Analytics
Our data architecture is strategy agnostic, by design. Whether our clients are seeking to mitigate their risk, comply with regulations, benchmark best-practice, develop momentum and longer-term strategies, or are seeking Alpha the platform dashboard, custom reporting and API are versatile to suit client’s needs. Here are some examples of S-Factor's data applied.
Dynamic by structure
Agnostic by strategy
Versatile for customization
Inside S-Factor: A Source of Alpha and a Greater Understanding of Materiality
February 2022 In an industry first, The Social Factor Data Company, (“S-Factor”) has proven the link between material social performance (the “S” in ESG) and predicting financial outcomes for investment purposes. The release of their paper , “Inside S-Factor: A Source of Alpha and a Greater Understanding of Materiality”, contains four case studies that test investment strategies designed by The S Factor Co. and validated externally by two quantitative firms.
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Eagle Alpha Spotlight: ESG - Social Data
On August, 23, 2021 Eagle Alpha produced a spotlight whitepaper titled, “ESG – Social Data” in which The S-Factor Co. is featured. With the introduction of new sustainable finance disclosure regulations and taxonomies from the UN and across the EU, North America, and Asia, it is more important now more than ever to understand ESG data and where investors can source reliable ESG data.
About Eagle Alpha
Established in 2012, Eagle Alpha is the pioneer connecting the universe of alternative data. Their solutions are used by buyside firms, private equity firms, corporates, central banks and government to make data-driven investment and business decisions.
Blending Alternative Data for ESG Investing
On August 17, 2021, Eagle Alpha held a virtual ESG Hackathon in New York. The S Factor Co. was a part of the winning team. Here is a copy of the results in Eagle Alphas whitepaper: "Blending Alternative Data for ESG Investing. The S-Factor is featured for their contributions to a blend of alternative data sets for ESG and the signals and raw data content leading to those signals in tandem with other providers.
About Eagle Alpha
Established in 2012, Eagle Alpha is the pioneer connecting the universe of alternative data. Their solutions are used by buyside firms, private equity firms, corporates, central banks and government to make data-driven investment and business decisions.
Eagle Alpha Spotlight: NLP & AI for ESG Analysis
On September 7, 2021 Eagle Alpha produced a spotlight whitepaper called, “NLP & AI For ESG Analysis” in which the The S-Factor Co. is featured. In the ESG landscape, some of the pain points for asset managers, are a lack of comparable, high-quality, high-frequency raw data, a lack of standardized definitions of sustainable activities, conflicting ESG taxonomies, and divergence in scoring, and methodologies across traditional ESG data vendors. The S-Factor proves to solves some of the industry’s biggest issues.
About Eagle Alpha
Established in 2012, Eagle Alpha is the pioneer connecting the universe of alternative data. Their solutions are used by buyside firms, private equity firms, corporates, central banks and government to make data-driven investment and business decisions.
Finding the 'S' in ESG
On June 29, 2021 Alternatives Watch produced a special report called, "Finding the S in ESG" in which The S-Factor Co. is featured. The report, which sought the opinions of a broad range of investors to get an idea of how far the discussion of social justice has come in the world of institutional investing.
About Alternatives Watch
Alternatives Watch is a leading online news service dedicated to institutional investment in alternative investments including hedge funds, private equity, private credit, real estate, infrastructure, and CTAs/managed futures.
COVID-19 Social Data
The S-Factor Co. has been tracking companies' behaviours and change in behaviours regarding their ethics, supply chain, employees and communities since early Feb 2020 in real-time. This report captures 45 companies, across region and industry over 35 days as an example.
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MSPI vs Market
The MSPI is S-Factor's Social Performance Index. It measures companies' social impact in relation to their compliance, best-practice norms, public sentiment, externalities and financial performance. Download the 2019 MSPI snapshot here.
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MSPI vs ESG Indices
The difference between the MSPI (which is S-Factor’s Social Performance Index) and other ESG Indices on the market is the addition of 1,000s of social factor metrics and the proprietary algorithms which measure companies social policy compliance, best-practice behaviour and management, public sentiment, externalities, and their financial performance.
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Ping An
While many companies’ insufficient social policies are being exposed by the pandemic, those with strong policies in place are thriving, in contrast to their peers. Ping An Insurance was one that stood out from our early Pandemic monitoring.
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The Social Factor Theory of Change, June 2020
What we know as veterans in the raw data collection and social impact qualification, quantification, measurement and management space is that within that entire SRI / ESG market, the Social Factors™ are not effectively represented and continue to be wildly misunderstood. This results in an ESG market that predominantly reports on E with a little bit of G, and a giant “?” for S. Learn more about S-Factor’s "Theory of Change” and a culmination of our work since 2009.
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COVID Case
In our recent report released in March of 2020, we captured a 35-day period of this performance from February 13 through to March 18, 2020, for 45 specific companies across 3 regions, to demonstrate the case. We found that the tone of sentiment versus the quantifiable action by companies in a timely manner as it related to their inherent fiduciary care where they operate, clearly defined the outperformers in a predictable fashion.
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SRI 2013
The most recent print version of the original MSPI report is the 2014 publication, prior to converting to our now enhanced digital version via The S Factor Co.
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SRI 2012
The earliest MSPI reports begin recording performance in 2010, here is a sampling from our 2012 report covering 2011 FY for TSX.v Mining Companies.
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