2020 Financial Markets in Review and the Long-Term Outcomes

Jan 22, 2021 - Markets by

In this week’s blog, Andy Kaufman, CCM’s chief investment officer, shares his thoughts on the financial markets in 2020 and the long-term outcomes. The year 2020 will go down in history for many reasons. The global pandemic will be the headline along with extreme market volatility, political discourse, and racial inequality. […]

Impact and ESG Investing in 2021

Jan 8, 2021 - ESG investing by

Happy new year! We hope everyone had a nice holiday season. Impact and ESG investing experienced record-breaking growth in 2020 and we are excited for its ongoing advancement in 2021. The focus on investments supporting COVID-19 relief and economic equality will continue to be at the forefront of impact and […]

Corporate Philanthropy & Happy Holidays

Dec 18, 2020 - Firm News by

Dear Clients, Shareholders, and Friends, CCM is grateful to be able to support a variety of important causes, especially during this challenging year and throughout the holiday season. For the fourth consecutive year, CCM participated in Movember, a movement to raise awareness for men’s health in combating prostate cancer. Employees […]

Giving Thanks in 2020

Nov 25, 2020 - Firm News by

2020 has been an unprecedented and challenging year, and as we approach the holiday season, we wanted to thank all of our shareholders, clients, and friends for your ongoing support throughout the year. CCM’s mission to deliver superior risk-adjusted returns through investment strategies that contribute to positive environmental and social […]

Impact and ESG Investing Post Election

Nov 13, 2020 - ESG investing by

Last week, all eyes were focused on Tuesday, November 3rd. Election day was filled with much uncertainty of what the next four years will bring and what the outcome would mean for impact and ESG investing. After four long days, we finally gained some clarity. President-elect Joe Biden’s victory anticipates […]

CCM Wins Two MMI/Barron’s Industry Awards

Oct 30, 2020 - Firm News by

Last week, The Money Management Institute and Barron’s announced the winners of the 2020 MMI/Barron’s industry awards. Now in its twelfth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry. The online ceremony was held during MMI’s 2020 Annual Conference. CCM is thrilled to have […]

A letter from CCM’s Chief Impact Strategist, David Sand, on Professor Burton Malkiel’s article “Sustainable Investing Is a Self-Defeating Strategy”

Oct 16, 2020 - ESG investing by

In September, Professor Burton Malkiel wrote a story in the Wall Street Journal, “Sustainable Investing is a Self-Defeating Strategy,” and included his thoughts on the shortcomings of the practice. The article’s headline was more incendiary than the text, but his arguments—and things he left out—are worth noting. Below are some […]

Third Quarter Update / Fourth Quarter Outlook

Oct 2, 2020 - Markets by

In this week’s blog, CCM’s Chief Investment Officer, Andy Kaufman, shares his thoughts on the third quarter of 2020, and his outlook for the final quarter of this year. “It is my belief that the markets tend to focus on one thing at a time. This focus can shift daily, […]

Transcend Prejudice Workshop

As a leader in impact and ESG investing, CCM is constantly looking for ways to advance and reinforce policies that align with our values and philosophy. One of CCM’s core values is “Mutual Respect” whereby we foster a collaborative environment which encourages professional and personal development among individuals with diverse […]