Reviews
Client notes
What research and stewardship clients say about commissioning ESG factor comparisons of listed companies with Apisignal Stack.
“We needed a peer comparison of four UK housebuilders before a stewardship meeting. The pack separated biodiversity commitments from actual site remediation language — something our score feed treated as identical. The briefing ran long because the committee kept asking useful questions.”
“The board-ready brief was the right length for a Tuesday morning pack. One mild caution: if you want the full annex, ask for the peer comparison instead — we had to commission that later for two industrials.”
“Mandate screening against our house labour factors caught a candidate we were about to overweight. Not dramatic theatre — just a clear watch note tied to supplier audit gaps in the annual report.”
Extended note — European industrials peer set
A Yorkshire family office asked for an ESG peer comparison of six European industrials ahead of a concentrated holding review. The constraint was time: twelve working days before the investment committee, and two companies published only abbreviated English sustainability summaries.
We locked water stress, process safety, workforce representation, and board independence as the factor set. The pack highlighted that two peers with similar environmental scores disclosed very different water-stress contingencies in their risk factors. Labour practice language looked aligned until we compared supplier audit frequency in the social annexes.
The family office used the executive page in committee and kept the factor tables for follow-up with company IR. They later commissioned a board-ready brief for trustees who had not sat in the first meeting.
Extended note — AGM season screening
A stewardship team sent ten FTSE candidates for a mandate screening note against house exclusions on thermal coal revenue and severe human-rights controversies. Seven passed cleanly; two landed on watch for thin controversy disclosure; one was flagged exclude pending clarification of a joint-venture revenue line.
The team did not need a full peer comparison for every name — only a defensible screen before proxy season workload peaked.