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Funds Group: Cornerstone Capital
Management Company: Cornerstone Capital  Group
Funds Affected:  Cornerstone Capital Access Impact Fund
Principal Sustainable Investment Management Strategy:   ESG integration, Impact, Negative Screening (Exclusions)
Summary:
The fund seeks to achieve its investment objective by dedicating sleeves/portions of its portfolio to one or more equity-focused Thematic Guidelines. The Adviser sets these Thematic Guidelines using a holistic approach incorporating various environmental, social, and governance (ESG) factors such as carbon footprints, board diversity, and sustainable supply chains, among others. The Thematic Guidelines may change from time to time depending on social and market conditions, and may include, but are not limited to:

Circular Economy
Issuers, such as recycling technology companies, related to the development of responsible consumption, production, and sustainable supply chains with the goal of maintaining the value of products and materials for as long as possible.

Climate & Clean Energy
Issuers, such as solar and wind infrastructure companies, related to the development or use of energy-efficient technology and renewable sources of energy.

Data Driven Solutions
Issuers, such as companies involved with “big data,” related to the development or use of technological products or services that seek to increase accessibility to and drive down the costs of economic activity by leveraging data and statistical modeling to recognize behavior, trends, and patterns.

Health, Wellness, and Education
Issuers, such as education technology companies, related to improved nutrition, healthier lifestyles, biotechnology, and innovative workforce training solutions.

Innovation & Economic Opportunity
Issuers, such as financial technology companies, that seek to provide broader access to products, services and systems in order to drive industry and infrastructure development.

Reduction of Inequality & Social Justice
Issuers that adopt policies and take actions related to social equality, social justice, and the demonstration of support for diverse communities.

The fund is fossil fuel free, tobacco free and does not invest in controversial weapons or small firearms for civilians.

 

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Research

Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

A continuously updated Funds Directory is also available to investors.  This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.

Getting started

Many questions have surfaced in recent years regarding sustainable and ESG investing.  Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation.  While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories:  Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration.  In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices.  That said, sustainable investing approaches will continue to evolve.

In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.

Inesting ideas

Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups. 

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