This report aims to capture the essential elements investors look for when they consider forward-thinking stewardship in their investments, and the challenges they face now and, potentially, in the future.
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.
The JUST Report: Is Warren Buffett a Stakeholder Capitalist?
Analysis released by Bain this week, which notes that his portfolio companies are predominantly in the top half of a global universe of 1,300 companies measured on employee, community and customer performance criteria, with one-third in the top quartile. I
The JUST Report: Latest Returns Data Make Powerful Case For Just Investing
This week, we saw some powerful numbers that support the investment case for just business leadership.
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.
The JUST Report: The Returns are In – Stakeholder Leadership Pays
As of March 29, 2024, our flagship index – the JUST U.S. Large Cap Diversified Index (JULCD) – has outperformed the Russell 1000 (Cap-Weighted) benchmark by 0.346% year-to-date and by 10.7% since inception.
JUST Capital’s Quarterly Review of Stakeholder Performance – Q1 2024
As of March 29, 2024, our flagship index – the JUST U.S. Large Cap Diversified Index (JULCD) has out-performed the Russell 1000 (Cap-Weighted) benchmark by 0.35% year-to-date and by 10.7% since its inception.
The JUST Report: What Our Latest Financial Analysis Reveals
With the pushback on ESG and ‘woke’ companies now maturing, there is room in America today for a more objective, data-driven framework that supports values-led business leadership.
The JUST Report: ‘A Christmas Carol’: The Past, Present, and Future of Capitalism
Capitalism, it seems to me, is undergoing a transformation, not unlike Charles Dickens’s famed Christmas creation, Ebenezer Scrooge. The question is whether its future will be different from its present and its past.
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.
Companies that create value for both workers and the environment also generate value for shareholders.
Municipal Issuer Racial Equity and Inclusion Framework Launches on Bloomberg Platform
Using a tool developed by a JUST-convened working group, investors can now access information on how municipalities are addressing racial equity through the Bloomberg terminal.
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.
The Data Suggests ESG Is Not a Cause of Inflation
The idea that ESG is a major cause of inflation and hurting the American people is spurious. JUST data suggests that the opposite is true: that companies pursuing stakeholder leadership not only help workers cope with the effects of inflation, they also drive higher returns for investors.
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.
Companies That Prioritize Their Stakeholders Enjoy Better Credit Ratings
As corporate bonds look more attractive, JUST rankings can offer insights alongside credit ratings.
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.
JUST Capital Makes the Case for Smart Corporate Disclosure in Front of Congress
JUST Capital’s Head of Investor Strategies, Cambria Allen-Ratzlaff, appeared before a U.S. House Committee on Financial Services subcommittee to explain how our work is guided by the public and aligns with investors’ interests.
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 New Head of Investor Strategies Says It’s ‘Increasingly Irresponsible’ to Ignore ESG
Cambria Allen-Ratzlaff explains how she’s bringing her career in corporate governance and asset management to her role at JUST.
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.