Monthly Archives: July 2016

JSFB Summer Edition: “Explorations and Aspirations”

This month in the Cornerstone Journal of Sustainable Finance and Banking (JSFB), we consider an array of subjects ranging from “smart contracts” in the blockchain to empowering investors with sharper measurement tools. And ultimately, we hope to go beyond “sustainability,” and move towards value creation and regeneration through capitalism.

Exploring the Challenges in Maritime Financing

What would happen if the traditional investors in maritime financing downsized their commitment to funding the construction or secondary sale and purchase of the ships that the global economy relies on for international trade? It could be reality, if the current apathy towards the industry continues and alternatives are not sought. In this article we explore the possibilities, including the role alternative finance may play.

Decision-making in a Context of Uncertainty – Why Investors Should Look at Forced Labor in Their Portfolios

Forced labor is a risk that can affect shareholders drastically, in light of increasing regulation, litigation, media and consumer attention. In order to make informed investment and active ownership decisions, investors need access to information on how well companies are addressing forced labor risks.

Exploring Ways to Close the ESG Info Gap: Perspective from Canada

A growing body of research confirms that investors around the world are incorporating environmental, social and governance (ESG) issues into their investment decision-making. Adding to the evidence, a recent study of institutional investors in Canada found that investors do consider ESG issues when making investment decisions.

Tracking our Thesis on Food Safety Opportunities: A Look at Neogen

As we discussed in our July 2016 report Food Safety: In a State of Transformation, the global food safety testing market is expanding. Our optimistic view on growth in food safety testing is supported by Neogen’s fourth quarter earnings release. Neogen is flagged in our report for having high exposure to the food safety theme.

A Voice in the Boardroom: Practical Guidance for Voting Proxies

“A Voice in the Boardroom” is written for organizations and individuals who want to use their voice as shareholders to influence companies, but are not sure how to get started. It is meant primarily for asset owners — endowments, foundations, family offices, individuals or others — who are long-term stewards of capital on behalf of themselves and others.

Cornerstone and IRRCi Publish Benchmark Report on Food Safety

New study examines food safety practices of 60 public companies and identifies five key industry trends. Results indicate progress, but much room for improvement. The research also indicates that executive compensation rarely is linked to food safety goals, and that there currently is little food safety expertise present on most food company boards.

Food Safety: In a State of Transformation

The food industry is undergoing a transformation as it addresses food safety risks in an increasingly global, complex supply chain. A number of highly publicized cases of foodborne illnesses and product recalls have occurred in recent years; these events highlight vulnerabilities in the food safety chain that present opportunities and risks for investors.

Sector and Regional Strategy: Monthly Update

Executive Summary Sector implications of Brexit fallout. Uncertainty likely to prevail globally, at least until U.S. presidential election. Major corporate and consumer spending decisions potentially on hold, a negative for Information Technology, Industrials, and Consumer Discretionary (downgraded to Neutral). Low rates continue to pressure Financials. Regional strategy. Russia and Australia still rank at top of… Read more »