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 […]

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 […]

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 […]

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, […]

Last month, on August 31, 2020 the U.S. Department of Labor (DOL) released the Notice of Proposed Rulemaking on Fiduciary Duties Regarding Proxy Voting and Shareholder Rights under the Employee Retirement Income Security Act of 1974 (ERISA). This proposal addresses the application of ERISA’s fiduciary duties of prudence and loyalty […]

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 […]

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 […]

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 […]

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 […]

Community Development Financial Institutions (CDFIs) are entities that CCM has supported and invested in many different forms over our 20-year history. From short-term placements in CDFI issued notes to direct CDFI bond issuances, CCM continues to expand our opportunity set of liquid and high-quality investments. We are therefore excited to […]