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.
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…

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…

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 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…

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.…

June 21, 2017
Governance and the Ungovernable: Implications of Blockchain Proliferation
Industry, Innovation and Infrastructure

Governance and the Ungovernable: Implications of Blockchain Proliferation

Overview Theory and politics. The blockchain and related innovations represent a new and relatively complex set of potential investment opportunities. The technology has received significant attention from a range of…

February 28, 2017
The Uber of Toxic Corporate Cultures? Five Governance Questions for Uber

The Uber of Toxic Corporate Cultures? Five Governance Questions for Uber

Executive Summary In anticipation of Uber’s possible 2017 IPO, investors should carefully consider whether the company has the optimal governance structure and leadership team to successfully manage its future growth.…

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…

January 19, 2017
Gauging Governance Globally: 2017 Update

Gauging Governance Globally: 2017 Update

Executive Summary A Governance Update — We update the analysis in our 2014 and 2015 reports with data for 2016. A Modest Improvement in Governance — The percentile ranking of…

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.  

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…

July 20, 2016
A Voice in the Boardroom: Practical Guidance for Voting Proxies

A Voice in the Boardroom: Practical Guidance for Voting Proxies

EXECUTIVE SUMMARY “A Voice in the Boardroom” is written for organizations and individuals who want to use their voice as shareholders to influence companies, but are not sure how to get started. It is meant primarily for…

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