JUST Alpha

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.

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.

Explore our engagement framework that provides the opportunity to promote the efforts many municipalities are already making with regard to racial and social justice.

Looking at the industry leaders for workers, we see that they have outperformed the Russell 1000 by 8.6% over the trailing one-year period

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.

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.

We look at new research from S&P Global on the rise Sustainability Linked Bonds, and how they are a sustainability solution that can work for industries that are hard to decarbonize.

Looking at the performance of the JUST 100, we see significant alpha relative to the average Russell 1000 company we rank.

We have seen flows into ESG funds go from roughly $5 billion to nearly $400 billion since 2015, which begs the question many have asked: what constitutes an ESG fund?

This week, we highlight how investment strategies are rapidly realigning to account for climate change.

This week’s chart from the Wall Street Journal explores the recent tidal wave of ESG funds and dives into the average expense ratios of U.S. equity ETFs.

Do companies that act ethically out perform their peers that lag behind?

Companies that have invested in their workforces have been more successful than those that haven’t for the duration of the COVID-19 pandemic.

There is a movement to release EEO-1 diversity data as an important early step to building an inclusive corporate culture.

We take a look at our 2021 ranked companies that had controversies across all of our various stakeholders to show that, unsurprisingly, companies with fewer controversies slightly outperform those with more.

Will the social element of ESG remain on both the American public’s and professional investors’ minds as we enter 2021

Both workers and shareholders benefit from a company’s focus on paying a living wage.

Companies with overall lower environmental impacts outperform their peers.

Companies increasingly face the prospect of needing to incorporate carbon emissions and emission reductions when doing internal cost-benefit analysis for new projects. The chart from Bloomberg Green goes deeper.

In light of last week’s analysis of the 2021 JUST Universe specific to return on equity, this week we dive into the new list of companies constituting the JUST 100, our annual list of America’s most just companies.

We revisit a past Chart of the Week to show that the companies that support their workers continue to outperform the market.

In this week’s Chart of the Week, we take a look at the JUST Industry leaders across our universe to examine their strong outperformance in this economic recovery.

Companies should use the opportunity that climate week represents to consider extending their engagement on limiting their carbon emissions across their whole value chain.