Monthly Archives: September 2016

Evolving Lifecycles in an ESG Materiality Matrix

For most sectors, the likelihood of adverse ESG events and their potential financial impacts evolve through a lifecycle. ESG lifecycles determine the time it takes for a sustainability issue to become relevant to a sector as well as the magnitude of the financial impact. We believe the ability to anticipate ESG lifecycles can enhance the investment decision-making process.

Cornerstone Contributes to FAIRR’s Investor Case Studies Report

The Farm Animal Investment Risk & Return (FAIRR) Initiative has issued a second booklet of case studies that showcases how leading investors and investment service providers from around the world are integrating issues relating to factory farming into their investment processes. Cornerstone’s Michael Shavel was asked to contribute to the booklet regarding his work on antibiotics and animal farming.

To “B” or Not to “B”: The Power of Corporate Form

Corporate form has the power to effect significant and desperately needed change. Corporate form serves as the very backbone of our society, shaping the actions of the most powerful institutions of our time (corporations) and providing the functional framework for the behavior of virtually all men and women who work around the world. Therefore, I believe that corporate form can be a very effective extra‑governmental tool for solving the crises.

Hillel’s Voice

In reflecting on the future of capitalism, we draw from wisdom of the great scholar Hillel, who was said to not only advance his own thoughts, but those of his opposition. It is in that context that we revisit an article first published in Forbes a couple of years ago: “Sustainable Capitalism… If not now, then when?”

Solving for Nonfinancial Data as Part of the Investor’s Mosaic: Meeting with the NYSSA and CFA Institute

Bloomberg, the NYSSA and The CFA Institute recently held a sustainable investing conference titled “Sustainability and Value – Using Data and Valuation to Drive Returns.” The day included panel discussions from a variety of participants including the Chief Investment Officer of the State of Connecticut, institutional asset managers, a partner from Jeff Skoll’s family office, Capricorn Investment Group, a professor from Yale and Stanford Universities, and sustainability professionals from Waste Management, Huntsman Corp. and Lockheed Martin.

Antibiotics and Animal Health: Recent Data Points Highlight an Accelerating Move

US markets moving away from antibiotics; our thesis remains intact. In our October 5, 2015, report Antibiotics and Animal Health: Value-Chain Implications in the US, we posited that consumer demand could push food supply chain companies to phase out antibiotics beyond the level required by FDA guidelines. We are seeing this play out as a… Read more »

StartOut to Honor CCG’s Karp with 2016 Award for Entrepreneurial Leadership

StartOut, the national non-profit organization dedicated to fostering and developing entrepreneurship in the LGBT community, will honor Cornerstone Capital Group Founder and CEO Erika Karp with the 2016 Wells Fargo Leadership Award in recognition of her accomplishments and personal commitment to support LGBTQ entrepreneurs. The award will be presented at a gala event on Sept…. Read more »

Cornerstone Capital Names Douillet as Executive Director

Cornerstone Capital Group is pleased to announce the appointment of Nicole P. Douillet as Executive Director responsible for Business Development and Client Portfolio Management at Cornerstone Capital Investment Management (CCIM), its investment advisory business. “As we scale up operations at Cornerstone, we are truly delighted to be joined by a colleague with Nicole’s track record… Read more »

Cornerstone Contributes to FAIRR’s Investor Case Studies Report

Many investors now acknowledge the sustainability issues that surround the growth of intensive farming around the world. But what practical steps can investors take to ensure any risks and opportunities emanating from this trend are accounted for in investment decisions? The Farm Animal Investment Risk & Return (FAIRR) Initiative has issued a second booklet of case studies that showcases how leading investors… Read more »