Investment News, November 15: “Donor-advised fund holders who really want to use DAFs to make a difference through charitable giving can use their DAF capital that isn’t being used for charitable contributions at a given time to augment their philanthropic activities,” said Katherine Pease, managing director and head of impact strategy at Cornerstone.
Cornerstone Capital Group has joined the Pathstone family.
Cornerstone’s leadership and expertise in sustainable and impact investing will enhance Pathstone’s existing efforts in this increasingly important approach to portfolio construction. Culturally, we are well aligned: We both were formed by veterans of large financial institutions who sought to bring innovative new ideas to market; we both hold a fiduciary duty to clients as our leading priority; we both place high value on employee diversity and well-being; and we both are deeply committed to integrating customized financial and impact objectives into every client’s portfolio.
Together we can continue our focus on being a firm celebrated for our core values and recognized as “Built for Clients, Powered by Innovation and Smart in a Way that Matters.”
