INFORMATION SOURCES
1. SAM Questionnaires
SAM Questionnaires specific to each of the DJSI sectors are
distributed to the CEOs and heads of investor relations of
all the companies in the DJSI investable stocks universe.
The questionnaire is designed to ensure objectivity by limiting
qualitative answers through predefined multiple-choice questions.
The completed company questionnaire, signed by a senior company
representative, is the most important source of information
for the assessment.
2. Company Documentation:
Documents analyzed include:
- Sustainability reports
- Environmental reports
- Health and safety reports
- Social reports
- Annual financial reports
- Special reports (e.g. on intellectual capital management,
corporate governance, R&D, employee relations)
- All other sources of company information; e.g. internal
documentation, brochures and website.
3. Media and stakeholder reports as well as other publicly
available information
Analysts review media, press releases, articles, and stakeholder
commentary written about a company over the past year.
4. Personal Contact with Companies
Each analyst personally contacts individual companies to clarify
open points arising from the analysis of the questionnaire
and company documents. This contact is made either via telephone,
company visits or meetings with the company at either the
SAM office or at public events.
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