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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