Sustainable Asset Management (SAM)

About: Zurich-based SAM is an investment group focused exclusively on Sustainability Investing. The firm’s offering comprises asset management, indexes and private equity. Its asset management capabilities include a range of single-theme, multi-theme and core sustainability investment strategies catering to institutional asset owners and financial intermediaries in Europe, the United States, Asia-Pacific and the Middle East. Through its index activities, SAM has partnered with Dow Jones Indexes and STOXX Limited for the publication and licensing of the globally recognized Dow Jones Sustainability Indexes (DJSI) as well as customized sustainability benchmarks. Furthermore, SAM is the center of expertise for cleantech private equity within Robeco. Based on its Corporate Sustainability Assessment, SAM has compiled one of the world’s largest sustainability databases and analyzes over 1,000 listed companies annually. SAM’s proprietary research and sustainability data are fully integrated into their offering.

www.sam-group.com

Key Personnel:
Sander van Eijkern, CEO
(founder and ex-CEO Reto Ringger left the company in February 2009)

Portfolio:
SAM offers: the SAM Sustainable Leaders Fund, the SAM Smart Materials Fund, the SAM Sustainable Water Fund, the SAM Smart Energy Fund, the SAM Sustainable European Equity Fund and the SAM Sustainable Global Equity Fund. SAM’s Sustainable Performance Group invests both in selected sustainability leaders and in attractive small and mid-caps. A sample prospectus by Robeco on SAM Sustainable Climate Fund and SAM Water Fund.

Facts and Figures:
Founded:
1995
Assets under management/advice (31.12.2008): EUR 7.4 billion
Offering: Asset Management (Core & Themes), Indexes (Core & Themes), Private Equity (Clean Tech)
Number of employees: ~100
Memberships:
PRI, Principles for Responsible Investment (signatory), Eurosif, European Social Investment Forum (member)
Carbon neutral since 2001:
First carbon neutral company in Switzerland

News: SAM and Gatehouse Bank globally introduce first Shariah-compliant, water-focused investment strategy in 2009.

About Robeco Investment Management: Robeco Investment Management, Inc. is the U.S. asset management arm of global fund manager Robeco Group (which is part of Rabobank Group), headquartered in the Netherlands, with assets under management exceeding $200 billion, globally (as of June 30, 2007). The Robeco Investment Management platform is comprised of three divisions: Robeco Boston Partners, Robeco Sage and Robeco Weiss, Peck & Greer. Products include U.S. equity, U.S. fixed income, fund of hedge funds and alternatives. Additionally, the firm offers global and international equity, including emerging markets, and fixed income products of its European affiliates, including SAM.

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5 comments

  1. FOA · July 24, 2009

    Ming Hoe
    Can you do a little work on the Indices after you finish your current project. If you send me the names of all the indices you’ve come across, I can send you all the constituents. Perhaps you can get this information online yourself?

  2. FOA · July 24, 2009

    Following the links through, I notice that the constituents for the DJ indices are available on their website. The consituents of the ECO and NEX Wilderhill indices also seem to be available. Please hunt these down [or Esther] and pop them into eXcel. Include the ticker if you can. Thanks.

    http://www.nyse.com/about/listed/mkt_indexes_other_us.shtml

    • matthewlim · July 24, 2009

      I’ve heard of the ECO and NEX indices. Will try to list them down in the Excel and its constituents. If I come across other indices but the full list of constituents are not available, I’ll ask you then.

  3. FOA · July 24, 2009

    This is a clear KIM competitor [excluding the Index business]

    • matthewlim · July 24, 2009

      KIM?

Comments are closed.