Shift in Financial Goals for Millennials

Oct 26, 2018 - Impact Investing by

“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 […]

Q&A with CCM Chief Impact Strategist David Sand

Oct 11, 2018 - ESG by

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

Oct 5, 2018 - Impact Investing by

“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

Sep 14, 2018 - 401(k) by

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 […]