Climate Change Data

Environmental Metrics

Climate Goals & Targets

Supply Chain Management

Climate-Related Risks & Opportunities

Environmental Metrics

ESG Focus Areas

• Environmental Sustainability
• Social Responsibility
• Governance

Environmental Achievements

• Reduced energy usage by approximately one-third in a Tempe building by replacing CFL fixtures with LED fixtures.
• 90% of construction and demolition waste diverted from landfill during a pilot project.
• Implemented a Dishes vs. Disposables campaign to reduce waste in home-office cafés.
• Increased recycling and composting efforts at the St. Louis and Tempe home offices.
• Initiated a plan to compost all paper towels from the home office.
• Began converting a 4.5-acre area to a Missouri prairie to increase biodiversity and reduce maintenance costs.

Social Achievements

• Launched initiatives in home-office cafés to promote associate health and wellness (Eat Well, Healthy Hydration, Plant Forward).
• Held a Recycling Extravaganza for associates to recycle household items.
• Hosted a United Way Trivia Night with dedicated waste stations for recycling and composting.

Governance Achievements

• Established a multiyear plan to guide environmental impact conversations and decision-making.

Climate Goals & Targets

Environmental Challenges

• Large real estate footprint across the U.S. presents challenges for implementing sustainable practices.
• Tracking resource consumption in the Canadian home office is difficult due to being a tenant in a multistory complex.
• Consistent landfill waste levels at the United Way Trivia Night despite improvements in recycling and composting.

Mitigation Strategies

• Conducting due diligence, reviewing best practices, and evaluating benefit analysis and return on investment to prioritize sustainability initiatives.
• Expanding the categories measured in the carbon footprint to provide a more comprehensive picture of environmental impact.
• Exploring additional sustainable measures and policies to reduce landfill waste from the United Way Trivia Night in 2020.

Supply Chain Management

Supplier Audits: Not disclosed

Responsible Procurement

• Transitioning to 100% recycled paper towels.

Climate-Related Risks & Opportunities

Physical Risks

• Not disclosed

Transition Risks

• Not disclosed

Opportunities

• Not disclosed

Reporting Standards

Frameworks Used: Null

Certifications: Null

Third-party Assurance: Not disclosed

UN Sustainable Development Goals

• Not disclosed

Not disclosed

Sustainable Products & Innovation

• Not disclosed

Awards & Recognition

• Not disclosed

Environmental Metrics

ESG Focus Areas

• Alzheimer's Disease
• Community Development
• Diversity & Inclusion
• Environmental Sustainability
• Financial Literacy

Environmental Achievements

• Reduced paper consumption through digitalization
• Established Prairie Fork Conservation Area

Social Achievements

• Renewed $25 million commitment to Alzheimer's Association
• Launched Financial Fitness program reaching 88,500 clients and 75 schools
• Five-point commitment to address racism and improve opportunities for people of color
• $2.7 million invested in COVID-19 relief efforts
• Donated 66,000 pounds of food in a single-day food drive

Governance Achievements

• Three-time signatory to the CEO Action for Diversity & Inclusion™ pledge
• 100% commitment to equity
• Rigorous analysis of compensation to ensure equitable pay

Climate Goals & Targets

Environmental Challenges

• COVID-19 pandemic and its impact on communities and associates
• Addressing systemic racism and inequality

Mitigation Strategies

• $2.7 million invested in COVID-19 community relief
• $1 million Disaster Relief Fund for associates impacted by COVID-19
• Five-point commitment to address racism and improve opportunities for people of color
• Continued uninterrupted service to clients during branch closures

Supply Chain Management

Climate-Related Risks & Opportunities

Awards & Recognition

• FORTUNE 100 Best Companies to Work For® (21 years)
• FORTUNE World’s Most Admired Companies (2018-2020)
• J.D. Power’s “Highest in Employee Advisor Satisfaction” (11 times)
• President’s Volunteer Service Award

Environmental Metrics

ESG Focus Areas

• Climate change
• Environmental impacts (carbon emission, biodiversity, land use, waste management)
• Business ethics (bribery and corruption)
• Workplace safety
• Community relations and inclusion

Environmental Achievements

• Not disclosed

Social Achievements

• Not disclosed

Governance Achievements

• Not disclosed

Climate Goals & Targets

Environmental Challenges

• Near-term oil price volatility due to the invasion of Ukraine, rising global slowdown fears, and initiatives to address climate change.
• Uncertain long-term oil demand outlook due to the global economy's shift to low-carbon fuels.
• Poor historical performance of the energy sector hurting investor interest.

Mitigation Strategies

• Focus on recommending stocks in integrated oil, storage & transportation, and refining & marketing subsectors with strong financial positions and cash flow to weather commodity-price volatility and support dividends.

Supply Chain Management

Supplier Audits: Not disclosed

Responsible Procurement

• Not disclosed

Climate-Related Risks & Opportunities

Physical Risks

• Not disclosed

Transition Risks

• Regulatory changes, market shifts

Opportunities

• Not disclosed

Reporting Standards

Frameworks Used: Null

Certifications: Null

Third-party Assurance: Not disclosed

UN Sustainable Development Goals

• Not disclosed

Not disclosed

Sustainable Products & Innovation

• Not disclosed

Awards & Recognition

• Not disclosed

Environmental Metrics

ESG Focus Areas

• Environmental
• Social
• Governance

Climate Goals & Targets

Environmental Challenges

• Data standards and industry regulation are still developing to improve reliability and comparability for investors.

Mitigation Strategies

• Edward Jones provides MSCI ESG Ratings as an additional resource for investors.

Supply Chain Management

Climate-Related Risks & Opportunities

Opportunities

• Investments in renewable energy and energy efficiency programs could diversify a company’s energy source and reduce energy usage and cost.

Sustainable Products & Innovation

• Innovative and sustainable packaging solutions could result in higher sales due to increased demand, and lower costs.