Over the next forty years, approximately $30 trillion of wealth is estimated to be passed from baby boomers to Generation X and millennials in North America alone.[1] This shift in capital is being dubbed the “great wealth transfer”. For financial advisers, the transfer of wealth from baby boomers to their […]
In the last few years, a new acronym has surfaced: BIPOC. BIPOC stands for Black, Indigenous, and People of Color. According to Google Trends, the use of the acronym began to spike in May 2020, coinciding with the growing Black Lives Matter movement in the wake of the deaths of […]
The summer of 2021 has seen extreme heat and dry conditions sparking wildfires around the globe. From California to Greece, Turkey to Canada, these raging fueling blazes are destroying land and livelihoods. California, in particular, is having a record-breaking year of wildfires with more than twice as many acres burned […]
Impact investments are generally described as investments made with the intention to generate measurable environmental and social impact alongside a financial return. Faith-based investments are essentially impact investments with the added layer of aligning religious beliefs and values. This varies across religious groups depending on their missions, ministries, goals, and […]
Many factors contribute to the ongoing disparity in affordable homeownership, three of which we have highlighted in this week’s blog and in our new perspective, The Ongoing Challenges of Affordable Homeownership for Black and Minority Families and How the Capital Markets Can Help Reduce the Homeownership Gap, distributed earlier this […]
In this week’s blog CCM uncovers four common misperceptions of Impact and ESG investing. Myth: Impact and ESG investing sacrifices financial performance. Truth: Strategies that incorporate impact and ESG components have track records, and it is imperative to review their historical risk-adjusted financial performance against their respective benchmarks, as is […]
June marks the official start to summer, and for us at CCM, it was a busy month to close out the first half of the year. As we head into the Fourth of July holiday, here are some firm highlights that took place in June. CCM kicked off the month […]
Tomorrow is Juneteenth, the oldest nationally celebrated commemoration of the ending of slavery in the U.S.1 Juneteenth honors freedom, education, and achievements of African Americans across our nation. Earlier this week, the Senate and the House approved a bill to make Juneteenth a federal holiday and yesterday, President Biden signed […]
Earlier this week, CCM published an informational piece on the financial and credit aspects we would like to see tackled in the proposed American Infrastructure Bond (AIB) Program, a/k/a Build America Bonds 2.0. In this week’s blog, we think it is important to highlight issuer reporting as part of the […]
Many clients know CCM as a fixed income impact investing manager but are less familiar with our equity offerings. Similar to our approach in fixed income, we evaluate equity securities from an impact and financial perspective. In this week’s blog, Tom Lott, portfolio manager, discusses the compounder strategy used for […]
