Our Research Process
At Ptopsian Industries, we take our socially responsible research seriously. Wherever we have data, we use it to try to calculate how companies impact society in a few steps.
We'd like to illustrate this process using a fictitious tech company that we'll call "TechNova." TechNova produces advanced automation systems for home entertainment and personal assistance.
Research Steps
Our comprehensive research methodology involves multiple steps to evaluate companies' impact on humanity
Step 1: Calculating TechNova's Direct Social Impact Value
First we look at how TechNova, through its own actions, impacts people as investors, customers, employees, and members of society.
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On the investor side of things, TechNova is very profitable, so we add that value in its favor.
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For its customers, TechNova creates a good product that they pay good money for and enjoy – that also counts in its favor.
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On the employee side of things, it employs about 10,000 people and pays them well – another positive.
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However, in terms of TechNova's impact on society, things don't look as rosy.
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Its robot factory produces some air pollution, which creates negative health outcomes for locals and the environment.
Our research team works to estimate the dollar value of each of these impacts. We then add up all of those numbers to create an estimate of TechNova's direct Social Impact Value.
Direct Value Components
Step 2: Calculating TechNova's Indirect Social Impact Value
TechNova works with other companies whose contributions are necessary to help them build and distribute their automation systems. To properly estimate how TechNova impacts society, we must also take into account the direct Social Impact Values of its business partners.
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TechNova's massive factory uses a lot of electricity, and the energy company that supplies the electricity generates a lot of air pollution and emits greenhouse gases.
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TechNova's supply chain also features parts from manufacturers whose labor practices are in violation of international labor conventions.
The negative values from the pollution and greenhouse gas production of its electricity provider and the value of the damage from the labor violations of its parts manufacturers – as well as the rest of the direct values associated with those two companies and with those of the other TechNova supply chain partners – are summed up using a proprietary algorithm to arrive at TechNova's indirect Social Impact Value.
Supply Chain Impact
Step 3: Calculating TechNova's Total Social Impact Value
Finally, we combine TechNova's direct Social Impact Value and indirect Social Impact Value to estimate its total value to society, i.e. its Social Impact Value.
We repeat this process again and again for all companies, updating and improving our model whenever we can include more or better information. We then weight companies in our portfolio based primarily on their total Social Impact Value scores. Companies creating greater value for society are therefore given larger weights.
Total Value Calculation
Research Impact
Our research methodology influences millions of investment decisions
Companies Researched
Comprehensive evaluation of value to society
Data Sources
Verified information for accurate analysis
Accuracy Rate
Of predictions based on our methodology
Monitoring
Continuous evaluation and updates
Our Research Methodology
A comprehensive and systematic approach to evaluating investment opportunities across sectors and regions
Data Collection
We aggregate data from over 12,000+ verified sources including financial statements, ESG reports, market intelligence, and alternative data providers to create comprehensive company profiles.
- Financial databases
- ESG compliance reports
- Market intelligence
- Alternative data sources
Analysis Framework
Our proprietary analysis framework combines quantitative models with qualitative assessments to evaluate companies across financial performance, ESG factors, market positioning, and growth potential.
- Quantitative models
- Qualitative assessments
- Risk evaluation
- Growth metrics
Impact Assessment
We evaluate companies based on their direct and indirect impact on society, environment, and stakeholders, creating a comprehensive Social Impact Value metric for each investment decision.
- Direct social impact
- Indirect value creation
- Supply chain effects
- Long-term sustainability
Portfolio Construction
Our portfolio construction approach uses advanced optimization algorithms to balance risk, return, and impact across different sectors, geographies, and time horizons to meet investor objectives.
- Risk-adjusted returns
- Diversification
- ESG integration
- Tax efficiency
Continuous Monitoring
Our research is continuously updated with real-time market data, ESG metrics, and company developments to ensure portfolios remain aligned with strategic objectives.
- Real-time updates
- ESG monitoring
- Risk alerts
- Rebalancing signals
Performance Analytics
Advanced analytics tools provide detailed performance attribution, risk analysis, and impact reporting to help investors understand the drivers of their investment returns.
- Performance attribution
- Risk analysis
- Impact measurement
- Comparative benchmarking
Experience Our Research Methodology
Discover how our scientifically-backed research process can enhance your investment decisions
