JUST Capital’s Quarterly Review of Stakeholder Performance – Q3 2024
As of September 30, 2024, our flagship index – the JUST U.S. Large Cap Diversified Index (JULCD) has out-performed the Russell 1000 (Cap-Weighted) benchmark by 0.46% year-to-date and by 11.97% since its inception. Here’s how we did in Q3, 2024.
JUST Capital’s Quarterly Review of Stakeholder Performance – Q2 2024
As of June 30, 2024, our flagship index – the JUST U.S. Large Cap Diversified Index (JULCD) – has out-performed the Russell 1000 (Cap-Weighted) benchmark by 1.51% year-to-date and by 13.78% since its inception. Learn more.
JUSTness matters: Identifying Performance Leaders in Negative Earning Companies
Can JUSTness be used to identify performance leaders within negative earning companies? According to our recent analysis, among the negative earners in the Russell 1000, JUST leaders have outperformed laggards by almost 40% since January 2020.
JUST Capital’s Quarterly Review of Stakeholder Performance – Q3 2023
From Jan 2018 to September 2023, leading companies have outperformed their lower-ranked peers by 56.5%, with the Workers stakeholder delivering the strongest performance in Q3.
Companies that create value for both workers and the environment also generate value for shareholders.
JUST Capital’s Quarterly Review of Stakeholder Performance – Q2 2023
From Jan 2018 to June 2023, leading companies have outperformed the laggards by 52.13% as measured by JUST Overall Score, while all five stakeholders we track delivered negative performance in Q2 2023.
JUST Capital’s Quarterly Review of Stakeholder Performance – Q1 2023
The JUST Overall Weighted Score has outperformed the Russell 1000 by 50.67% from Jan 2018 to March 2023, though all five stakeholders we track delivered negative performance in Q1 2023, primarily driven by the Financials sector.
Concepts feature companies in the top 20% of our Rankings and demonstrate that investors need not sacrifice returns to support companies doing right by all their stakeholders.
Companies Disclosing Their EEO-1 Reports Saw Higher 2022 Returns
Companies that publicly disclose the intersectional demographic data found in an EEO-1 report outperformed their peers by 7.9% over the trailing one-year period ending in 2022.
JUST Capital Rankings Have Helped USA Financial Drive Strong Performance in Large Cap Strategies
USA Financial has developed four strategies with AUM that more than doubled from Dec. 2021-22, and one generated an alpha of 65.45% since inception.
The Companies That Prioritized Their Stakeholders Outperformed Their Peers in the Fourth Quarter
Q4 ended a rough year for the stock market, but we found that high scores across all five stakeholders we track resulted in market outperformance.
Energy Companies That Perform Well in JUST’s Rankings Have Outperformed Their Industry Peers
As COP27 begins and fossil fuel companies take in massive profits, we took a look at how the top performing energy companies in our Rankings compare to the lowest performing.
Companies That Prioritize Their Workers Outperformed Peers in Q3
In JUST Capital’s Quarterly Review of Stakeholder Performance – Q3 2022, we found that companies with strong Workers scores outperformed peers in a challenging environment.
JUST Companies Tend to Outperform Their Peers
Even in challenging economic headwinds, companies performing well in JUST’s Rankings are demonstrating that following through on values does not mean sacrificing returns.
JUST Capital’s Quarterly Review of Stakeholder Performance – Q2 2022
We broke down market performance for each of the companies in our Rankings, and found that the “most just” outperformed those at the bottom of the list generally and across four of five stakeholders we measure.
JUST Capital’s Quarterly Review of Stakeholder Performance – Q1 2022
We broke down market performance for each of the companies in our Rankings, and found that the “most just” outperformed those at the bottom of the list generally and across four of five stakeholders we measure.
Amid calls for greater transparency, companies that disclose an EEO-1 report saw higher returns than their Russell 1000 peers by 2.4% over the trailing one-year period ending in 2021.
JULCD companies deliver value for their shareholders as well as the other key stakeholders they impact.
After the news that Microsoft intends to acquire the video game developer Activision Blizzard in a massive deal, we break down each company’s stakeholder scores from JUST Capital’s 2022 Rankings.
Among Companies Leading on Living Wage, Tech Outnumbers Other Industries
Technology and Utilities companies pay more workers a living wage than other industries.
Companies Offering Tuition Reimbursement Have Higher Dividend Yields
Looking at the 653 companies we rank that offer tuition reimbursement, we see that corporate leaders can prioritize education and training for their workforces and communities without sacrificing financial return.
Our charts this week highlight the sectors that have provided disclosure of their boards’ racial and ethnic diversity relative to other sectors that did not disclose.
Shareholder Activism Takes Hold as Proxy Season Gives Rise to ESG Issues
The June 2021 edition of the ESG Acceleration report from MUFG Research highlights the wide range of ESG shareholder resolutions being proposed this proxy season.
The JUST U.S. Large Cap Diversified Index Continues Strong Performance
We recently marked the 3rd anniversary of Goldman Sachs’ JUST ETF, which tracks the JULCD Index based on our annual Rankings of the Russell 1000.
Among the 309 companies we rank that provide veteran supplier policies, we see higher return on assets, return on equity, and return on capital across the board.
