Author: ccminvests

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 […]

19th Amendment Centennial and Women’s Equality Day

Aug 21, 2020 - ESG investing by

This week marked the 100th anniversary of the passage of the 19th Amendment, which granted women the constitutional right to vote. On August 18, 1920, Tennessee voted in favor of the amendment and ratified the 19th Amendment. This historic centennial offers an unparalleled opportunity to commemorate a milestone of democracy […]

New Video on Minority CARES

Aug 7, 2020 - ESG investing by

We are so pleased with the interest and excitement for our new initiative, Minority Community Advancement Racial Empowerment Strategy, also known as Minority CARES, that we have created a new video on the program highlighting the history of economic injustice, why CCM was created, how Minority CARES looks to have […]

Impact and ESG Investing Training

Jul 24, 2020 - ESG investing by

The estimated net inflow into U.S sustainable funds in 2019 was almost four times higher than the net flows in 2018, totaling a $20.6 billion for the year.1 However, some of the basic knowledge of impact and ESG investing is still uncertain for investors. According to GIIN’s 2020 Annual Impact Investor […]