 
The overwhelming majority (72%) of the insured members are calling for more sustainable investment strategies from their pension funds.

Asian Development Bank, ORIX, and Robeco establish a new private equity joint venture for resource efficiency investments in Asia

04-08-2014

The Asian Development Bank (ADB), ORIX Corporation (ORIX), and Robeco have established a new private equity joint venture with a focus on resource efficiency investments. The investment vehicle will be dedicated to renewable energy, clean technology, natural resource efficiency, water, and agriculture. RobecoSAM’s investment expertise in the field of resource efficiency and private equity was crucial to Robeco being granted the mandate from ADB.

RobecoSAM introduces new function of SI Clients Specialists

12-03-2014

RobecoSAM today announced the appointment of Lucas van Berkestijn and Cécile Churet as Sustainability Investing (SI) Client Specialists. These newly created positions will serve as a link between RobecoSAM’s research and product development activities and institutional clients seeking new, tailor-made ways of integrating financially relevant ESG factors across all asset classes. 

RobecoSAM publishes annual Sustainability Yearbook

21-01-2014

RobecoSAM announces the publication of its annual Sustainability Yearbook which looks back at companies’ sustainability performance in 2013 and ranks them as Gold, Silver or Bronze. The top performing company from each of the 59 industries is awarded RobecoSAM Industry Leader. This year, RobecoSAM’s CEO encourages the CEOs of the yearbook’s 59 Industry Leaders to talk to their pension fund managers and help them embrace sustainability. 

Results Announced for 2013 Dow Jones Sustainability Indices Review

12-09-2013

RobecoSAM and S&P Dow Jones Indices announce the results of the annual Dow Jones Sustainability Indices (DJSI) review. Launched in 1999, the DJSI were the first global indices to track the financial performance of the leading sustainability-driven companies worldwide. 

RobecoSAM and S&P Dow Jones Indices introduce DJSI Diversified Family

30-05-2013 RobecoSAM, the investment specialist focused exclusively on Sustainability Investing, and S&P Dow Jones Indices, one of the world’s largest providers of financial market indices, today announced the launch of the Dow Jones Sustainability Diversified Indices Family (DJSI Diversified Family). The new offering provides investors with a family of indices designed to have risk/return characteristics similar to standard global equity benchmarks, but with significantly greater representation to more sustainable companies.

 

RobecoSAM kicks off annual Corporate Sustainability Assessment

18-03-2013

RobecoSAM invites the 2,500 largest companies in terms of free float market capitalization from all industries to participate in its annual Corporate Sustainability Assessment (CSA). In addition, 800  companies from emerging markets are invited to participate and gain eligibility for inclusion in the recently lauchned DJSI Emerging Markets.

Powerful new collaboration with CDP will simplify the Corporate Sustainability Assessment for companies

18-03-2013 As part of its annual corporate sustainability ranking process, RobecoSAM, the company behind the Dow Jones Sustainability Indices (DJSI), produced with S&P Dow Jones Indices, will now ask public companies the same climate change questions as those developed over the past decade by CDP, provider of the only global environmental disclosure system and producer of the annual Climate Disclosure and Climate Performance Leadership Indexes (CDLI & CPLI). This collaboration will improve the comparability of sustainability data in the global market and will simplify the process for companies answering multiple requests for environmental information.

RobecoSAM and S&P Dow Jones Indices introduce DJSI Emerging Markets

21-02-2013 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.

ORIX acquires Robeco

19-02-2013

ORIX Corporation (ORIX), Coöperatieve Centrale Raiffeisen-Boerenleenbank B.A., (Rabobank) and Robeco Groep N.V., (Robeco) announce that ORIX is acquiring approximately 90.01% of the equity in Robeco from Rabobank, for EUR 1,935 million (JPY 240.2 billion). Closing of the transaction is subject to legal and regulatory approvals, which are expected to be completed within six months.

RobecoSAM and KPMG launch The Sustainability Yearbook 2013

22-01-2013

Companies from the USA, Germany and South Korea are top gold medal winners for sustainable business according to The Sustainability Yearbook 2013. Only the top 15% of companies from each of the 58 sectors qualify for inclusion in The Sustainability Yearbook. A total of 67 companies have been awarded gold medals this year, which corresponds to just 2.5% of all companiess assessed. Additionally, 58 companies are recognized as RobecoSAM Sector Leaders for setting the industry standard in environmental, social and governance practices.   

Funds Europe names SAM “European Thought Leader” 2012

04-12-2012 SAM has won the Funds Europe Awards in the “European Thought Leadership” category for its sustainability foresight and its relentless efforts in educating the public at large on the importance of Sustainability Investing. Organized by Funds Europe magazine, the prestigious Awards recognize outstanding companies for innovative contributions to the advancement of the European funds industry. The winners were announced at a special ceremony at the Tower of London on November 29, 2012.

Results Announced for 2012 Dow Jones Sustainability Indexes Review

13-09-2012

SAM and S&P Dow Jones Indices announce the results of the 2012 Dow Jones Sustainability Indexes (DJSI) review. SAM names the 19 Supersector leaders that truly stand out amongst their peers as well as the largest additions and deletions to the index family. The DJSI are based on SAM’s annual Corporate Sustainability Assessment, which measures the sustainability performance of over 2,000 of the largest companies globally.

New SAM study on sustainable investment opportunities in agribusiness

06-09-2012 Without investment in innovative and sustainable solutions, the global food supply will not suffice. The SAM study published today Harvesting Opportunities for a Sustainable Food Supply, examines the current factors straining food production and looks at investments in long-term solutions that will help ensure a sustainable food supply well into the future.

SAM publishes new study on global Clean Tech Private Equity market

02-07-2012 The study, “From Venture to Growth”, provides investors with a broad overview of the Clean Technology Private Equity Market. Interestingly, a growing number of multinational corporations now grasp the strategic value associated with increased operational efficiencies and clean as well as responsible product ranges and they are snatching up innovative companies. This made M&A activity particularly strong in 2011.

New image campaign – making the intangible tangible

19-06-2012 SAM has launched a new image campaign aimed at educating the market on the value of integrating sustainability into financial analysis. Vivid images are used to visually communicate how intangible sustainability metrics can become tangible.

SAM kicks off annual Corporate Sustainability Assessment

10-04-2012 The 2,500 largest companies from all sectors are invited to participate in SAM’s annual Corporate Sustainability Assessment (CSA), the research backbone for the construction of the Dow Jones Sustainability Index (DJSI). After the assessment, companies are included in the DJSI World if their sustainability performance ranks among the top 10% of their industry peers. The new composition of the DJSI family will be announced on September 13, 2012.

Financial Times/IFC name SAM “Sustainable Investor of the Year”

18-06-2012 SAM has been named “Sustainable Investor of the Year” by the Financial Times (FT) and the International Finance Corporation (IFC, a member of the World Bank Group). SAM was praised during the awards ceremony for its success in bringing sustainable investment to the mainstream.

5-Year Anniversary of SAM Healthy Living Fund and SAM Climate Fund

04-04-2012 SAM celebrates the fifth anniversary of two theme funds launched on March 30, 2007. The funds invest in companies that address two of the defining global challenges of our time: rising healthcare costs and climate change.

Two new members elected to SAM’s Board of Directors

22-03-2012 The shareholders of SAM Group Holding AG today elected two new members to SAM’s Board of Directors. David Blumer, CIO and Member of the Group Executive Committee of SwissRe, as well as Karin van Baardwijk, Senior Vice President Operational Risk Management Robeco will join SAM’s Board of Directors. With their respective areas of expertise, the strategic investment oversight and risk control of SAM’s Board will be strengthened.

SAM and KPMG publish 2012 Sustainability Yearbook

26-01-2012 SAM and KPMG officially launch the SAM Sustainability Yearbook 2012 at the World Economic Forum in Davos today. The Yearbook presents the companies recognized as sustainability leaders from the 58 sectors examined by SAM’s Corporate Sustainability Assessment (CSA).
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