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.
October 7, 2020
Climate Determinants — Human Health
Clean Water and SanitationSustainable Cities and CommunitiesClimate ActionLife on Land

Climate Determinants — Human Health

The climate crisis is fueling a human health emergency. Numerous climate-sensitive health risks are scientifically established: Heat waves can cause illness and death; Smog, ozone, and allergenic pollen cause respiratory…

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…

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…

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.…

February 16, 2017
At the Intersection: Where ESG Matters to Factor Investing

At the Intersection: Where ESG Matters to Factor Investing

Executive Summary From “How” to “Where” — For many investors, the conversation has shifted from how ESG matters (i. e. , performance) to where it matters. When ESG matters to an…

December 19, 2016
Real Estate and Its ESG Footprint: A Sector Strategy Perspective

Real Estate and Its ESG Footprint: A Sector Strategy Perspective

Executive Summary A New GIC. On September 1, 2016, MSCI added Real Estate as a new sector, increasing the number of GICS sectors to 11. Real Estate through an ESG…

October 25, 2016
Extractive Company Values: Environmental & Social Issues as Indicators of Strategy Execution Potential
Industry, Innovation and InfrastructureSustainable Cities and CommunitiesResponsible Consumption and Production

Extractive Company Values: Environmental & Social Issues as Indicators of Strategy Execution Potential

Below is an executive summary of our in-depth report. Click here for an extract of that report. The full version is available to clients of Cornerstone Capital Group.  

October 14, 2016
Poultry Antibiotics in Emerging Markets: Should We Rethink Growth?
Good Health and Well-Being

Poultry Antibiotics in Emerging Markets: Should We Rethink Growth?

Recent survey results indicate a move away from antibiotics in emerging market poultry production. WATT Global Media surveyed poultry feed producers and consumers globally (i. e. , nutritionists, consultants, veterinarians, production managers)…

September 29, 2016
Evolving Lifecycles in an ESG Materiality Matrix

Evolving Lifecycles in an ESG Materiality Matrix

Executive Summary Evolving ESG Lifecycles. 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…

February 10, 2016
Supreme Court Ruling Highlights Clean Power Plan's Potential

Supreme Court Ruling Highlights Clean Power Plan's Potential

In our July 2015 report Scenario: What if Electricity Prices Fell? , we outlined how radical changes in the US electricity market, including the then-draft Clean Power Plan (CPP) rule, could result in falling…

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