what we do
Investment Advisory
Families
& Individuals
 

We get to know your passions and priorities
Foundations
& Endowments
 

We help align investments with missions
Multi-Family Offices
& Other Investment Advisors
 

Sustainable and impact investing is all we do

We understand our clients’ financial position and long-term goals, then integrate impact-
or mission-related objectives into a customized investment policy and asset allocation plan.
Collaborative Planning
We identify the appropriate asset managers to support each clients’ plan. Our manager due diligence process is multi-faceted and methodical, with a focus on adherence to stated mandates.
Thoughtful Recommendations
We focus on seamless implementation with a commitment to confidentiality and security. We pride ourselves on offering personalized, highly responsive operational support.
Seamless
Support
Our fully integrated reporting platform incorporates ESG indicators alongside traditional financial performance metrics. We consolidate data from multiple platforms and asset classes.
Differentiated Reporting
Capital Markets Advisory
Identify challenges and opportunities that may become material
Facilitate executive engagement with stakeholders on ESG issues
Conduct bespoke research projects to provide predictive insight
Develop and implement plans for aligned strategic or philanthropic investing
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Why We’re Different
Rigorous research at our core
Wall Street roots with decades of expertise
Built for purpose, with passion
Guided by investors' unique needs
Delivering financial performance with positive impact
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THOUGHT LEADERSHIP
Research Reports
April 2, 2018
Partnerships for the Goals
Investing for Impact and Performance: The Essentials

Executive summary: The language of impact. At Cornerstone Capital Group, we apply the discipline of envi...

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Journal of Sustainable Finance & Banking
March 9, 2018
Peace, Justice and Strong Institutions
When Political Will Fails

U. S. Special Counsel Robert Mueller’s recent indictment of 13 Russians for violations of US campaign laws highlights just how broken the U. S. elec...

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In the News
March 23, 2018
How to invest in water: A long-term bet on an essential commodity with limited supply

MarketWatch, March 23, 2018: "With global demand for water expected to explode in the coming years, fund managers are recommending investing in the sp...

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