The backbone of Util is our methodology
We believe that to achieve an accurate view of the value a company is creating, all areas in which a company has an impact on people, planet or pocket must be considered.
Since Util was started at the beginning of 2017, we have worked alongside academics and industry professionals to develop a methodology which quantifies both the financial and non-financial value a company creates and destroys, across a wide range of stakeholders that interact with a company on a daily basis.
By using Util's methodology and metrics, investors and companies can measure and compare the total value they create, broken down by Stakeholder (Employees, Environment, Customers etc.) and UN Sustainable Development Goal. By providing a birds-eye view of company value, our goal is to provide a new set of bottom line metrics, helping investors maximise their financial and non-financial performance.
We look at both financial and non-financial value created and destroyed by companies across eight key stakeholders.
We only measure things that every company, regardless of size, geography and industry, has exposure to.
We show returns in monetary terms. This allows investors to see the overall value their investments are creating, with shareholder returns assessed alongside seven other important stakeholders.
We spend a lot of time analysing a company's core purpose - its products and services. We use machine learning and a wide range of data to better understand how products and services benefit or harm customers.
We draw from 1000s of data points
We use four main sources of data to arrive at our bottom line metric.
- Company disclosure and ESG (Environmental, Social, Governance) data
Company specific data, focusing largely on financial fundamentals, alongside environmental and employee metrics.
- External Sources
Where company disclosure fails to provide a complete picture of company performance, we use external data providers to improve the quality of data that feeds into our methodology.
- Unique alternative data modelling
We use data science and machine learning across our methodology, including the development of models aimed at aligning a company's products and services to each of the UN Sustainable Development Goals.
- Country and Sustainable Development Goal specific data sets
Countries have varying levels of need in different areas. In order to understand how a company impacts its stakeholders in a particular country, we have built a series of models that help us determine the importance of company actions across countries of operation.