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December 2019 | Newsletter December 2019 | Newsletter We are pleased to share the first issue of our new monthly newsletter, keeping you up to date with all the latest news from The S Factor Co. Introductions Introductions For those of you who knew us as MacCormick Inc MacCormick Inc. (established in 2009 as subject experts in the global social impact advisory space, and creators of the world's first social performance index released in 2011); we are now known as The S Factor The S Factor Co., a MacCormick Inc. company Co., a MacCormick Inc. company. The firm has reinvented itself as a sophisticated data analytics company with the application of its expertise in social impact to better serve the global market at scale. These new analytics are a unique lens, built on dozens of first-hand business cases for the S in ESG™ S in ESG™, delivering alpha in early social risk detection and market signalling. Note from the CEO Note from the CEO We have a lot to share in the coming months and new year, so we thought we would begin with re-introductions re-introductions and some insight insight into our activity over the last quarter last quarter in 2019. in 2019. Our monthly updates will be much shorter than this one. As we begin to ramp up the awareness of our S-Factor S-Factor and MSPI solutions due to (finally!) launch in the and MSPI solutions due to (finally!) launch in the first quarter of 2020 first quarter of 2020, we look forward to keeping you apprised of our product and the industries developments, introducing you to our incredible team incredible team and their talents, and delivering thought-provoking business cases thought-provoking business cases, based on decades of experience decades of experience in the field applied to the current challenges of ESG standardization and measurement today.

December 2019 | Newsletter...Blockchain technologies. We cant wait to share with you what we have built to help solve some seriously complex gaps in socially risk-adjusted returns,

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Page 1: December 2019 | Newsletter...Blockchain technologies. We cant wait to share with you what we have built to help solve some seriously complex gaps in socially risk-adjusted returns,

December 2019 | Newsletter December 2019 | Newsletter We are pleased to share the first issue of our new monthly newsletter, keeping you up to

date with all the latest news from The S Factor Co.

IntroductionsIntroductions

For those of you who knew us as MacCormick IncMacCormick Inc. (established in 2009 as subject

experts in the global social impact advisory space, and creators of the world's first

social performance index released in 2011); we are now known as The S FactorThe S Factor

Co., a MacCormick Inc. companyCo., a MacCormick Inc. company. The firm has reinvented itself as a

sophisticated data analytics company with the application of its expertise in social

impact to better serve the global market at scale. These new analytics are a unique

lens, built on dozens of first-hand business cases for the S in ESG™S in ESG™, delivering

alpha in early social risk detection and market signalling.

Note from the CEONote from the CEO

We have a lot to share in the coming months and new

year, so we thought we would begin with re- introductionsre- introductionsand some insight insight into our activity over the last quarterlast quarter

in 2019.in 2019. Our monthly updates will be much shorter than

this one.

As we begin to ramp up the awareness of our S-Factor S-Factor

and MSPI solutions due to ( f inally!) launch in theand MSPI solutions due to ( f inally!) launch in the

first quarter of 2020first quarter of 2020 , we look forward to keeping you

apprised of our product and the industries developments,

introducing you to our incredible teamincredible team and their talents,

and delivering thought-provoking business casesthought-provoking business cases,

based on decades of exper iencedecades of exper ience in the field applied to

the current challenges of ESG standardization and

measurement today.

Page 2: December 2019 | Newsletter...Blockchain technologies. We cant wait to share with you what we have built to help solve some seriously complex gaps in socially risk-adjusted returns,

I look forward to engaging with you, fielding your questions

and helping to solve complex problemssolve complex problems in the ESG,

Impact and Risk space, based on our expertise.expertise.

Bonnie Lyn de BartokBonnie Lyn de BartokFounder & CEOFounder & CEO

We put the S in ESG.

Some of our latest adventuresWebinarWebinar

On September 11, 2019September 11, 2019 we were part of

a BrightTalk webinar panel on the TheThe

Future of Income FundsFuture of Income Funds as the voice for

ESG on the landscape. Have a listen herehere ..

Boston, MABoston, MA

On September 17, 2019,September 17, 2019, we headed to

Boston, MA for the Impact Investing

conference, where we participated on the

opening expert panel called “Lost inLost in

Translation: Big Capital andTranslation: Big Capital and

Philanthropy in Impact Strategies" Philanthropy in Impact Strategies" with

moderator: Eric Maltzer, Adjunct Professor,

Middlebury College and Director, Medora

Ventures and colleagues Michael Muldoon,

Associate Director, Innovative Finance, The

Rockefeller Foundation, Ardyth Neill,

President, Heifer Foundation and Wellington

Pak, MPP, Head of Strategy, FHI 360. ReadRead

moremore ..

Toronto, ONToronto, ON

On September 19, 2019September 19, 2019 we headed to

Bloomberg’s’Bloomberg’s’ Sustainable Business Sustainable Business

Summit Summit in Toronto 2019, sponsored by

TD.

Toronto, ONToronto, ON

On September 26, 2019September 26, 2019 , our CEO chaired a panel

at the Global Shareholder Activism SummitGlobal Shareholder Activism Summit

where Bonnie Lyn led the discussion on the

Page 3: December 2019 | Newsletter...Blockchain technologies. We cant wait to share with you what we have built to help solve some seriously complex gaps in socially risk-adjusted returns,

convergence of ESG and active investors. convergence of ESG and active investors. Her

panel included: Arthur Einav, the Senior Managing

Director, General Counsel and Corporate Secretary,

Sprott Inc., Alan Hibben, Corporate Director and

Advisor for WildBrain, Hudbay Minerals, Extendicare,

and Home Capital, and Walter Viguiliouk, FSA (SASB),

Principal Responsible Investing, Strategy & Risk for

Ontario Teacher Pension Plan and Stephen Zelkowicz

Analyst at Wynnefield Capital, Inc. Read moreRead more ..

Stockholm, SwedenStockholm, Sweden

In October, our CEO headed to Stockholm Sweden,

where on October 17, 2019,October 17, 2019, she participated in the

ESG Integration SummitESG Integration Summit , first on a panel called

Outlook on Data Services: High Disruption to Data

Companies and Their Solutions and later had a 1:1

Interview on What’s next in Human Rights Due

Diligence.

MaRS, Social Finance ForumMaRS, Social Finance Forum

In NovemberNovember , we introduced our S-Factor™ business

cases at the Social F inance ForumSocial F inance Forum , during a

Breakout session: "Who creates more impact?"

alongside our colleagues in the industry, Megan

Wallingford, Manager, Product Strategy and

Development, Sustainalytics, Toby Heaps Co-founder

and CEO, Corporate Knights Inc., and Paul Allard Co-

founder and Chief Ecosystem Officer, Impak Finance.

Read moreRead more ..

London, UKLondon, UK

Finally, in November,November, we presented as a new

vendor at Eagle Alphas, Alternative DataAlternative Data

Conference Conference in London, UK, where we pitched

our alpha capture remedies for the Social

Factors in ESG to 200 buy side asset managers,

an event sponsored by JP Morgan. Read moreRead more ..

Product Updates

Almost there!Almost there!

Free tr ials run to January 31st, don' tFree tr ials run to January 31st, don' t

Page 4: December 2019 | Newsletter...Blockchain technologies. We cant wait to share with you what we have built to help solve some seriously complex gaps in socially risk-adjusted returns,

miss out!!!miss out!!!

Sample data is available, together with our

data dictionaries, documentation on

methodologies, business use cases and

history.

SIGN UP FOR YOUR FREE TRIALSIGN UP FOR YOUR FREE TRIAL

TODAY!!!TODAY!!! REGISTER FOR FREE TRIAL

News About the Team

Image above: Image above: Meet (some of) our new team members

located at 401 Bay Street401 Bay Street in our Toronto, Canada HQ

office. Click HERE to read about our teamClick HERE to read about our team..

New Name, New Mantra, NewNew Name, New Mantra, New

Mission,Mission,

New Logo, New Office, New Team!New Logo, New Office, New Team!

We have reinvented ourselves by marrying

the business case for the S in ESGS in ESG on a

deep-dive, with aggregates, time series, big

data, AI, and eventually DLT, and

Blockchain technologies.

We cant wait to share with you what we

have built to help solve some seriously

complex gaps in socially risk-adjusted

returns, ratings, benchmarks, alpha

capture, and market signals for the futurethe future

of ESG, SRI and Impact Investing inof ESG, SRI and Impact Investing in

2020.2020.

WE ARE HIRINGWE ARE HIRING

Check out our website late December and early

January for updates on all our

OPEN POSITIONSOPEN POSITIONS

Visit our website

Where can you find us next?

Page 5: December 2019 | Newsletter...Blockchain technologies. We cant wait to share with you what we have built to help solve some seriously complex gaps in socially risk-adjusted returns,

Early in January, our team will head north to

Blue Mountain to THE WORLD FORUMTHE WORLD FORUM

ON FINANCE, TECHNOLOGY,ON FINANCE, TECHNOLOGY,

INVESTMENTS & RISKINVESTMENTS & RISK

MANAGEMENT, hosted by the MMFMANAGEMENT, hosted by the MMF

Symposium 2020Symposium 2020 at Blue Mounta inBlue Mounta in

Resort Resort from January 9-12January 9-12 thth. Our CEO,

Bonnie-Lyn de Bartok, will be a keynote

speaker. C l ick to reg ister.C l ick to reg ister.

We will be in New YorkNew York several times early

in the New Year. On January 16January 16 thth, 2020, 2020

you can find us at Eag le Alpha ’s world-Eagle Alpha ’s world-

class a l te rnative data conferenceclass a l te rnative data conference

pitching our business cases, alpha capturing

ideas, and 1:1 roadshow introducing the S-

Factor product to the buy-side market. C l ickCl ick

to reg isterto reg ister .

Manhattan, New YorkManhattan, New York

Then we are back to New York again February 6February 6 thth, 2020,, 2020, for the

Generating Alpha: ESG as a Core DriverGenerating Alpha: ESG as a Core Driver conference where

we will participate as an expert panellist as “companies have begun

to implement ESG practices to reshape how they create value. This

value manifests itself through returns in the equity selection process,

as valuation models emerge to demonstrate those returns for

institutional investors who seek out companies with strong ESG

practices and ratings.”

ENJOY 25% OFFENJOY 25% OFFBe sure to enter code

SFACTOR25SFACTOR25 at checkout to save!

Industry Highlights

The inconvenient truth aboutThe inconvenient truth about

responsible investing: An FPresponsible investing: An FP

investigation. investigation. Read moreRead more .

Standardized data reporting isStandardized data reporting is

the lynchpin for future ofthe lynchpin for future of

sustainable finance. sustainable finance. Read more.Read more.

Page 6: December 2019 | Newsletter...Blockchain technologies. We cant wait to share with you what we have built to help solve some seriously complex gaps in socially risk-adjusted returns,

MSCI opens its treasureMSCI opens its treasure

trove of ESGtrove of ESG

Read more.Read more.

World Bank LaunchesWorld Bank Launches

ESG Data Portal inESG Data Portal in

Support of SDGsSupport of SDGs

Read more.

S&P Global plans toS&P Global plans to

acquire RobecoSAM'sacquire RobecoSAM's

ESG ratings businessESG ratings business

Read more.Read more.

Visit our websiteVisit our website

We put the We put the SS in ESG in ESG™™

thesfactor.co