Sustainable investment products
Indices – The Dow Jones Sustainability Indices (DJSI) family of indices, as well as indices that use scores at criteria level like the S&P Long-Term Value Creation Index or the JPX/S&P CAPEX & Human Capital Index. Assets under license in these products exceed USD 10bn as of December 31, 2018.
Asset Management – CSA results inform the investment strategy of over USD 105 billion of AUM (assets under management) in the Robeco group alone.
Data licensing - Using the information collected through the CSA RobecoSAM’s Quantitative Research team developed an innovative “Smart ESG” scoring methodology to target specific investor needs. RobecoSAM has recently taken a decision to license Smart ESG scores and is in the process of making them available to investors in 2019.
Informing investment decisions
The CSA results are accessed by thousands of asset managers and investors to inform their investment decision. DJSI component lists and company rankings resulting from the CSA are made available free of charge through the following channels:
DJSI component lists – Many stakeholders use the DJSI component lists to identify leading companies and make sustainability-focused investment decisions. The DJSI component lists are downloaded over 25’000 times per year.
SAM Sustainability Yearbook – The related yearbook online database provides the ranking of over 2000 assessed companies. It is accessed over 100'000 times per year.
Industry Leader Reports - Industry leaders are the top performing companies in each of the 60 industries represented in the CSA. These reports provide an overview of the industry leader’s performance relative to other companies in the industry. They are accessed over 50’000 times per year.
Bloomberg – since 2016, percentile rankings of all assessed companies are available to a growing number of mainstream and ESG-focused investors. The Bloomberg platform has over 300'000 subscribers with over 12'000 active users of ESG data.
Sustainability-linked loans or credit facilities tie a risk premium to the borrower’s ESG performance. A company’s sustainability commitment (or CSA results) can be leveraged in combination with Sustainability-linked loans. Companies assessed in the CSA can contact SAM to issue a certificate that confirm a company's performance in the CSA to the company's credit provider. Download the CSA Certificate factsheet or contact the ESG Benchmarking team to learn more at email@example.com or +41 44 653 12 11.
Investor relations toolkit
ESG is becoming mainstream for investors around the world and is no longer limited to investment boutiques. Chief Financial Officers use the CSA to benchmark their company sustainability performance and actively report their successes. Leading IR professionals prepare analyst briefings using the information gathered and improved in the process of actively completing the CSA. This way they enhance communication with the growing number of sustainability focused investors and pro-actively include sustainability in the company’s investor relations narrative in the most convincing and credible way. SAM has a 20 year track record to address issue before they are on the agenda of other investors or regulators. Thereby preparing active CSA participants to be ahead of the curve and seen as ESG leaders when talking to investors.
Tens of thousands of non-financial stakeholders ranging from academia and Non-Governmental Organizations (NGOs) to customers and (future) employees are interested in the sustainability performance of companies and use the SAM Sustainability Yearbook and the Industry Leader Reports as a credible, independent source of information. NGOs, Individuals, HR professionals and consultants form a large share of the 100’000 annual visitors to the online database.
SAM has implemented a proactive approach to developing its research partnerships with academic institutions. The purpose of these research collaborations is to strengthen SAM’s position as a thought leader within the Sustainability Finance industry, capitalize on the value of SAM’s proprietary database and further develop its cutting-edge methodology for integrating sustainability into the investment process. Within this framework, SAM focuses on extensive collaboration with and sponsorship of selected academic institutions. Over the past year, RobecoSAM has been involved in research collaborations with the following academic institutions: