Long-Termism: Index Impossible
In the second paper of their two-part series on long-termism, Kelly Tang, Director of Global Research & Design at S&P Dow Jones Indices, and Christopher Greenwald, Head of Sustainability Investing Research at RobecoSAM, discuss the metrics used to identify companies that embody long-termism and the methodology used to construct the S&P Long Term Value Creation Global Index.
Long-Termism Versus Short-Termism: Time for the Pendulum to Shift?
Though many in the investment community recognize the detrimental effects that a short-term mindset can have on future long-term growth, companies still face tremendous pressure from asset owners to deliver short-term results. In order to effect real change, a paradigm shift is needed. Christopher Greenwald, PhD, Head of Sustainability Investing Research at RobecoSAM, and Kelly Tang, CFA, Director of Global Research and Design at S&P Dow Jones Indices discuss how investors can facilitate a shift toward more long-term thinking throughout the investment value chain by incorporating long-term ESG metrics – and more specifically, Governance metrics – into corporate financial analysis.
The RobecoSAM White Paper “Measuring Intangibles” details the scoring methodology for the RobecoSAM Corporate Sustainability Assessment.
Do sustainable countries foster sustainable companies? A Nordic case study.
It is clear that Nordic countries are above average in terms of sustainability - but can the same be said for companies from the region? The Nordics are well known for their welfare systems, advanced democracies and sustainability policies, but how do these national level programs influence corporate level practices. In this month's RobecoSAM Insight, we explore the sustainability successes and challenges faced by companies located in the Nordic Region.
What is not measured is not managed
Companies are being challenged by an increasing range of stakeholders to link their sustainability strategy and initiatives to their core business and financial performance. RobecoSAM finds that a growing number of companies have started to analyze the financial materiality of their sustainability program and that the pressure on companies to report on corporate sustainability risks and opportunities is growing. The new RobecoSAM Insight explores how leading companies continue to make good progress in leveraging sustainability accounting to measure and materialize their sustainability performance.
DJSI index rules enhancement
RobecoSAM and SPDJI are proposing to streamline the current set of rules of the Dow Jones Sustainability Indices in order to increase the transparency of the DJSI rules, maintain a best-in-class per industry approach, remove rule inconsistencies, reduce the number of components selected outside the top 10% per RobecoSAM GICS industry, clearly position the DJSI family in a wider range of offerings and keep year-on-year turnover stable.
South Korea: From growth miracle to sustainable success story
South Korea’s remarkable economic progress has produced new social challenges. The country’s companies, many of which have emerged among the global leaders of sustainability, are helping address these challenges. A stable business environment and legislative support will help more South Korean companies move from being sustainability followers to sustainability leaders and innovators. The new RobecoSAM Insight explores South Korea’s potential for positive transformation.
Unlocking sustainable value in emerging markets
ESG factors are particularly relevant in emerging markets, where growing social and environmental challenges demand a more sustainable approach to both business and economic development. Giving emerging market companies the opportunity to benchmark themselves against their global peers, while allowing investors to identify companies that are creating long-term shareholder value, can incentivize sustainable growth.