Australia revitalizes efforts around climate action but were they ever a contributor to climate action to begin with? Their latest proclamation prompted us to take a look at what progress has been made by Australian companies on this front.Read More
Recent news of layoffs at Ford and child labor allegations in a Hyundai Alabama subsidiary prompted a closer look at the Auto industry. Our analysis finds that Social Sentiment (Human Capital, etc.) lags significantly from an industry perspective when compared to similar industries in the Consumer Discretionary sector and other manufacturers like Capital Goods.
Reviewing this week’s earnings calls, our ESG analytics shows companies being more specific and strategic at disclosing ESG action. A theme we refer to as Materiality. This week the dominant themes we identify revolve around climate spending by governments, and commentary on renewables, wages, as well as circular economy innovations.
The theme of interplay between government bodies and private markets comes into the spotlight once again. Last week’s climate bill proposal unveiled by the US government is the latest example of the public-private partnership world we live in. We explored what companies are primed to take advantage of the latest climate policies in the US and Europe.
With the first wave of earnings calls behind us, we analyzed who is discussing meaningful action when it comes to ESG issues. The most prevalent ESG topics were themes around carbon transition and supply chain, but we also started seeing mentions around biodiversity and cybersecurity which we may see more of in the coming weeks. We uncover key management commentary for these and other important topics.
Earnings season is underway, so our efforts this week highlight three ESG developments that are standing out among management commentary when analyzed within our contextual NLP tools: Supply Chain, CleanTech and Human Capital.
Cyber Risk Events have seen a 37% increase in volume Q1 vs Q2 on our ESG Safeguard platform. Particularly, Canada’s Rogers Communications has suffered major outages that are not unique in the industry, and has led to growing antitrust sentiment among consumers and governments.
Reaching the halfway point of 2022, we use our ESG Safeguard platform to revisit our ESG analysis on 5 Themes that we outlined at the beginning of the year and review how these focus areas were reflected in the market.
Our fundamental Key Drivers analysis of Revlon’s past quarters foreshadowed their historic collapse. Declines in Market Position and Headwinds/Tailwinds were present in the quarters prior to the pandemic, which only worsened as the lockdowns ensued. We go into further details on additional market forces that played a major role in the evolving dynamics that led to the Revlon collapse.
A closer look at most active companies, in terms of ESG factors for the week, reveals Environmental progress by Rio Tinto distracting from their social issues in the workplace. Hydrogen continues to emerge as a theme companies are willing to invest in and collaborate to expand their reach
Human Capital events are back in the spotlight this week as unionization efforts continue to reverberate across several industries. Now, the movement is permeating other industries like Tech and Banking with Microsoft drawing particular attention for taking the alternate approach of its peers by committing to engage with employee unions.
Deutsche Bank landed in hot water this week for Greenwashing and the ensuing fallout has implications for the entire sector going forward when it comes to ESG fund management. From a Greenwashing standpoint, our ESG model had Deutsche Bank listed as a “High Risk” company over the past year.
Tesla has been the subject of much discussion lately, so this week we applied our ESG Safeguard platform and Key Drivers model where we showed a deterioration in Market Position and Guidance sentiment scores over recent quarters. We also looked at how Tesla stacks up against competitors in the past year, namely Tata Motors (500570:IN) and Renault (RNO:FR) which have been making significant gains in the EV space.
Examining earnings calls we found that ESG topic mentions have been down this quarter, but looking at companies through the investment lens reveals that statements for investments in recycling initiatives have been up when compared to the previous quarter’s earnings. We explore what companies are taking action in that arena.
Several companies have continued aggressive expansions into renewable energy at home and abroad with funding from like minded banks and quotas from governments scrambling to protect domestic energy interests. Our analysis highlights some names from the US and abroad familiar to our readers.
Netflix is the latest company to experience a stock loss, but it was far from unpredictable if you were tracking the key fundamentals. In particular we explore issues with Netflix’s Market Positioning and Guidance that surfaced about a year ago in our Key Drivers, foreshadowing their recent drop.
There’s no shortage of environmental announcements, especially during earnings season. However, what is in short supply are specific actions to back up these claims. This week our ESG Safeguard platform picked up on this key activity with specific investments in renewables from some familiar names, BlackRock and Intel.
We take a look at how sector-wide supply chain sentiment for food products has eroded over the past year and how it is impacting major companies in the industry, specifically Kellogg and General Mills.
A recent spike in environmental commitments in the Banking sector draws our attention to explore these pledges from a materiality perspective. What key players are behind these commitments, and more importantly, what specific investments are behind the latest headlines that can drive significant change?
In the wake of the Okta hack, this week we explored how Alphabet and Microsoft are being proactive to limit exposure to Cyber Risk, and what other companies are being impacted by security issues.
This week, our ESG Safeguard platform surfaced Union and Work Stoppage themes across three different sectors with one thing in common; employees and shareholders taking companies to task on labor and societal issues. Canadian Pacific Railway, Disney, and Starbucks are in the spotlight.
We focus on the beverage sector this week and the lack of improvement within the industry with regard to water usage. Coca-Cola and Pepsi got fined in India for drawing on groundwater they agreed to replenish. Plus, we look at the lack of progress on earlier water commitments among beverage industry companies.
Human Capital led in volume over all other ESG event types with the topics of Minimum Wage and Union Requirements being the most frequent. Starbucks and Tesla appeared in relation to having issues with these topics. Target and Apple made appearances as well, but in a more positive light.
European energy companies have taken a stand this week against foreign oil and made investments to secure independent energy supplies in the near future. We use our ESG Safeguard platform to highlight the actions European energy companies are taking to secure independence through renewable energy asset expansion and divestment.
McCormick surfaced on our ESG Safeguard platform as a Top Sentiment Mover last week with their refreshed environmental goals, prompting a closer look at the Food Products sector. The Maryland-based spice company has long been a proponent of sustainable initiatives around sourcing and energy. Their new goals include metrics around packaging, similar to what we have seen from a number of other companies in recent weeks.
In our ESG Spotlight: 5 Themes to Define the ESG Landscape in 2022, we identified resource use and materials sourcing as an important theme for the upcoming year. On our ESG Safeguard platform a trend emerged at the beginning of the year for the Apparel, Accessories, & Luxury Goods sub-industry; a wave of high-end luxury fashion brands are incorporating and committing to responsible sourcing and business practices. This week, we looked to three Fashion Pact signatories, Prada, Moncler, and Tapestry, Inc., for recent developments and commitments related to responsible material sourcing and sustainable business practices.
This week the Top Movers feature on our ESG Safeguard platform surfaced Union Pacific as a company with one of the top Environmental sentiment increases, prompting us to take a closer look at the railroad industry.
BlackRock’s Larry Fink recently sent his annual Letter to CEOs. The themes it addresses mirrored our recent write-up on the 5 ESG themes for 2022 that were identified with our ESG Safeguard platform. We took the lessons from the annual letter and coupled them with real-time developments in the ESG space to illustrate how quickly these ideas are evolving.
Renewable energy investments continue to accelerate, with major companies spending big over the past two weeks to beef up infrastructure and capabilities. Our analysis focuses on major, recent investments: Reliance Industries and Iberdrola making big spends on renewables, as well as Eastman Chemical and LG Chem building new plastics recycling facilities.
With an eye on all things ESG in 2022, we used our ESG Safeguard platform to identify five ESG themes that will make an impact in the upcoming year. We outline how dynamics between governments, companies and investors will define how these themes may develop throughout the year.
Using our Topics and Materiality features on our ESG Safeguard platform, we take a look at the most poignant trends we saw in 2020. Our Materiality feature tracks specific language around Commitments, Investments, Milestones, and Exposures that help provide context to how companies are approaching ESG issues.
Automobile manufacturers continue to make headlines as they prepare for a future without fossil fuels by expanding their EV production capacity and improving renewable energy infrastructure in the communities where they operate. However, this time we see significant investments to go alongside their latest major announcements.
This past quarter the topics of “Waste” and “Recycling” increased as a focus in earnings calls, making up over 8% of environmental topics covered on calls and increased from last quarter by 2%. The topic of “Wind Power'' also saw a marginal increase in focus. Our ESG Safeguard platform highlights some of the interesting disclosures that stood out related to these discussions.
Activision Blizzard continues to falter in the wake of sexual harassment and workplace violations. Now, investors are left to determine the next company to have ESG risk undermine solid fundamentals. Our analysis this week reviews some of the highlights that have surfaced in the past few weeks contributing to Activision's decline.
Discussion and legislation about green infrastructure continues to move at high levels of government around the world. Last November our ESG Safeguard platform picked-up on hydrogen as an emerging topic in earnings calls. This week we revisit that topic and two companies we highlighted: Plug Power (PLUG) and Bloom Energy (BE). An important narrative we continue to see revolves around firms leveraging public-private partnerships to offset CapEx for green infrastructure.
Live Nation (LYV) surfaced in our Top Movers feature on the ESG Safeguard platform this week. The company owns TicketMaster and was the organizing company behind the Astroworld calamity in Houston this past weekend. We focus on a few ESG themes that have grown in recent years for Live Nation. In particular, sentiment on antitrust, consumer protections and market manipulation.
On Monday, over 100 global leaders committed $19 Billion to end and reverse deforestation. Over the past few years, many companies have been mentioned in our sentiment and news analytics with regard to deforestation, in both a positive and negative light. We use our ESG Safeguard platform to explore key players in industries that drive deforestation, consumer packaged goods and agriculture, to gauge the progress (or lack thereof) on their sustainability commitments.
Beyond Meat is an interesting analysis to uncover what are the fundamental issues at play when a company with highly touted ESG credentials misses the mark on earnings. Our Key Drivers analytics point to three primary drivers: CapEx, Guidance, and Margin.
Maybe it’s becoming business as usual for companies to take an ESG approach to their operations and strategy. This week’s prevailing ESG issue is business operations, a significant theme that cuts across various sectors. We take a look at some interesting storylines pertaining to electric vehicles, emissions targets and continuing demand for renewable energy development.
The rift between corporations and labor has only widened since the onset of the pandemic. Our ESG Safeguard platform shows ongoing supply chain constraints, coupled with strikes for John Deere and Kellogg, lifting Human Capital to center stage this week, replacing the environment as the dominant theme in the news cycle.
A Climate Week announcement from Ford on increased electrification efforts was the first of several automotive companies making similar announcements. As a result, our ESG Safeguard platform’s Top Movers rankings featured several key players and picked-up key activities from General Motors, Tesla, Toyota, TVS Motor and Volvo.
Sembcorp Marine has undergone a journey in moving away from their traditional business line of offshore oil equipment, towards wind development. We examine the company with our materiality analysis to discover their degree of follow-through, and review their recent expansion of service offerings in the form of offshore data centers.
Late last week on our ESG Safeguard platform, several Aerospace and Airline companies surfaced in the Top Movers feature, prompting us to take a closer look at the industry. Through our analysis we found Airbus exploring hydrogen planes and some antitrust sentiment for American Airlines and JetBlue.
We highlight three companies in the Food Products industry to examine their past Commitments with our new ESG Safeguard feature that analyzes Materiality.
With Climate Week approaching, the recent trend among companies is to make sustainability commitments—but do they really matter? How are commitments tracked? What do regulators think? We dig into these questions with our ESG tools and demonstrate how investors can make these important evaluations in real-time.
This week the Top Movers feature on our ESG Safeguard platform put cybersecurity back in the spotlight, surfacing some interesting storylines pertaining to Software and Services heavyweights, Microsoft and Alphabet. There was also a lawsuit for “Angry Birds” developer Rovio Entertainment as well as Human Capital and environmental matters surfacing for Starbucks.
The apparel industry has long been known for its resource and labor intensity. Some companies, like Nike and Hanes, have sought to improve the narrative for themselves. This week Lululemon’s sustainability efforts grabbed the headlines and attention of our ESG Safeguard platform along with Samsonite and Puma. We also flag the recent supply chain disruption in the industry due to a COVID outbreak in Vietnam.
Two weeks following President Biden’s announcement of an executive order aimed at making all new vehicles sold by 2030 electric, we focused our ESG Safeguard platform to take a closer look at an often overlooked part of the EV equation, the supply chain. In response to Biden’s announcements, key players are commiting to tackling the three major challenges faced by electric vehicle makers today; upskilling their workforce, obtaining crucial raw materials, and ramping up mass production of the necessary parts for electric vehicles (EV).
On the heels of a dire report from the UN’s Intergovernmental Panel on Climate Change (IPCC), business interests are increasingly deploying capital at scale to make meaningful changes towards green initiatives. Our ESG Top Movers revealed the stories that didn’t garner as much news volume compared to others, but significantly moved companies' sentiment scores in the latest 7-day period.
Using data from our ESG Safeguard platform and further analyses, we focused on one of the most exciting parts of the Q2 earnings call period, investment statements. In particular, we highlighted a few narratives from smaller firms regarding project developments and specific monetary spends that really stood out. This is a good example of how Amenity’s NLP solutions surfaces meaningful insights from smaller companies that are often overshadowed by narratives from larger firms.
This week we are featuring “Top Movers” by ESG impact, highlighting the companies with the largest sentiment moves in the Retail, Services, Finance and Communications sectors. Going a step further, we determine if these companies have any risk from a greenwashing perspective.
Our NLP tools filter out the noise to uncover red flags that are otherwise missed. New opportunities and risks are buried in your documents, reports, and earnings transcripts. Extract them today. In this ESG analysis, we discuss the early warning signs for Activision Blizzard’s gender and wage discrimination lawsuit. Our ESG Safeguard platform picked up on fair pay issues when we analyzed Ubisoft in the summer of 2020. In addition, we uncovered a high level of greenwashing over the past year in the company’s external image of inclusivity vs. the realities of severe misconduct in diversity and inclusion. Read the full story below.
The Materials sector is ripe for innovation. There have been interesting developments in recent weeks from a technological standpoint as well as some negative headlines for environmental infractions. This week, we use our ESG Safeguard platform to highlight the most significant movement in the sector.
This week, Amenity’s ESG Safeguard platform saw an increase in Human Capital issues in the Consumer Staples and Discretionary sectors. PepsiCo and Amazon were flagged for employee and workplace safety issues, respectively. Meanwhile the restaurant industry appears to be a bright spot, so we apply our Greenwashing Analytics to get to the truth.
Our NLP tools filter out the noise to uncover meaningful insights. New ideas are buried in your documents, reports, and earnings transcripts. Extract them today. In this ESG analysis we picked-up on financial inclusion at Mastercard. The company received favorable headlines detailing their initiatives around small- and medium-enterprise lending in the Middle East and Africa, expanding access to capital in those regions. While Mastercard is clearly making waves on the news front, we also examined all this from a greenwashing perspective. Is this all window dressing or an effective plan of action? See our results below.
In the wake of Royal Dutch Shell’s historic court ruling, an analysis conducted on our ESG Safeguard platform shows that discussion of Clean Technology has increased by 65% since late May with momentum picking-up for investments in renewables and low-carbon technologies. We examine Shell’s latest efforts as well as other meaningful Clean Tech developments from Reliance Industries based in India and RWE based in Germany.
We explore smaller companies, applying our ESG analytics to uncover value that is often overshadowed by larger companies grabbing the majority of headlines. While comparing scores over the last 30 days, some interesting developments surfaced for smaller companies making strides in ESG
How do investors separate fact from fiction among net zero commitments made by the world's largest banks, when they invested $3.8 trillion in fossil fuels since the 2015 Paris Agreement? We apply our Greenwashing analytics on statements made by the banks vs external news coverage to determine which banks are keeping their net zero commitments, or falling behind.
As demand and inflation put pressure on supply chains, companies that figure out how to reduce their resource use will be at a competitive advantage, especially during inflationary periods like the one we are currently experiencing. This week we are focusing on companies that are investing and innovating circular economies to reduce and reuse materials, as well as protecting ecosystems.
Why packaged, static ESG data sets don’t cut it—how to win at ESG investing amidst a throng of competitors and an ocean of generic ESG data.
With the latest hacking headlines surrounding the world’s largest meat producer, JBS, we look at the theme of Cyber Risk in our ESG Safeguard platform, and find that while it is practically impossible to predict a hack, looking at the overall Social and Governance scores of a company provides a fair indication of their exposure to risk.
This week we take a look at the latest round of earnings calls on our ESG Safeguard platform focusing on Clean Technology investments compared to prior years. While on average the mentions surrounding clean technology have leveled off over the past few years, we found that the proportion of statements discussing investment and specific action have increased.
Mining plays a key role in the production of electric vehicles, solar panels, and wind turbines, and yet is also one of the most environmentally destructive sectors. Governments are increasingly taking action amidst the wake of environmental mishaps, and this is an area of concern for mining going forward and the driving factor in surfacing the Metals and Mining sector on our ESG Safeguard platform.
The move to a low-carbon economy has taken center stage. This week on our ESG Safeguard platform we saw several major Clean Tech developments emerge as a result of the continued interplay between private and public interests in the renewable energy space.
With the announcement of a strategic partnership between BAE Systems and hydrogen fuel cell company Plug Power, it is becoming clear that more companies see hydrogen as the type of solution that is worth partnering in order to develop capabilities and opportunities faster than they would on their own.
The Energy sector has been a major focal point over the past two weeks on our ESG Safeguard platform, with companies like BP (BP), Exxon (XOM), and Chevron (CVX) commanding the most attention in the news. This prompted further analysis of recent developments in the Energy sector.
Over the past two weeks Alcoa (AA) ranked high for overall impact score, prompting us to take a closer look at the Materials sector and what other companies in the ecosystem may be doing. Digging into the data on our Safeguard platform we identified an increase in conversation around a new carbon-free technology that will provide low carbon aluminum to several key players across various industries.
Duke Energy (DUK) and Wells Fargo (WFC) lead on environmental impact over the past two weeks on our ESG Safeguard platform. With sizable operations in North Carolina, both firms have partnered to expand their solar energy footprint in the state, and in Wells Fargo’s case, are on the heels of their recent commitment to go net zero on emissions by 2050.
The latest domino to fall due to hacking exposure has been Ubiquiti (UI), the lowest scoring company in Technology Hardware Equipment in the past two weeks. We unpack recent developments in the Cyber Risk theme as seen on our ESG Safeguard platform and how other companies like Microsoft mitigated fallout in the market by being transparent with their cybersecurity breach.
The Greensill and Archegos Capital debacles for Credit Suisse, Nomura and others resulted in a significant volume of Social and Governance headlines in the Financial Sector, and implies a potential fallout for regulation as well as risk management in the banking industry.
This month Hershey made commitments towards addressing environmental issues in their supply chain. However, child labor in the supply chain continues to be a pervasive issue for the chocolate producer, and in recent months surfaced as a red flag in the news on our ESG Safeguard platform.
The theme of electrification continues to be a driving force on our ESG Safeguard platform. We picked up on German auto-maker Volkswagen taking recent initiative to increase production capacity and develop Europe’s charging infrastructure. In fact 4Q 2020 had VW slightly outselling more EVs than Tesla. We explore the impact of these recent headlines in detail.
Industrials continue to garner a high concentration of ESG coverage, ranking third on our ESG Safeguard platform over the past 7 days. Looking specifically at environmental mentions, FedEx (FDX) is in the top 5 based on recent commitments to reduce the environmental impact of their operations. We explore the potential risks involved with fleet electrification as well as other major fleet upgrades among peers.
In recent months we noticed a major uptick in Human Capital mentions of 450%. The rise can be attributed to the political climate as well as corporate action to get ahead of potential regulations. Mentions on our platform are largely centered around major corporations such as Amazon, Walmart, and Costco. We explore some of the news headlines that stood out.
Last week we saw a new sector rise to the top of our ESG Safeguard Platform: Industrials. Traditionally this sector rarely receives significant press attention, but over the past 7 days we saw a rise in focus on Clean Technology and Pollution Management. Singapore based Sembcorp Marine (SGX:S51) led the way with significant commitments in gearing operations towards wind energy installation. GE was not far behind.
In recent weeks, we focused on the environmental aspects of ESG. This week we shifted gears towards more social dimensions. Of particular note, the financial sector had the second highest mentions in the social category on our Safeguard ESG platform over the last 30 days.
The electric vehicle market is booming. In this ESG spotlight we focus on Airlines since the replacement of the internal combustion engine won’t just affect the automobile space. Throughout 2020 most of the ESG focus in Airlines has surrounded negative human capital and social themes. However, certain firms in the sector are starting to get onboard with the environmental paradigm shift.
GameStop (GME) had the second highest mentions in the past week on our ESG Safeguard platform. It’s no surprise that the majority of these mentions had little to do with the day-to-day operations of the brick and mortar video game retail company. We take a look at the increasing power of retail investors and other highlights in the Technology space.
Alibaba (BABA) was the top mentioned company in the Chinese market the past 3 months, and over the same time period ranked in the bottom 20 for Impact Score across all regions on our ESG Safeguard platform. Early in December in our Big Tech coverage we briefly mentioned the regulatory climate in China surrounding monopolies and antitrust issues. Now, the same regulatory environment that allowed China’s most successful companies to grow quickly has suddenly turned on them.
This week our Safeguard ESG Impact platform has Clean Technology garnering the second highest news mentions in the past month with Energy and Utilities making up 47% of that event type. A deeper look at the sector shows that EnelSpa (ENEL:IT), Duke Energy (DUK:US), and surprisingly Chevron (CVX), hold the top spots for ESG impact score.
Our latest ESG analysis shows how the level of risk surrounding cyber security is increasing. We explore some of the recent historical examples of cyber attacks, how it has affected stock price, and what it means for a SolarWinds recovery
We begin 2021 conducting a 2020 COVID-19 retrospective. Using our NLP we explore some of the sectors featured prominently in our Safeguard ESG index over the course of 2020: Consumer, Energy & Utilities, Finance & Real Estate, and IT & Communications. In our sector analysis we found the theme of diversity and inclusion woven throughout the year in both positive and negative ways. These findings are explored in detail.
Evercore's latest COVID coverage noted that vaccine sentiment reached a several month low, so we explored further on this development using our COVID Dashboard to uncover two themes driving the drop. We also look at the combined sentiment of the three companies that are on the front lines of vaccine development: Pfizer, Moderna and AstraZeneca.
During a time when many people are having difficulty providing for their families due to the pandemic, some corporations are making an effort to provide much needed holiday cheer. Here are some examples of the most poignant stories in recent corporate social efforts according to our Safeguard ESG Impact platform.
Over the past week, Amazon and Unilever are the two highest scoring companies on our Safeguard ESG Impact platform. Amazon has grown its Climate Pledge to include over 31 companies, with Unilever and Microsoft as the most recent signatories. Elsewhere in the consumer sector, Alibaba Group and Tencent Holdings were fined by China in an antitrust move.
Diversity and Inclusion is at the forefront of social issues in 2020 and large tech companies are still facing challenges in this arena despite public statements that they are addressing these issues. In the past 7 days the lowest scores on our Safeguard ESG Impact platform included 3 large tech companies. Facebook (FB) scored the lowest of the group due to ongoing issues around mounting antitrust lawsuits. Alphabet (GOOGL) and Pinterest (PINS) also touched the bottom 10 due to diversity and inclusion blunders. We dive into the Big Tech headlines that drove these ESG scores.
Over the past 2 weeks European beverage company, Diageo (DEO) leads the food and beverage category in ESG score and ranked 4th overall on the Amenity Safeguard Platform. The beverage giant, who owns brands such as Guinness, Smirnoff, and Captain Morgan rolled out a new 5 point sustainability plan for the next decade. Elsewhere in the food and beverage space Coca-Cola (KO) and Pepsi (PEP) garnered some attention for commitments on plastic use and scandal rocked Tyson Foods (TSN)
Last week the Zero Emission Transportation Association (ZETA) launched with Tesla as a major founding member. ZETA is a broad coalition that includes EV manufacturers, lithium miners, and utilities companies. The aim of ZETA is to promote policies at a level that will allow for 100% electric vehicle sales by 2030. We examine these events in detail with our Safeguard ESG impact tracker.
Clean Technology was the second most mentioned ESG theme in Q3 with hydrogen leading the way. We go into the underlying data with our Safeguard ESG impact tracker to explore the growing focus on hydrogen, and examine what major players in the industry are doing to further collaboration, partnerships, and development of key infrastructure projects around the world.
In the past seven days, McDonald’s (MCD) had the second lowest Impact Score on our Safeguard ESG impact platform. This week's score is driven by a lawsuit filed late last week by the Byrd brothers who own and operate four McDonald’s stores in the Nashville area. Importantly, the lawsuit brings to light economic discrimination towards Black franchisees by McDonald’s. The company attempts a remedy that's a band-aid approach at best.
This month our Safeguard ESG impact tracker shows HanesBrands leading our Consumer Discretionary category in ESG score and sentiment for October. The company achieved this by creating a new website devoted to their sustainability initiatives and rolling out new goals for 2030.
Starbucks sets goals for 2025 to increase diversity within the company. These goals will be tied to executive pay and target both the corporate and retail level. We explore how the company’s goals relate to the Citigroup report on racial discrimination and its negative effect on economic growth.
Last week Accenture announced they would go to net-zero emissions by 2025. Microsoft announces work from home is a permanent option for employees. We explore the sustainability impact for both companies and the IT sector with our Safeguard ESG impact tracker.
Walmart was the highest performer on our ESG impact index this month as they committed to increased renewable development and supply chain sustainability. We explore the Consumer Goods sector for the good and bad activities among companies in Walmart’s ecosystem.
Sifting through management’s earnings commentary for key insights presents its own challenges as the lack of clarity from executives and the noise from all things Coronavirus makes it easy to overplay or underplay a decision. Expedia and Hilton Worldwide Holdings are two recent examples of how NLP (done right) can be a successful anticipatory tool with regards to a company’s fundamentals in a volatile market.
This week corporate fraud and malfeasance has taken on the spotlight in our Safeguard ESG impact tracker with the “Ethics and Anti-Corruption” event type showing a 237% increase from the previous month. Deutsche Bank and J.P. Morgan are implicated in a money laundering story along with HSBC. We take a deeper look at these events and their impact on fundamentals in the Finance sector.
It’s no surprise that Zoom's revenue and cash generation growth has been stunning, but when we view the latest earnings through our NLP Insights Platform it returned surprising scores in terms of overall sentiment, margin and in particular, guidance which show a downward trend, so we explore further.
In a strong week for the Financials sector, Bank of America tops our ESG Impact tracker as they work to promote racial equality and economic opportunity. Meawhile CitiGroup stands out with their recent headlines in Diversity and Inclusion.
AMP, Australia’s largest asset manager, has been mired by scandals for years and serves as a prime example of how seriously underlying ESG issues can impact a firm. Our Insights Platform's ESG impact tracker explored the events leading up to another corporate scandal that will undoubtedly usher in reforms in corporate governance.
Walmart tops our environmental impact score this week with recent headlines outlining their plans to create a sustainable beef supply chain and their membership in a food waste coalition. Our Insights Platform’s ESG impact tracker extracted the high points of the company’s efforts over this month to find that in the past 30 days Walmart ranked highest in Impact Score amongst food retailers.
Our weekly ESG impact tracker explores recent headlines from the Electric Utilities sector regarding energy grid investments. In particular Xcel Energy bets big on electric vehicles, but they're not alone as peers are making their own moves.
Keep up to date with our analyses and how we're making changes.