Blog

Author: CCM Invests

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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Aligning CCM's Impact Themes with the SDGs

There was a lot of discussion and heightened interest in 2017 by institutional investors looking to align their investments with the Sustainable Development Goals (SDGs), a collection of 17 global goals adopted by the United Nations in late 2015. The broad goals are interrelated, covering a range of social and economic development issues, though each has its own targets to achieve by 2030. Objectives include targeting poverty, hunger, health, education, climate change, gender equality, water sanitation, energy, environment, and social justice.1

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CCM Selected to be Part of the Divest-Invest Clean 15 Model Portfolio

Community Capital Management is proud to be a partner of the Clean Portfolio Project and to be  included in the Divest-Invest Clean 15, a fossil-free model portfolio delivering high-impact solutions to climate change. 

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Incorporating Impact Investing: Roadmap for Financial Advisors

May 01, 2018 - Impact Investing by CCM Invests

One of the questions we often hear from financial advisors who are considering adding impact/ESG investing strategies into client portfolios is, “Where do I start?” Where to start might seem like the most difficult stage but there are a multitude of resources and products in impact/ESG investing to make the initial step easier.

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Look Beyond the Label: How “Green” Are Your Bonds? – Part IV

Apr 25, 2018 - Green Bonds by CCM Invests

As pioneers in the management of impact/ESG investing and fossil fuel free bond portfolios, the team at Community Capital Management (CCM) is committed to sharing thought leadership and educational perspectives. One space we have seen a need for these perspectives is in the research of bonds labeled as “green.” 

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Look Beyond the Label: How “Green” Are Your Bonds? – Part III

Apr 04, 2018 - Green Bonds by CCM Invests

As pioneers in income impact investing and fossil fuel free bond portfolios, the team at Community Capital Management (CCM) is committed to sharing thought leadership and educational perspectives. One space we have seen a need for these perspectives is in the research of bonds labeled as “green.”

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Q&A with CCM: Will Tax Reform Effect Impact Investment Trends?

Mar 27, 2018 - Impact Investing by CCM Invests

During our Annual Impact Report Webinar on March 7, CCM’s Chief Impact Strategist, David Sand and Director of CRA & Impact Research, Jessica Botelho, discussed what makes the firm tick. The discussion included impact stories, case studies, and trends in impact investing.

Below we highlight a question asked during the Q&A portion of the webinar. 

Q: Have you noticed any changes in the market in the last year related to tax & healthcare reform or other policies that have shifted interest in impact investing in your target geographies?

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Looking Beyond the Label: Green Bonds That Aren’t Labeled “Green” – Part II

Mar 21, 2018 - Green Bonds by CCM Invests

As investors continue to invest in bonds labeled “green,” the team at Community Capital Management (CCM) is committed to sharing thought leadership and educational perspectives on the space. As pioneers in managing impact/ESG investments and fossil fuel free bond portfolios, we incorporate the “environmental” and “social” aspects of ESG investing in multiple elements of our investment process including a use of proceeds analysis for all impact investments, green bonds included.

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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/.