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An artifact of our proclivity to pay attention to salient data and to process it according to learned models
Extra-financial factors are those which are likely to have at least a long-term effect on business results but which lie outside the customary span of variables that get integrated into investment decisions, irrespective of whether they are part of the research process.
The Opportunity for Long Horizon Investing and Enhanced Analytics
Industry-wide focus on narrow financial indicators of corporate performance
Diversity siphoned from investment decision making
Alpha left on the table for investors who know better
Widespread misallocation of capital
With additional knock-on consequences
Enhanced Analytics for a New Generation of Investor
The Lexicon of Investing “ When an investor systematically integrates all relevant variables into their decision making there is no such thing as an extra-financial factor: just enhanced analytics.” Hendrik du Toit