More than $23 billion [1] was contributed to donor advised funds (DAFs) in the United States in 2016, yet only a minor fraction of donor advised fund ...
what we do
Cornerstone Capital Group serves clients who want their investments to contribute to a more sustainable and inclusive world. We develop and manage custom investment strategies designed to achieve targeted societal impact without sacrificing financial performance. Our approach is distinguished by the depth and rigor of our manager due diligence, and by the integration of our thematic research work and corporate governance expertise into that process.
Families
& Individuals
& Individuals
We get to know your passions and priorities
Foundations
& Endowments
& Endowments
We help align investments with missions
Multi-Family Offices
& Other Investment Advisors
& 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.
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
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
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
THOUGHT LEADERSHIP
Journal of Sustainable Finance & Banking
October 16, 2018
Creativity & The Arts: An Emerging Impact Investing Theme
READ allWhen we at Cornerstone Capital Group first discussed the idea of exploring arts and creativity as an impact investing theme, our greatest challenge wa...
In the News
June 25, 2018
ESG Roundtable: Great for Society, Good for Investors
READ allBarron's, June 25: "Someday, it will be hard to imagine a time when investors didn't study environmental impact, workplace culture, and repu...