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Sustainability Trend Monitor
the ESG Trend Monitor
In today's rapidly evolving financial landscape, environmental, social, and governance (ESG) factors are no longer optional considerations but essential elements of strategic investment decision-making. Investors need to stay ahead of the curve in understanding and integrating critical ESG dimensions into their investments. 
To address this need, we have developed the first version of the “Sustainability Trend Monitor” designed to keep investors informed and equipped with the latest market trends. 

Methodology

Strategy&'s digital intelligence methodology captures sustainability market and online investor conversations from over 150 million global public data sources. 

These public sources include a diverse range of channels ranging from newspapers, magazines, radio, and TV to social media platforms like YouTube and X (Twitter). 

We use advanced analytics, natural language processing, machine learning and artificial intelligence, combined with data and sustainability experts. With our sustainability experts we have defined the following eight key sustainability topics, which we will assess each quarter.  

Additionally, we create a specific keyword search query1 for each region that acts as a filter to add a geographical overlay to the overall results. This allows us to take a particular perspective and compare the development of sustainability issues from different angles.  However, the content is based on data that could be retrieved from the open web, with additional context and side information provided for clarity, but does not reflect the opinions or positions of the company.

Sustainability topics that we assess: 

Exploring how waste minimisation, resource efficiency, and sustainable consumption are transforming industries, thereby creating new investment opportunities. 

Tracking efforts in wildlife preservation, ecological restoration, and the protection of endangered species, which are critical for maintaining ecological balance and identifying investment trends. 

Evaluating the impact of social justice, civil rights, and equal access to fundamental freedoms on investment strategies. 

Assessing the role of inclusive practices and diverse representation in driving investment. This includes evaluating pay and gender gaps, promoting board diversity, and advocating for equal employment opportunities to attract socially conscious investors. 

Monitoring corporate governance, ethical practices, and transparency to ensure accountability and trustworthiness in investments. This includes corporate social responsibility (CSR), transparent reporting, financial disclosures, and adherence to ethical standards. 

Investigating sustainable use of ocean resources, marine conservation, and the economic benefits of preserving our oceans, related to investments.

Analysing the shift towards renewable energy, carbon reduction strategies, and the path to net-zero emissions. This involves implementing the Paris Agreement, promoting clean energy, carbon taxation, achieving net-zero emissions, and supporting carbon offset initiatives. 

Keeping ahead of evolving sustainability regulations, policies, and frameworks that guide responsible investment practices. This includes TCFD, double materiality assessment, and adherence to principles like the Global Reporting Initiative and the EU Taxonomy. 

Glossary

 

  1. Volume of discussion: Discussion items i.e., articles, retweets, shares, or posts that include one or more of the query1 keywords (e.g., circular economy) at least once in the text. These keywords help track how often and in what context certain subjects are being discussed online. 
  2. Sentiment: A quantified measure of opinion, emotion, or attitude expressed in text, categoried as positive, neutral, or negative. Aggregated net sentiment combines these categories using weighted calculations to provide an overall sentiment indication.

1. Query: Text-mining query using natural language processing to identify relevant mentions (e.g. renewables or energy transition) .

 

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