JUST Alpha

We sat down with two of the ESG’s most prominent leaders –John Goldstein, the head of the Sustainable Finance Group at Goldman Sachs and Megan Starr, the Global Head of Impact for The Carlyle Group, to discuss the future of ESG. 

Companies that support customers by producing non-harmful and quality products, emphasizing privacy, using fair pricing, offering equal treatment, and more, outperform their competitors by 20.7% .

Arguments in support of shareholder primacy and against stakeholder capitalism are out of sync with the voice of the American public, institutional investors, shareholders, and corporations themselves. 

In light of Labor Day this past Monday, we revisit a chart from early June to evaluate how companies’ treatment of their workers continues to affect financial performance throughout 2020.

For Labor Day, we revisit our Chart of the Week from earlier this summer to reevaluate how companies who fully disclose their EEO-1 reports have performed throughout the trailing three months. 

This week, we explore the risk profile of more just companies in comparison to less just ones, and show that JUST companies have less volatility.

This week, we dive into the history of our JUST Rankings and evaluate how America’s Most JUST Companies have performed on a cumulative basis since inception, finding that the top four quintiles as the top quintile has outperformed the bottom quintile by 29.9% cumulatively.

As our economy sees increasing uncertainty after the market recovery in Q2, this week’s analysis dives into our 2020 Rankings to evaluate median maximum drawdowns by quintile.

This week we look at severe communities controversies within the companies we cover, and see a significant outperformance for those who don’t have at least one severe controversy.

This week, we double down on employee compensation and dive into our “Pays a Fair Wage” metric to showcase how companies’ wages differ across various job titles when compared to industry peers.