Nachhaltiges Investment

Excluding criteria are only considered in the specialized indexes. These exclude companies which are active in certain industries e.g. alcohol, tobacco, gambling.

The company selection process for the indexes is done based on a corporate sustainability assessment and is carried out by SAM. According to SAM this assessment allows the calculation of a sustainability performance key-figure for each company. The sustainability performance reflects the company's ability to create economic, social and ecological added value and is the result of a process to analyze and assess sustainability. The figure is calculated for every company within the investment universe of the DJSI World. The Corporate Sustainability Assessment can be divided into three levels:

- Questionnaire
- Quality of publicly accessible documents
- Verification

The criteria for the sustainability assessment of a company cover for example the following areas:

- strategic planning
- organizational learning
- environmental performance
- external stakeholders
- corporate governance

The sustainability performance key-figure of a company is calculated using SAM Information Management System (SIMS)The answers to the questionnaire along with the results of the quality of the publicly accessible information and the verification factor are evaluated along well defined rating and weighting parameters. The result, the so called Corporate Sustainability Score, is the key-figure for the company's sustainability performance. It can be corrected at any time should a test reveal any engagement into critical activities.

SAM Research