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About the CSA

The RobecoSAM Corporate Sustainability Assessment

The Corporate Sustainability Assessment (CSA) empowers you to leverage the unique expertise and the proprietary methodology and database underlying the world’s most renowned sustainability indices, the Dow Jones Sustainability Indices (DJSI).

Key facts

  • Since 1999, the Corporate Sustainability Assessment (CSA) and the collaboration with Dow Jones Indices (now S&P Dow Jones Indices) has been the foremost global sustainability benchmark
  • Companies are selected for inclusion in the Dow Jones Sustainability Indices (DJSI) and several other sustainability indices on the basis of their results in RobecoSAM’ s Corporate Sustainability Assessment
  • A growing number of companies participate in the assessment and use their results to benchmark their sustainability performance vis-a-vis peers.
  • The CSA applies a best-in-class approach, meaning no industries are excluded from the assessment, and the CSA compares companies across 60 industries via questionnaires assessing a mix of 80-100 cross-industry and industry-specific questions
  • On the basis of their performance, companies receive scores ranging from 0 to 100 and percentile rankings for approximately 20 financially relevant sustainability criteria across economic, environmental and social dimensions
  • All assessed companies' industry rankings are published on the Bloomberg Platform

A history of innovation

What started out as a paper-based questionnaire in 1999 has now grown into one of the world’s most extensive corporate sustainability databases. To ensure that our analysis remains focused on financially material criteria, we continuously refine our methodology to reflect new sustainability trends that are likely to have an impact on companies’ competitive landscape. 

Our CSA timeline highlights the key innovations to the questionnaire as well as some of the major technological developments, environmental challenges, and global events that have influenced our methodology over the years.
History of innovation
History of innovation
History timeline RobecoSam

About RobecoSAM

Founded in 1995, RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. It offers asset management, indices, impact analysis and investing, sustainability assessments, and benchmarking services. The company’s asset management capabilities cater to institutional asset owners and financial intermediaries and cover a range of ESG-integrated investments, featuring a strong track record in resource efficiency-themed strategies. Together with S&P Dow Jones Indices, RobecoSAM publishes the globally recognized Dow Jones Sustainability Indices (DJSI) as well as the S&P ESG Factor Weighted Index series, the first index family to treat ESG as a standalone performance factor using the RobecoSAM Smart ESG methodology. Based on its Corporate Sustainability Assessment (CSA), an annual ESG analysis of approximately 4,500 listed companies, RobecoSAM has compiled one of the world’s most comprehensive databases of financially material sustainability information. The CSA data is also included in USD 119 billion of assets under management at Robeco.

RobecoSAM is a sister company of Robeco, the Dutch investment management firm founded in 1929. Both entities are subsidiaries of ORIX Corporation Europe N.V., the center of asset management expertise for ORIX Corporation. As a reflection of its own commitment to advancing sustainable investment practices, RobecoSAM is a signatory of the PRI, UN Global Compact and Climate Action 100+, a supporter of the Task Force on Climate-related Financial Disclosure (TCFD), as well as a member of Eurosif, Swiss Sustainable Finance, Carbon Disclosure Project (CDP), and Portfolio Decarbonization Coalition (PDC). As of June 30, 2018, RobecoSAM had client assets under management, advice and/or license of approximately USD 21,5 billion.

About RobecoSAM ESG Ratings

RobecoSAM's ESG Ratings team is responsible for RobecoSAM’s Corporate Sustainability Assessment (CSA), from the methodology behind the assessment through the data collected each year to the evaluation and scoring of individual companies. The team’s ultimate responsibility is to collect and aggregate feedback from all core internal and external stakeholders and translate it into a uniform and up-to-date approach to assessing corporate sustainability performance. These updates ensure the continued relevance of issues already captured and to address emerging sustainability issues expected to have an impact on companies in years to come. The proprietary database managed by the team contains more than two decades of ESG data on the largest companies in the world.

About RobecoSAM Sustainability Services

Sustainbility Services is a separate business unit within RobecoSAM AG, founded in 2006. Our services focus on leveraging RobecoSAM's sustainability know-how to drive sustainability business practices by offering companies, experts and practitioners a range of unique services to evaluate their sustainability performance in a credible way.