Studies

Drawing on extensive empirical data, RobecoSAM's studies provide a comprehensive analysis of the drivers, impact and future direction of important trends in the area of Sustainability Investing.

Long-Termism: Index Impossible?

In the second paper of their two-part series on long-termism, Kelly Tang, Director of Global Research & Design at S&P Dow Jones Indices, and Christopher Greenwald, Head of Sustainability Investing Research at RobecoSAM, discuss the metrics used to identify companies that embody long-termism and the methodology used to construct the S&P Long Term Value Creation Global Index.

Long-Termism Versus Short-Termism: Time for the Pendulum to Shift?

Though many in the investment community recognize the detrimental effects that a short-term mindset can have on future long-term growth, companies still face tremendous pressure from asset owners to deliver short-term results. In order to effect real change, a paradigm shift is needed. Christopher Greenwald, PhD, Head of Sustainability Investing Research at RobecoSAM, and Kelly Tang, CFA, Director of Global Research and Design at S&P Dow Jones Indices discuss how investors can facilitate a shift toward more long-term thinking throughout the investment value chain by incorporating long-term ESG metrics – and more specifically, Governance metrics – into corporate financial analysis.

Water: the market of the future

Our latest RobecoSAM Study “Water: the market of the future,” examines these developments and more, including the key megatrends shaping the water market and the opportunities arising from these trends.

Measuring Intangibles - RobecoSAM’s Corporate Sustainability Assessment Methodology

RobecoSAM is often asked how the Corporate Sustainability Assessment works and how a company’s Total Sustainability Score is calculated. This paper seeks to offer some insights into how the questionnaire is structured and how the score is calculated.

Alpha from Sustainability

The RobecoSAM White Paper describes the alpha potential of RobecoSAM’s proprietary sustainability research. The results of this study, conducted by RobecoSAM and Robeco, clearly indicate a positive relationship between corporate sustainability and financial performance, as measured by stock returns. Overall, the findings of the White Paper provide credible evidence that companies adhering to sustainability are not contradicting their primary function, which is to maximize the profits for shareholders.

Measuring Country Intangibles - RobecoSAM’s Country Sustainability Ranking

RobecoSAM’s country sustainability framework evaluates 60 countries on a broad range of Environmental, Social and Governance factors that we consider to be key risk and return drivers relevant for investors.

External Studies

Do companies and investors agree on what is material?

  

RobecoSAM and the Global Reporting Initiative published a second joint study: “Defining What Matters - Do companies and investors agree on what is material?”

This publication covers a new group of sectors in order to establish a comprehensive picture of materiality trends across three sectors: Mining, Metals and Electric Utilities. It was published May 3rd 2016.


Defining Materiality: What Matters to Reporters and Investors

 
RobecoSAM and the Global Reporting Initiative published a first joint study: “Defining Materiality: What Matters to Reporters and Investors.”
 
The analyzed data reveals a high degree of overlap between the topics reporting organizations and investors consider material. What is financial materiality to you? It was published March 4th 2015.