Dow Jones Sustainability World Index 2012
The Volvo Group has qualified for inclusion in the Dow Jones Sustainability World Index (DJSI World) as well as DJSI Euro Stoxx and Nordic. DJSI assesses the world’s 2,500 largest companies on the basis of economic, environmental and social criteria, focusing on long-term shareholder value.
The DJSI World includes approximately 300 of the highest ranked companies, one of which is the Volvo Group. The annual assessment includes areas such as corporate governance, risk management, climate change management, sourcing and work environment. The Volvo Group received special recognition for its handling of environmental issues.
STOXX® Global ESG Leaders
The Volvo Group is included in the STOXX Global ESG Leaders index, which offers a representation of the leading global companies in terms of environmental, social and governance criteria, based on ESG indicators provided by Sustainalytics. The index is made of the following three ESG sub-indices: the STOXX Global ESG Environmental Leaders, the STOXX Global ESG Social Leaders and the STOXX Global ESG Governance Leaders indices.
Storebrand Tripple Smart and SPP Global Topp 100
The Storebrand Tripple Smart/SPP Global Topp 100 fund is a global equity fund which invests in the 100 most sustainable companies in the world according to the company’s analysis methodology. Storebrand has included the Volvo Group in this fund. Storebrand is the Nordic region’s leading provider of life insurance and pensions with a strong engagement within sustainability since many years. The companies in the fund are selected from the MSCI All Countries Index. The fund is sector neutral and some adjustments are made regarding region representation to ensure that emerging markets companies are also included.
Sustainable Value Creation
The Volvo Group has gained top ranking in the survey on responsible business practices conducted by Sweden’s largest institutional investors. The survey studied the 100 largest corporations listed on the NASDAQ OMX Nordic Exchange in Sweden. The investors manage a total capital of SEK 5,000 billion. The Volvo Group was ranked as one of the top companies in both 2009 and 2011.
OMX GES Sustainability Index series
The Volvo Group is included in the OMX GES Sustainability Index series and the OMX GES Ethical Index series for the Nordic region. The OMX GES Sustainability indexes comprise the leading companies in the region in terms of sustainability. The analyses cover criteria for environmental, social and governance (ESG) issues, and are based on international guidelines for ESG issues.
Oekom research assessed the Volvo Group’s performance to be "Prime" and therefore qualifies the Group’s tradable bonds and shares to qualify for ecologically and socially based investment. The assessment of the social and environmental performance of a company as part of the Corporate Rating is carried out with the aid of over 100 social and environmental criteria, selected specifically for each industry.
Folksam, a major Swedish insurance company with 4 million customers, uses a company’s performance in environmental issues and human rights as criteria for their investments. In the assessment for 2012 they evaluated the Volvo Group’s ability to handle environmentally related risks. On a scale from 1 to 7, with 7 being the highest, the Volvo Group received a rating of 7 for management of environmentally related risks in accordance with relevant policies and programs.
The Volvo Group is included in the EPCI Euro Ethical Equity and ECPI Global Ethical Equity. The global index selects the 300 top capitalized companies in the global market with eligible investments according to ECPI Ethical screening Methodology and the Euro index selects the 150 top in European market.
Carbon Equity Index is an investable index that selects the companies best equipped to tackle a world of rising carbon emissions and tougher climate legislation from carbon intensive sectors such as utilities, basic materials, industrial and energy.
Generali Investment Europe
In the 2012 Socially Responsible Investments (SRI) benchmark for the Electrical Equipment, Machinery and Industrial Conglomerates sector the companies were assessed by a best-in-class risk management and positioning on sustainable opportunities. The companies that fulfilled more than 50 percent of the criteria, including the Volvo Group, are qualified for the authorized buy-list of SRI funds.
Generali Investments Europe is wholly owned by Generali Group, a leading player in the global insurance and financial markets and one of Europe’s largest insurance providers.