COVID-19 Content Captured by Truvalue Labs, A FACTSET COMPANY vs. the Solactive US Large Cap Index

Markets have roared higher as vaccination rates rise around the Developed world. The percentage of COVID-related ESG content has declined sharply, first from the range of ~25% of total volume to the low 20s, and now in the past four weeks the level has remained below a fifth of all volume. 

VOLUME of COVID-19 SIGNALS

In the past four weeks, all COVID-19 signals have declined in prevalence in the dataset.  The COVID-19 Social Signal is the only one reliably in double digit percentages of all data in the past month.

SASB Categories Volume Mix within Covid-19 Content

The SASB category of Access & Affordability remains the leading ESG area for COVID-related content, with ~25% of the total in the past month.  Labor Practices has declined to single digits as employers have access to more information than before about controlling COVID risks.

Volume Mix by Environmental, Social and Governance Categories

The “S” in ESG - the Social dimension - has the plurality of ESG data in the past month, with ~40% levels holding after a dip during the early fall, when climate-related policy and severe weather events captured attention.

Relative COVID-19 volume and NEW CASES

The percentages of European and U.S. company conversations related to COVID have plateaued in the range of the low 20s. This comes as U.S. new cases retreat below the 500,000 per week mark, with Europe not far behind.

Top 10 Industries with the most COVID-19 attention (Ratio of COVID VOLUME VS. OTHER)

The ratio of COVID-related content to non-COVID content continues declining from 350% for the leading industries in March.   Cruise Lines ranks in the top three of industries with the highest proportion of COVID-related content, as the CDC announced new guidelines for resuming cruises and the industry contemplates a recovery.

Top 10 companies with positive sentiment on the Response Signal by total Volume

Vaccine makers’ COVID-19 volume for the Response Signal remains extremely high.

Racial Equality-Related Spotlight Events

  • HSBC aims to double  number of senior Black staff by 2025
  • Howard University Announces $250,000 Grant from Cigna to Support Pipeline of Urban Superintendents
  • Saputo To Drop Australian Cheese Brand Name That Used Common Racial Slur
  • Dutch bank ABN Amro to examine own history in light of racism debate
  • Delivering on Equity Pledge, TCF Bank Unveils $1 Billion Loan Commitment for Minority Communities and Minority- and Women-Owned Small Businesses

Continuing with a focus on racial equality, we again highlight key recent Spotlight Events. This week, racial justice-related data shows banks stepping up on diversity and racial justice, with HSBC vowing to double its senior Black staff, and TCF Bank promising $1 billion in loans to minority and women-owned small businesses.

Last Updated:Jan. 6, 2021

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FactSet brings you the Coronavirus ESG Monitor to surface trends and insights where the COVID-19 pandemic intersects with environmental, social and corporate governance (ESG) issues.

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REUSE OF ANY PART OF THIS COVID-19 DATASET IS ONLY PERMITTED WITH ATTRIBUTION: TRUVALUE LABS' CORONAVIRUS ESG MONITOR, coronavirus.factset.com