Blog

State Treasurers and Public Pension Fiduciaries Seeking to Increase Allocations to Impact/ESG

Across state and municipal pension plans, state treasurers and plan fiduciaries are seeking to learn more about impact/ESG investments. Similar to our recent blog noting the adoption of impact/ESG strategies in defined contribution/401(k) plans, these municipalities also look to introduce new or increase their existing impact/ESG allocations.

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The Adoption of Impact/ESG Strategies in 401(k) Plans

Adoption of Sustainable Investing (SI) strategies, or those that integrate Environmental, Social and Governance (ESG) goals, has seen considerable growth in defined contribution (DC) plans. This growth has been primarily fueled by an increased appetite from participants, interest from plan sponsors to align DC menus with their corporate values, and a growing set of investment capabilities that fit the performance needs and values of investors.1 

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Investing to Further Your Values: Faith-based Impact Investing

Since 2014, the Vatican has held three conferences on impact investing (2014, 2016, 2018), and the Catholic Church has become a major player in the impact/ESG space. This biennial series of Vatican Impact Investing Conferences is a “vital, long-term global platform around Pope Francis's vision of 'putting the economy at the services of peoples'”.At these events, impact investing experts and Catholic leaders from around the world convene to share and evaluate finance models and investible vehicles to address systemic challenges of great importance to both the Catholic Church and the global community. Current challenges include Climate Change, Health, Migrants and Refugees, and Youth Unemployment.2

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A Closer look at CCM’s Impact/ESG Investments and how they Positively Support Affordable Housing and Seniors/the Disabled

Housing is critical to quality of life, especially for older adults. A 2014 report released by the Harvard Joint Center for Housing Studies and AARP Foundation discusses how America’s older population is experiencing unprecedented growth, but the country is not prepared to meet the housing needs of this aging group. 

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When a Great Impact Opportunity Just Doesn’t Make Financial Sense

Picture a large office building in your nearest city. At night, there are usually a handful of lights on in various rooms and offices which you notice from miles away. Now picture that same building during the day with every light on and consider the amount of energy that is being pulled from the grid to provide that illumination.

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Why We Incorporate Walk and Bike Scores into our Impact Themes

If you’ve gone through the home buying or renting process during the past few years, you may have seen something called a Walk Score while exploring properties online.  This metric, which is patented by a company with the same name, has become a popular addition to online real estate sites such as Zillow or Redfin and provides an instant idea of how easy, or difficult, it is to navigate an area on foot and whether there are stores, schools and employers nearby.

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Dispelling Five Myths About Impact/ESG Investing That Persist

Impact/ESG investing myths have been widely dispelled through much academic and practical research over the years, yet they still persist. Responsible investing is rapidly growing, having enjoyed a 135% increase in assets under management since 2012 to $8.72 trillion, yet the skeptics still remain.We recently co-hosted a webinar with Jeff Gitterman, co-founder of Gitterman Wealth Management, who dispelled 5 myths he commonly hears from RIAs and wealth managers:

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Top 3 Blogs from the first half of 2018

As we enter the second half of the year, we highlight our most popular blog posts to date from 2018. 

Enjoy!

-The CCM Team

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