Investor transcript analysis: Who is asking the tough questions and what is being asked?
As part of our investor transcript analysis research, we reviewed over 20,128 transcripts. We found that words such as “sustainability” and “renewable” are the most frequently used. While this is good, we must be careful of the problem of greenwashing (we will cover this in another article). More focused terms such as “CO2” that feature in the top 5 words used is a promising sign.
We reviewed 938 institutions, big banks are the leaders in terms of number of questions asked about climate change action and social opportunities. The split is close to 50/50 between these two topics.