$14 Billion Swiss Hedge Fund Develops Dow Jones Index Relationship

New York (HedgeCo.net) – SAM, the E11.2 billion ($14.36 billion) hedge fund focused exclusively on Sustainability Investing, is deepening its eleven-year-old collaboration with Dow Jones Indexes by expanding its worldwide Sustainability Index offering.

Under this joint marketing agreement, Dow Jones Indexes will be responsible for calculation, marketing and distribution of the indexes including the European indexes, while SAM remains responsible for the component selections. As a result, SAM’s collaboration with STOXX Ltd., which had previously calculated the European STOXX Sustainability Indexes, has been terminated.

“Over the past eleven years, the Dow Jones Sustainability Indexes have been successfully developed and expanded worldwide.” Rodrigo Amandi, Managing Director SAM Indexes said, “Through what is now an exclusive global collaboration with Dow Jones Indexes, we are taking account of the growing significance of sustainability benchmarks by offering investors around the world a homogeneous index family. We extend our thanks to partner STOXX for the positive cooperation to date and look forward, in partnership with Dow Jones Indexes, to continuing our pioneering work in the field of sustainability and shaping the segment’s future growth.”

SAM retains responsibility for component selection The Dow Jones Sustainability Indexes (DJSI) are the oldest benchmarks for Sustainability Investing. Aggregate investment volumes in DJSI-based portfolios now total more than USD 8bn.

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.

SAM was founded in 1995, is headquartered in Zurich and employs over 100 professionals.

Alex Akesson
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