Dow Jones Indexes and SAM Announce the 2011 Results of the Dow Jones Sustainability Indexes Annual Review
NEW YORK and ZURICH, Switzerland, Sept. 8, 2011 (GLOBE NEWSWIRE) -- Dow Jones Indexes, a leading global index provider, and SAM, the investment boutique focused exclusively on Sustainability Investing, today announced the 2011 results of the Dow Jones Sustainability Indexes (DJSI) annual review.
Following SAM's comprehensive Corporate Sustainability Assessment, 41 companies will be added to, and 23 firms will be deleted from the Dow Jones Sustainability World Index (DJSI World), resulting in a total of 342 components. The largest additions (by free-float market capitalization) to the DJSI World include Medtronic Inc., Schneider Electric S.A. and Societe Generale S.A., while the largest deletions (by free-float market capitalization) are Coca-Cola Co., Hewlett-Packard Co. and EnCana Corp. All changes will become effective with the open of the stock markets on September 19, 2011.
The 2011 DJSI review also yielded the following regional index component changes:
Index Name Additions Deletions Total Components
Dow Jones Sustainability Europe Index 21 13 172
Dow Jones Sustainability North America Index 20 12 143
Dow Jones Sustainability Asia Pacific Index 24 10 156
Dow Jones Sustainability Korea Index 9 6 52
Michael A. Petronella, President, Dow Jones Indexes: "The DJSI have become the gold standard in recognizing the world's corporate sustainability leaders. These indexes have become an invaluable market tool for those seeking to support companies that are committed to creating and adopting sustainable business practices."
Michael Baldinger, CEO, SAM: "In spite of the current economic turmoil, it's clear that sustainability remains a high priority on corporate and investor agendas. Through the DJSI, we are pleased to provide access to a benchmark that offers investors exposure to sustainability leaders in each sector around the world, while also enabling them to create innovative passive and structured products."
The DJSI follow a best-in-class approach, including companies across all industries that outperform their peers in numerous sustainability metrics. Each year, SAM invites the world's 2,500 largest companies, measured by free-float market capitalization, from the 57 sectors to report on their sustainability performance. The result of the Corporate Sustainability Assessment provides an in-depth analysis of economic, environmental and social criteria, such as corporate governance, water-related risks and stakeholder relations, with a special focus on industry-specific risks and opportunities.
SAM annually identifies the top company in each of the 19 supersectors into which the 57 sectors roll up. The 2011-2012 supersector leaders are:
2011 - 2012
Supersector leaders (alphabetically listed) Supersector
Air France-KLM Travel & Leisure
BMW AG Automobiles & Parts
Enagas S.A. Utilities
Hyundai Engineering & Construction Co. Ltd. Construction & Materials
Itausa-Investimentos Itau S/A Financial Services
Koninklijke DSM N.V. Chemicals
Koninklijke Philips Electronics N.V. Personal & Household Goods
KT Corp. Telecommunications
Lotte Shopping Co. Ltd. Retail
Pearson PLC Media
PepsiCo Inc. Food & Beverage
PostNL N.V. Industrial Goods & Services
Repsol YPF S.A. Oil & Gas
Roche Holding AG Healthcare
Samsung Electronics Co. Ltd. Technology
Stockland Real Estate
Swiss Re Limited Insurance
Westpac Banking Corp. Banks
Xstrata PLC Basic Resources
Launched in 1999, the DJSI are the first global indexes tracking the financial performance of the leading sustainability-driven companies worldwide. Today, the index family has approximately USD 8 billion in assets under management in a variety of financial products including mutual funds, separate accounts, notes and exchange-traded funds (ETFs). With approximately 60 licenses, the DJSI have been linked to financial products in 16 countries, an indication of investors' increasing appetite to utilize the index as a means to reflect their sustainability convictions within their portfolios.
For more information on the Dow Jones Sustainability Indexes, please visit www.djindexes.com or www.sam-group.com
Note to Editors:
About Dow Jones Indexes
Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best-known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of hedge funds, commodities and real estate. Dow Jones Indexes employs clear, unbiased and systematic methodologies that are fully integrated within index families. Dow Jones Indexes is a joint venture company which is owned 90 percent by CME Group Inc. and 10 percent by Dow Jones & Company, Inc., a News Corporation company (Nasdaq:NWS - News) (Nasdaq:NWSA - News) (ASX:NWS - News) (ASX:NWSLV.AX - News).
"Dow Jones(R)", "Dow Jones Indexes", "Dow Jones Sustainability Indexes" and all other index names listed above are service marks of Dow Jones Trademark Holdings LLC ("Dow Jones"), and have been licensed for use by CME Group Index Services LLC ("CME Indexes"). Investment products based on the Dow Jones Sustainability Indexes are not sponsored, endorsed, sold or promoted by Dow Jones, CME Indexes or their respective affiliates and none of Dow Jones, CME Indexes and their respective affiliates make any representation regarding the advisability of investing in such products. Inclusion of a company in any of the Dow Jones Sustainability Indexes does not in any way reflect an opinion of Dow Jones, CME Indexes or any of their respective affiliates on the investment merits of such company. None of Dow Jones, CME Indexes or any of their respective affiliates is providing investment advice in connection with these indexes.
The Dow Jones Indexes logo is available at http://www.globenewswire.com/newsroom/prs/?pkgid=1289
SAM is an investment boutique 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 and Asia-Pacific. Through its index activities, SAM has collaborated with Dow Jones Indexes for the publication and licensing of the globally recognized Dow Jones Sustainability Indexes (DJSI) as well as customized sustainability benchmarks. Based on its Corporate Sustainability Assessment, SAM has compiled one of the world's largest sustainability databases and analyzes over 2,000 listed companies annually. SAM's proprietary research and sustainability data are fully integrated into its offerings.
SAM is a member of the global asset manager Robeco, which was established in 1929 and offers a broad range of investment products and services. Robeco is committed to Responsible Investing and the groupwide implementation of RI principles. Within Robeco, SAM acts as the center of expertise for Clean Tech Private Equity. In addition, SAM represents Robeco in its domestic Swiss market, handling sales, client servicing and marketing on behalf of the parent company. Robeco is a subsidiary of the AAA (S&P) rated Rabobank Group (rating does not apply to any investment product and is subject to change). SAM was founded in 1995, is headquartered in Zurich and employs over 100 professionals. As of June 30, 2011 SAM's total assets amounted to USD 16.4 billion.
DOW JONES INDEXES CONTACTLondonBarbara Mahe+44 20 3379 [email protected] YorkRich Silverman+1 212 597 [email protected] CONTACTFrancois VetriHead of Corporate CommunicationsJosefstrasse 218CH-8005 ZurichPhone: +41 44 653 10 02Fax: +41 44 653 10 [email protected]