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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.

For further details, you can download the entire general section of the SAM questionnaire as a PDF-file. You can also visit the entire online questionnaire for the specialized consumer services.
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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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