JUST Alpha

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. 

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 talked to Charlie Penner of the activist fund Engine No. 1 and Aeisha Mastagni of pension fund giant CalSTRS about the “Reenergize Exxon” campaign.

In this Chart of the Week, we take a look at our charitable giving data to analyze whether there are meaningful trends around the ROE of Russell 1000 companies.

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.

More investors are recognizing that investing can serve a dual purpose – to both reach financial goals and to perpetuate core values by supporting companies doing right by all shareholders.

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

This week, we look at Morningstar’s most recent analysis Jackie Cook, diving into the C-suite Gender Pay Gap.

With the societal and legal move towards decarbonization, utilities that emit a comparatively high amount of carbon are challenged by stranded assets and/or potentially high costs to upgrade equipment.

Companies that don’t pay their workers well need to take up more debt (i.e. more risk) to have the same returns on equity as those that pay their workers well.

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.