Research

Our Research team produces in-depth thematic and sector reports, connecting environmental, social and governance issues with industry and equity market analysis to identify investment opportunities and risks at the sector level. Our equity strategy work informs our asset allocation decisions, and we use our thematic work to engage asset managers in an ongoing dialogue on critical investment issues.
April 24, 2019
Quarterly Market Update and Outlook: Range-Bound

Quarterly Market Update and Outlook: Range-Bound

With the U. S. yield curve not far from inversion, global GDP growth slowing, and earnings estimates continuing to decline, it seems the risks to stocks are on the downside from current levels.  …

April 4, 2019
Investing to Revitalize Rural America
No PovertyGood Health and Well-BeingDecent Work and Economic GrowthIndustry, Innovation and InfrastructureReduced InequalitiesSustainable Cities and CommunitiesResponsible Consumption and Production

Investing to Revitalize Rural America

Rising income and wealth inequality is a widely recognized social concern in the United States. This is a multi-faceted issue, with root causes that vary according to demographics, and one that impact investors have…

February 13, 2019
Sustainable Protein: Investing for Impact at the Nexus of Environment, Human Health and Animal Welfare
Zero HungerGood Health and Well-BeingClean Water and SanitationAffordable and Clean EnergyIndustry, Innovation and InfrastructureResponsible Consumption and ProductionClimate ActionLife Below WaterLife on Land

Sustainable Protein: Investing for Impact at the Nexus of Environment, Human Health and Animal Welfare

Advances in agricultural technology, changes in human diet, and rising awareness of the environmental destruction caused by factory farming are accelerating the rise of sustainable protein. Investors can target…

January 17, 2019
Quarterly Market Update and Outlook: Volatility Likely to Continue in 2019

Quarterly Market Update and Outlook: Volatility Likely to Continue in 2019

In our last Quarterly Market Update and Outlook , we noted that “volatility in the capital markets was even more muted in the third quarter than it was in the prior quarter. ”  The…

November 13, 2018
Mobilizing Donor Advised Funds for Impact Investing
Partnerships for the Goals

Mobilizing Donor Advised Funds for Impact Investing

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 assets are invested for positive…

November 1, 2018
Opportunity Zones: Positive intentions, many questions
Sustainable Cities and Communities

Opportunity Zones: Positive intentions, many questions

On October 19th, the U. S. Treasury Department issued proposed regulations regarding Opportunity Zones and Qualified Opportunity Funds (QOFs). Investors have questioned whether Opportunity Zones and QOFs that invest in these zones would…

October 24, 2018
Quarterly Market Update and Outlook: Tough Comparisons in 2019

Quarterly Market Update and Outlook: Tough Comparisons in 2019

Summary: Tough Comparisons in 2019 2019 is shaping up to be a more challenging year for investors than 2018: S&P 500 earnings growth is forecast to be cut in half.…

September 18, 2018
Considering ESG Factors in Fixed Income Investing: A guide for asset owners

Considering ESG Factors in Fixed Income Investing: A guide for asset owners

Executive Summary Access our full report here . Much has been written about the strategies, theoretical and practical, that can be employed by asset managers to integrate Environmental, Social and…

September 12, 2018
Investing to Advance Racial Equity: Practical ways to tackle economic inequality
No PovertyDecent Work and Economic GrowthReduced InequalitiesPeace, Justice and Strong Institutions

Investing to Advance Racial Equity: Practical ways to tackle economic inequality

Executive Summary Access our full report here . The US legacy of inequality based on race and ethnicity is rooted in centuries-old policies and practices that were designed to provide greater…

August 21, 2018
The Data Privacy Puzzle
Industry, Innovation and Infrastructure

The Data Privacy Puzzle

Who owns consumer data? Do consumers trust companies with their data? Will consumers embrace new technologies that reveal more information about them to companies? Are companies ready to respond to changing attitudes about consumer data? These…

July 23, 2018
Quarterly Market Update and Outlook: Strengthening Headwinds

Quarterly Market Update and Outlook: Strengthening Headwinds

Summary: Strengthening Headwinds While the global economic environment remains relatively healthy, strengthening headwinds that are largely policy-driven are creating challenges for major asset classes.   Governments in the U. S. , Canada, Europe and…

April 30, 2018
Quarterly Market Update and Outlook: Volatility on the Rise

Quarterly Market Update and Outlook: Volatility on the Rise

A key issue for investors is that the business cycle is moving into an increasingly mature phase.   The U. S. economy is now in its ninth year of expansion, is one of the…

April 2, 2018
Investing for Impact and Performance: The Essentials
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 environmental, social and governance (ESG) analysis along with financial analysis in assessing…

March 23, 2018
Water Investing: Near-term crises and technology for long-term trends
Clean Water and Sanitation

Water Investing: Near-term crises and technology for long-term trends

In this report, we examine which trends may emerge to catalyze private water investing and how investors gain exposure to opportunities for investing in solutions. Water scarcity is an…

March 22, 2018
Equity Outlook: Still Positive, Risks Increasing Modestly

Equity Outlook: Still Positive, Risks Increasing Modestly

Summary Even as stock price volatility has increased in 2018, the U. S. equity outlook remains fundamentally sound.   Strength in corporate profitability is broad-based, with nine of the eleven sectors in the…

February 12, 2018
Structural Complicity: Sexual and gender-based violence as an emerging investment risk
Gender EqualityReduced InequalitiesPeace, Justice and Strong Institutions

Structural Complicity: Sexual and gender-based violence as an emerging investment risk

“Time’s Up”… #MeToo … allegations of abusive behavior by corporate chiefs … the groundswell of public attention to sexual and gender-based violence (SGBV) is revealing how pervasive it is at all levels of society, in…

February 6, 2018
Equity Outlook: Fundamentally Sound, Valuations Still Key

Equity Outlook: Fundamentally Sound, Valuations Still Key

On January 26, 2018 the S&P 500 closed at a record high, and up 7% for the year to date. On February 5, the S&P 500 was down 1% for the year-to-date, reflecting a…

January 22, 2018
Equity Outlook: Tax Reform an Earnings Wildcard in 2018

Equity Outlook: Tax Reform an Earnings Wildcard in 2018

Summary: Robust Earnings Environment. The combination of favorable bottom-up factors (sales growth, margin expansion) and a solid economic environment (synchronized global growth) has created a healthy earnings environment.…

December 14, 2017
Peak Uncertainty: Evaluating oil company governance at the dawn of the electric transport age
Affordable and Clean EnergyIndustry, Innovation and InfrastructureClimate Action

Peak Uncertainty: Evaluating oil company governance at the dawn of the electric transport age

Executive Summary Can investors be confident that International Oil Companies (IOCs) are sustainable for the long term? Technological, policy and market trends intended to mitigate climate change threaten permanent displacement of oil demand.…

November 29, 2017
Blockchain: Rearranging Trust
Industry, Innovation and Infrastructure

Blockchain: Rearranging Trust

Trust: • assured reliance on the character, ability, strength, or truth of someone or something • dependence on something future or contingent: hope • reliance on future payment for property (such as merchandise) delivered A ‘trustless’…

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