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Author: ccminvests

Millennials and the Great Wealth Transfer
November 2018 | Impact Investing

It’s an interesting time to be a Millennial. Sure, this generation has had, and continues to have, unique challenges. Many graduated college with unprecedented student loan debt, only to be welcomed to adult life by the Global Financial Crisis. As a result, despite being the best-educated generation ever, Millennials represent […]

Shift in Financial Goals for Millennials
October 2018 | Impact Investing

“More than half of Millennial investors see the social responsibility of their investments as an important selection criteria, compared with less than 30 percent of WWII-era investors and 42 percent of Gen X investors.” 1 Millennials are often cited in investment-related headlines, especially as the generation accumulates more and more […]

Microfinance and Impact/ESG Investing in Indian Tech Startups
October 2018 | Impact Investing

“The success of the microfinance model inspired us to replicate a similar approachin healthcare and education, which are as critical to rural India as credit.”– Srikrishna Ramamoorthy of Unitus Ventures Image Source: Indiatimes.com Microfinance typically aims to provide low-income or impoverished communities with access to capital. They are often in […]

Q&A with CCM Chief Impact Strategist David Sand
October 2018 | ESG

CCM’s Chief Impact Strategist, David Sand, has more than 35 years of investment management experience and is a trailblazer in the socially responsible/impact investing arena. Recently, a member of our team sat down with David and asked him a few questions about his career and experience. Q: What started your […]

The Disconnect Between Sustainable Lifestyles and Sustainable Investments
October 2018 | Impact Investing

“Wealthy investors are motivated by sustainable values, yet many don’t apply them to investment decisions.”1 It has become more common for affluent investors to incorporate sustainability into their lifestyles.  These new behaviors include recycling and using natural household cleaners, making large scale environmentally friendly purchases such as solar panels and […]

The Adoption of Impact/ESG Strategies in 401(k) Plans
September 2018 | 401(k)

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 […]