Cornerstone Management, Inc

Please see the excellent article on biblical generosity written by Cornerstone Management, Inc's Chief Compliance Officer, Lisa Smith. We're grateful for Lisa's wisdom. Biblical generosity is grounded in God’s extravagant love: eternally, in the love that exists between the Father, Son, and Holy Spirit. In the beginning, God created humankind in his image out of his own generosity. Therefore, as image-bearers, we are able to be generous ourselves. Specifically for the believer, as we come to understand God’s love for us, we are able to display Christian generosity. When questioned about the greatest commandment, Jesus replied, “‘Love the Lord your God with all your heart and with all your soul and with all your mind.’ This is the first and greatest commandment. And the second is like it, ‘Love your neighbor as yourself.’ All the Law and the Prophets hang on these two commandments” (Matthew 22:37-40). Our capacity to follow these commands comes from first recognizing that God’s nature is loving and knowing that we are deeply loved by God. When we come to experience God’s love for us, the proper response is to love him in return. Furthermore, our love for God should entail observable growth in our obedience to his commands, specifically to love others. Just as we see a positive correlation between receiving and giving love, the practice of biblical generosity is progressive, sacrificial, and obedient. Learning to be more generous is progressive because it expands to encompass more areas of our lives. The practice of generosity extends beyond financial giving. Are we generous with our time? Are we willing to extend grace toward others? Are we mindful of others as we make agendas or plan for the future? As we practice generosity, our capacity to give increases. It changes us, making us more aware of the needs around us—a crucial step in God’s design to bless others through us. One definition of love is meeting needs; therefore, inherent in biblical generosity is paying attention to what God is doing around us and being willing to join him in his work. We give of our time, talent, and treasure not because God has any need but rather because he allows us to participate in his purpose for giving. His plan includes giving the first and best of our resources in a regular, systematic way. Doing so reinforces the idea that God owns it all and we are stewards. For full article, please see: https://lnkd.in/eatgur_M

Well done, Bryan Taylor! And thank you to THINQ Media !

Please check out Bryan Taylor's new article for Christian Leadership Alliance! https://lnkd.in/ggSy_BMR

Cornerstone Management Interview with Robin Cheriakalath John of Eventide Asset Management We at Cornerstone Management are pleased to release the third installment of our Faith-Driven Asset Manager Interview series. In this series, we are speaking to those leading the way in making Biblically Responsible Investing strategies available to investors. Winters Richwine, Chief Operating Officer of Cornerstone Management, spoke with Robin John, CEO and Founding Member of Eventide Asset Management. We hope you enjoy the conversation. Thank you also to Jeff Cave of Eventide! Q: Eventide’s 15th anniversary was last year. What was the biggest inspiration in launching the firm? A: Eventide exists to honor God and serve our clients by investing in companies that create compelling value for the global common good. We saw a need in investment management where real discernment occurs around ownership and investing in companies that create value for society. Our dream isn’t just to have a successful company but to help every Christian and values-based investor invest in ways that align both with their financial goals and their core beliefs about what is good, true, and beautiful.  Q: Eventide was an early adopter of the “avoid, embrace, engage” framework. How do you implement that in your investment decisions? For full interview, please see: https://lnkd.in/dAJT8QAk

Cornerstone Management Interview with Bob Doll, CFA of Crossmark Global Investments, Inc. We at Cornerstone Management are pleased to release the second installment of our Faith-Driven Asset Manager Interview series. In this series, we are speaking to those leading the way in making Biblically Responsible Investing strategies available to investors. Winters Richwine, Chief Operating Officer of Cornerstone Management, spoke with Bob Doll, CEO and Chief Investment Officer of Crossmark Global Investments. We hope you enjoy the conversation. Thank you also to Aaron Borders of Crossmark! Q: Crossmark has been managing values-based investment strategies for nearly 30 years. How have you seen faith-based investing change over that time? A: Over the years, we have been excited to see new innovations in faith-based investing, particularly in the area of inclusionary investment screening. The ability to not just avoid the negative but to also embrace those companies that are doing good is an important advancement in our space, especially given that it is much more difficult to implement. Q: How do you help investors understand that there doesn’t have to be a tradeoff between investment performance and incorporating one’s values into their portfolio? For full interview, please see https://lnkd.in/e7GVxBA2

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What Is an Investment Policy Statement? An investment policy statement, or IPS for short, is a governing document for an investment portfolio. It outlines the purpose and goals for the assets, describes any limitations in place, and includes a recommended asset allocation. In some cases, investment policy statements define the roles and responsibilities of the parties associated with the investment portfolio. In this article, we will explain what is an investment policy statement, highlight key types and components of IPS documents, and describe the benefits of a well-written IPS. Why Investment Policy Statements Are Important Investment policy statements are like other policy documents – they outline what is and is not allowed, and they provide a set of procedures to guide action. While the type of instruction provided in an IPS is useful in many contexts, it is particularly important for investment assets for two key reasons. First, an IPS governs financial assets which are naturally highly visible and critical to an organization’s success. Second, there are often multiple parties involved in an organization’s investments. The IPS puts staff members, investment advisors, asset managers, and committee members on the same page. Alignment of these groups is critical to the success of an investment portfolio. For full article, please see: https://lnkd.in/e2jAZ5RV #investment #nonprofit #ips

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Faith-Driven Asset Manager Interview Series: Matthew Monson, Sovereign's Capital Here is the first in Cornerstone's Management's series of interviews with faith-driven asset managers. Thank you to Matt Monson of Sovereign's Capital and Portfolio Manager of the Flourish Fund ETF (ticker: SOVF)! Tell us about your professional background. How did you connect with Sovereign’s Capital? I have a background in investment banking, private equity, and public equity investing before joining Sovereign’s Capital. Like many other believers, my faith had grown into the most important part of my life. One day my wife and I had been praying through how I might better integrate faith and work, and the next day while my wife was chasing a child of ours at a park, our child was running circles around a stranger that said on his cell phone, “Christian private equity fund…Sovereign’s Capital.” My wife said it felt like getting struck by lightning. The second miracle is that I made contact with one of the co-founders of Sovereign’s Capital within the next few days. Three years later I was fortunate to join Sovereign’s Capital to launch their public equity investment practice. For full interview, please see: https://lnkd.in/eQAcK594 #investing #etf