Monthly Archives: October 2015

PoeticInvesting.com

TREES

Poetry seems to be rather difficult to define. Traditionally, the term refers to literary works with distinctive style and rhythm that somehow evoke intense emotion; therefore, what is considered to be poetry is as varied as the people who read it. To me, Adam Smith’s The Wealth of Nations is poetry. This work, the first… Read more »

The Paradox of Incentive Insensitivity

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“Fanatic.” Just having read that word, I can probably guess the unflattering image going through your minds. Winston Churchill offered a slightly more benign portrait, “A fanatic is one who can’t change his mind and won’t change the subject.” If that’s our working definition then anyone who’s ever been trapped in a conversation with me has learned the hard way that I’m a fanatic. And I am. Proudly.

Thinking Differently About Weather-Related Catastrophes

Weather Related Catastrophes

  Laural Warren joined Swiss Re’s Financial Risk Management team in 2007 from ABN AMRO.  At Swiss Re, she was responsible for assessing credit risk to banks and financial institutions. In 2014 she transferred to Qualitative Risk Management, evaluating potential reputational risk posed by new transactions, sensitive business risk outreach in the Americas, support and… Read more »

FIA Brazil Students Declared Winners of $25,000 Grand Prize in Cornerstone Capital Inc.’s “Sustainable Games” Challenge

In the culmination of a year-long Cornerstone Capital Group initiative called “Sustainable Games: The Business Model Challenge,” a team of students from Fundação Instituto de Administração (FIA) in Sao Paulo Brazil was named the winner of the $25,000 Grand Prize. The business idea presented is a program to facilitate employment opportunities for disabled young adults while seeking market rate returns.

A Shifting ESG Materiality Matrix: What Has Mattered, What May Matter

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As we continue our research on sustainability factors that play a role in market outcomes, we embrace a more nuanced view. ESG factors that impact different sectors are not static, and are determined by a wide range of lifecycles.

Antibiotics and Animal Health: California Raises the Bar

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On October 10, 2015, California Governor Jerry Brown signed into law SB 27, a bill limiting the use of medically important antibiotics (MIA) in animal agriculture, thus going beyond federal policy as outlined by the FDA. This action increases our confidence in our thesis that the potential for more restrictive regulation (as seen with SB 27) and shifting consumer demand pose a risk to antibiotics sales for animal health companies.

Regional and Sector Strategy: Monthly Update

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We are Underweight Energy, Materials, and Industrials. Our only Overweight is in Financials. We upgrade China and Russia to Neutral from Underweight.

Cornerstone Capital Names Three Experts to its Global Advisory Council

Cornerstone Capital Group is pleased to announce three new appointments to its Global Advisory Council. We welcome Laura Berry, Bennett Freeman and Vivienne Ming to the group. Further, we announce that Ming has agreed to serve as Senior Science Advisor and Berry will take on the role of Chair of the Designated Equity Committee of the Council.

“We are thrilled to engage the breadth and depth of the collective experience of these three exceptional professionals on behalf of our mission said Erika Karp, CEO and Founder of Cornerstone, regarding the appointments . . .

“Cognition”

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Our JSFB offers a deep look at the drivers of ESG excellence and the translation of knowledge and understanding into action.