JUST Alpha

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.

The DOL has stated that ESG funds are “vehicles for furthering social goals or policy objectives that are not in the financial interest of the plan.” We completely disagree – here’s why.

Last month, the Department of Labor (DOL) proposed a new investment duties rule that would essentially keep ESG funds out of retirement accounts. Everything I’ve seen throughout my career shows that such a move would hurt investors.

In this Chart of the Week, we analyze how companies with a high percentage of employees making a national living wage have performed over the trailing one year.

As we prepare our annual rankings, we are considering a new way that companies might reduce their environmental impact – the reduction of air travel.

This week, we take a closer look at the financial impacts of environmental disclosure vs. non-disclosure.

This week, we evaluate the rate at which carbon-efficient companies grow their operating income over the trailing five-year period.

In our latest Chart of the Week, we show that a lower carbon footprint can actually be beneficial for a company’s bottom line.

As many corporations begin to address the systemic inequity within their own organizations, this week’s chart shows that ethical leadership could connect to financial outperformance.

How does demographic disclosure – one of the key actions companies can take to address systemic racism – impact with corporate performance?

Companies that are prioritizing their workers and communities are seeing outperformance relative to their industry peers

It’s time to abandon the old definition of ESG.

JUST Industry Leaders have recovered at a faster rate than their peers.

Companies that have cared for their workers in the past are seeing financial results today.

What does good governance look like today?

A look at how companies that prioritize their workers and customers perform in the market during the coronavirus crisis.

There’s a strong correlation between companies prioritizing their workers during the COVID-19 crisis and higher financial returns