SAM (Sustainable Asset Management) has just launched two new U.S mutual funds. The SAM Sustainable Water Fund and the SAM Sustainable Climate Fund offer both institutional and investor share classes. Last month Robeco, the parent company of SAM, held an event at the Central Park Zoo in NYC, to celebrate the impending launch of these funds.
SAM (Sustainable Asset Management), world leader in sustainability investing since 1995, has just launched two sustainability theme-based SEC-registered no-load mutual funds for US investors. The SAM Sustainable Water Fund and the SAM Sustainable Climate Fund offer both institutional and investor share classes, and provide the same disciplined investment approach that Zurich-based SAM has been successfully offering to investors in Europe, Australia and Asia for the past 12 years. Other sustainability investment products will be introduced to US investors later this year. The funds are advised by SAMís subsidiary, Sustainable Asset Management USA, Inc., a registered investment adviser.
SAMís Sustainable Water Fund, a global, all cap equity fund, is based upon SAMís belief that demographic changes, the aging of water infrastructure, pollution and climate change create business opportunities for companies operating in the water value chain. The fund seeks to provide long-term growth of capital by investing in the equities or equity-related securities of US and non-US companies offering technologies, products or services related to the water value chain. Water-related issuers include companies involved in water distribution and water management, water treatment and water purification, water monitoring and chemical analysis, water recycling, sanitary installations and metering, irrigation and bottled water.
SAMís Sustainable Climate Fund, a global, all cap equity fund, is based upon SAMís belief that climate change creates business opportunities for companies providing solutions that mitigate climate change or adapt and respond to the effect of climate change. The fund seeks to provide long-term growth of capital by investing in equities or equity-related securities issued by US and non-US companies that offer technology, products or services to overcome and delay climate change or help alleviate the effects of climate change. Climate-related companies include those developing carbon light power generation technologies, demand-side energy efficiency, carbon light transportation solutions and emission reduction from land use and sinks, water and coastal infrastructure, knowledge and warning systems, building infrastructure, and disaster relief and reconstruction.
Reto Ringger, founder and CEO of SAM, said, ďThe broad topic of sustainability is attracting increasing global attention from both institutional and private investors. Until now, however, US investors havenít been able to participate in the business opportunities created by those companies helping develop technologies and products in the sustainablity space.Ē
Last year SAM formed a strategic alliance with global investment manager Robeco Group. In the US, SAMís investments are available through Robeco Investment Managementís affiliate, Robeco Securities, LLC.
Bill Kelly, CEO of Robeco Investment Management said, ďOn an international scale, SAM has a 12-year track record of offering investors the same calibre of theme-based strategies now available in the US. We are very pleased to make these products available to our clients and look forward to bringing other sustainability strategies to the marketplace in the coming months.Ē
All SAM Funds are offered by prospectus only. Prospectuses contain more complete information on management fees and other expenses and should be read carefully before investing. You should consider the investment objectives, risks, charges and expenses of the SAM Funds carefully before investing. To obtain a prospectus with this and other information about the funds, please download from the Robeco Investment Management website, www.robecoinvest.com or call 1-888-261-4073 to speak with a Robeco Investment Management representative.
Shares representing interests in the Funds are distributed by PFPC Distributors, Inc. King of Prussia, PA 19406. Shares of the Funds may also be available through certain brokerage firms, financial institutions and other industry professionals.
About SAM (Sustainable Asset Management)
SAM (Sustainable Asset Management) was founded in 1995 as an independent asset management company for sustainability investments and has grown to become one of the worldís leading institutions in this field. SAM is headquartered in Zurich, Switzerland and has a presence in Europe, Australia and North America. SAMís clients include banks, insurance companies, pension funds, family offices and private investors.
SAM has a comprehensive portfolio of theme-based products in the areas of water, climate, new energy sources, new materials and healthy living. In addition, it offers large institutional investors a broad array of client-oriented, mandate-based services, including optimized, active and restriction-free strategies on the basis of its proprietary research.
SAM seeks and identifies leading companies on the basis of company-specific sustainability criteria. Integrating those future-oriented factors into the company valuation and investment process represents the foundation of SAMís investment philosophy. SAMís expertise is based on its proprietary, independent research technique and an active, international network of sustainability experts. SAM maintains the worldís largest sustainability database.
Together with Dow Jones Indexes and STOXX, SAM has launched a family of sustainability indexes and publishes and licenses the Dow Jones Sustainability Indexes to track the performance of companies that are industry leaders in terms of sustainability. For that purpose, SAM analyses over 1,000 companies, annually.
As of August 31, 2007, SAMís assets under management and advice totalled US$11.8 billion of which US$6.1 billion were attributable to assets under management and the remaining US$5.7 billion to assets under index licenses.
About Robeco Investment Management
Robeco Investment Management, Inc. is the U.S. asset management arm of global fund manager Robeco 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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