JUST Alpha

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.

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.

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.

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 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 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.

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 corporate bonds look more attractive, JUST rankings can offer insights alongside credit ratings.

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’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.

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.

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.

Even in challenging economic headwinds, companies performing well in JUST’s Rankings are demonstrating that following through on values does not mean sacrificing returns.

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.

Cambria Allen-Ratzlaff explains how she’s bringing her career in corporate governance and asset management to her role at JUST.

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.

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

As ESG fund inflows soar, we spoke to experts from Morningstar and Seeds on what everyday investors should be taking into account in decision-making.

Following the launch of the Engine No. 1 Transform 500 ETF, we sat down with the activist firm and Betterment to talk about how this fund marks a shift in retail ESG investing.

As shareholder demand for action on human capital and DEI metrics rises, we may be entering a new worker paradigm.

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.

The small hedge fund secured at least two seats on ExxonMobil’s board last week, saying the oil and gas giant needed change at the top to evolve through the energy transition.

This week we look a report published by Morningstar which showcases the continued record-setting growth of sustainable asset flows.