NEW YORK, Nov. 14, 2018 /PRNewswire/ -- Cornerstone Capital Group ("Cornerstone"), an SEC registered investment adviser that pursues financial returns alongside social impact by incorporating environmental, social, and governance (ESG) analysis into portfolio design, today announced the release of a new research report, Mobilizing Donor Advised Funds for Impact Investing. The report examines how DAF assets are being deployed innovatively through impact investments to support the environmental and social goals of individuals and organizations. In the report, Cornerstone shares insights from foundations, asset owners and beneficiaries via case studies.
"A growing number of Donor Advised Fund (DAF) providers and donor advisors recognize that investing DAF assets for impact can dramatically magnify the effect of donor advisors' philanthropic activity," said Katherine Pease, Cornerstone's Head of Impact strategy and the study's lead author. "By maximizing the impact of a DAF's investment capital alongside charitable contributions, DAFs can be extraordinary vehicles for achieving meaningful social and environmental impact. At Cornerstone, we are honored to work with many of the innovators who are opening new avenues for supporting positive social and environmental change through the use of DAFs for impact investments."
In the report, Cornerstone identified eight ways to deploy DAF capital to achieve financial goals alongside impact aspirations. The strategies include:
- Endowments Invested for Broad Sustainable Impact
- Endowments Invested for Specific Sustainable Impact
- Advisor Managed Funds
- Specialized Pooled Funds
- Direct Investments in Social Enterprises
- Funds for Specialized Initiatives
- Loan Guarantees
- Corporate Donor Advised Funds
To download the report, visit: Mobilizing Donor Advised Funds for Impact Investing
A free webinar featuring Cornerstone experts discussing the report is scheduled for November 26, 2018, at 2:00 PM ET. Phil Kirshman, Chief Investment Officer, Katherine Pease, Managing Director, Impact Strategy, and Randall Strickland, Director, Client Relationship Management, will be the featured panelists. Click here to register.
Founded in 2013, Cornerstone Capital Group is a financial services firm based in New York. The mission of the firm is to optimize financial performance and social impact through rigorous research and the systematic integration of Environmental, Social and Governance (ESG) factors into portfolio design. In offering investment advisory and strategic consulting services, Cornerstone works with individuals, family offices, foundations and endowments, corporations and other financial services providers, and promotes new research in the field of ESG analysis.
SOURCE Cornerstone Capital Group