Blog

National Homeownership Month: How You Can Support Affordable Housing

In honor of National Homeownership Month, the team at CCM is shining a spotlight on one of our most important impact themes: affordable housing. Since our inception in 1999, we have helped facilitate 18,300 home mortgages for low- and moderate-income borrowers, provided $895 million in statewide homeownership and down payment assistance and funded 386,000 affordable rental housing units. Affordable housing is an increasingly important theme since the housing crisis in America appears to be getting worse, despite some short-term improvements.

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How Advisors Can Deepen Client Relationships by Listening and Talking to Women About Wealth

 

Did you know that women make 83 percent of the household consumer decisions and control about $14 trillion in assets? Through inheritance, a minimum of $22 trillion in assets will shift to women in the coming years. A recent article in WealthManagement.com highlighted the increasingly powerful role women are playing in family wealth and in turn, family values and philanthropic impact. An easy way for advisers to deepen their client relationships is to make sure women are included in conversations about wealth.

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New Impact Theme: Economic Inclusion

In response to client requests and trends in the impact investing space, the team at CCM is continually evaluating opportunities to find additional themes that can contribute to positive environmental and social outcomes while looking to delivering superior risk-adjusted returns. You may recall a previous blog post on how CCM’s themes align with the United Nation’s Sustainable Development Goals (SDGs). We are proud to announce we’ve expanded our theme offerings with a new addition: economic inclusion.

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5 Tips to Help RIAs Talk with Clients about Impact Investing

With tremendous growth in SRI, ESG and Impact Investing, many RIAs are only scratching the surface of how impact can enhance client relationships and grow their business. As more clients look to align their portfolios with their values, are your clients embracing impact investing? Do you know if they are interested? Do you feel empowered to have those conversations with them?

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 A full list of regulatory disclosures for Community Capital Management, Inc. are available by visiting: https://www.ccminvests.com/regulatory-disclosures/.