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How to Customize Impact Investment Portfolios: 2-Minute Video from CCM

Dec 06, 2017 - Impact Investing by CCM Invests

Many impact investors have asked the team at Community Capital Management, “How are you able to customize impact portfolios – especially in a mutual fund? How does it work?”

It’s a great question, and this short video walks through the process from beginning to end.

CCM offers bespoke impact portfolios within a mutual fund where investors can target specific geographies or impact themes. Clients receive customized quarterly impact reports for all earmarked investments.

Watch the video below to learn more about how CCM can add impact to your portfolio. Visit our website for more information.

Feel free to post additional questions in the comments section below the video and we’ll respond!

 

 

 


Community Capital Management, Inc. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. All investments involve risk including possible loss of principal. There can be no guarantee that any investment strategies will be successful. Market conditions can vary widely over time and can result in a loss of portfolio value.

The Fund is distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Dr., Oaks, PA, which is not affiliated with Community Capital Management, Inc.

Bonds and bond funds will decrease in value as interest rates rise. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. The CRA Qualified Investment Fund is non-diversified.

Carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. This and other information may be found in the fund's prospectus, which may be obtained by visiting www.ccminvests.com. Please read it carefully before investing.

 

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