Kein Folientitel

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Investing in Responsibly Cared Companies
? Sustainability Investing a unique investment
style
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Responsible Care Conference
Regula BosshardSustainability Analyst, SAM
Sustainable Asset Management Berlin, November 12,
2001
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The World is changing....
trust me
High
involve me
tell me
show me
Confidence
Low
High
Low
Transparency
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...and Investors are changing
www.sustainability-index.com

• New standard to register and measure
  Sustainability in investments

• Tracking the financial performance of the leading
  sustainability companies

• Operated by SAM Indexes GmbH, Zurich

A partnership of
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Global TrendsKey Sustainability Challenges for
the Chemical Industry
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• Corporate Sustainability
• ... is a business approach to create long-term
  shareholder value
• ... by embracing opportunities and managing risks
  
• ... derived from economic, environmental and
  social developments

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Development of the Concept of Sustainability
Investing
Corporate Sustainability as a business approach
Scope
Cost reduction Legal compliance
1970
1980
1990
2000
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Development of Sustainability InvestorsSAM
Clients and Partners
1995/96 1997
1998 1999
2000/01
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DJSI World Annual Review

Dow Jones Global Index2,500 largest companies64
industry groups34 countries
Component SelectionTop 10 leading
sustainability companies in each industry
group 20 target market cap coverage in each
industry group
DJSI World309 Components62 industry groups26
countries
Verified by
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DJSI World (December 1993 Oct. 2001, USD,
Price Index)
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SAM Corporate Sustainability Assessment Chemical
Industry Benchmarking
www.sustainability-index.com Industry Overviews
Runner up
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SAM Corporate Sustainability Assessment Company
Benchmarking Report
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SAM Corporate Sustainability CriteriaGeneral
Criteria

• Remuneration
• Employee development
• Stakeholder involvement

• Responsibility board level
• Anti-discrimination and
• Anti-corruption procedures

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SAM Corporate Sustainability CriteriaChemical
Industry

• Industry Drivers
• Environmental and social product stewardship with
  a shift from product- towards service-focus
• Product portfolio
• Reputation Management
• Uncertainities

• Assessment Criteria
• Stakeholder relations, Strategic alliances
• Opportunities.Products with a sustainable added
  value
• RisksHazardous substances, Uncertainities with
  new substances
• Corporate Communication, Innovation Management
• RnD focus on long term environmental and social
  impacts of products, Risk Crisis Management

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Filling the Corporate Sustainability GAPin the
Chemical Industry
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Filling the Corporate Sustainability
GAPPotentials for Responsible Care

• Realign RC goals to Key Global Sustainability
  Challenges and focus on the business case
• Build on achievements and existing networks and
  continue to present a platform for knowledge
  sharing on best practices and experiences
• Explore possibilities to join forces with other
  initiatives for specific projects in areas such
  as policy development, awareness improvement and
  advocacy (e.g. WBCSD, GRI)
• Use this conference and Berlins spirit to start!