Products September 17, 2007

Swiss Co. to Offer Sustainable Asset Management Strategies to U.S. Investors

Sustainable Asset Management (SAM) is expected to make its Sustainable Water, Sustainable Climate, and Global Sustainability strategies available to U.S. institutional and retail investors by the end of the year.
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SAM’s strategies promote investing in companies at the forefront of developing and implementing innovative technologies and solutions for natural resource sustainability, according to a press release. SAM’s core offering includes innovative theme investment strategies such as water and climate change, geared to sophisticated institutional and retail investors.

“Growing concerns about the long-term impacts of climate change, the need for alternative energy, the scarcity of natural resources such as water are among the many examples of sustainability issues that have captured the attention of institutional and private investors worldwide,” said Reto Ringger, founder and CEO of SAM, in the press release.

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SAM launched the family of Dow Jones Sustainability Indexes (DJSI) in 1999 to track the performance of more than 1,000 companies that are industry leaders in terms of sustainability.

The Zurich, Switzerland-based firm has $11.8 billion in assets under management and index licenses, and teamed up with Robeco Group last year.

Further information can be accessed at http://www.sustainability-indexes.com/.

Products September 17, 2007

Mutual of Omaha Offers Full Service Retirement Package to NY Employers

Mutual of Omaha now offers employers in the state of New York a portfolio of retirement services that includes, among other things: 401(k) plans, target date funds, and investment performance and monitoring.
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The retirement services are underwritten by Companion Life Insurance Company, Mutual of Omaha’s New York affiliate, and include 401(k), 401(a), 457(b) and Individual 401(k) plans.

Mutual of Omaha’s New York retirement plans include:

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  • defined contribution plans for all types of businesses;
  • non-proprietary, style-specific fund options;
  • asset allocation portfolios;
  • target date maturity funds;
  • investment performance monitoring and evaluation;
  • fiduciary support at the plan, product and participant levels;
  • conversion and enrollment support 24-hour online and automated telephone support; and
  • an ongoing participant education program.

For more information, visit www.getretirementright.com.

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