Taxable municipal bonds may be used to finance a variety of social and environmental initiatives such as affordable housing and healthcare, neighborhood revitalization, job creation, energy efficiency, wind turbines, solar panels, education and healthy communities, to name just a few.
CCM has been managing fossil fuel free fixed income portfolios since 1999. Divesting from fossil fuels is a powerful action. The Divest-Invest movement sends a strong message that investors are taking action for a fossil free future.
A February 2015 survey by Morgan Stanley found that more than 70% of individual investors are interested in sustainable investing and compared to the overall individual investor population, millennial investors are nearly two times more likely to invest in companies or funds that target specific social or environmental outcomes. Another […]
Fixed income sustainability takes a positive screening approach to identify bonds that finance or support environmentally sustainable initiatives. It incorporates the “E” and the “S” of ESG, which may not be as common in fixed income as equities but it can be fully integrated into fixed income analysis and helps […]
It’s that time of year again. Yes, it’s time for resolutions. The typical ones come with the territory of a new year…lose weight, eat healthier, spend more time with family, volunteer in your community, etc.
Many philanthropists feel that charity alone cannot solve all social problems. As such, more and more foundations, religious organizations, family foundations and other investors are furthering their programmatic goals through their investment portfolios without sacrificing returns – a/k/a impact investing. For those investors that have yet to join the movement […]
For those that didn’t see our recent email, tweet and LinkedIn post announcing our newly created report “Place-Based Investing and the Role of the Impact Investor”, we would like to relay in this blog post one section in particular that we feel is extremely important – The Life Cycle of […]
The nomenclature of impact investing may sometimes feel like an ever-changing conundrum of words, acronyms and mysterious sounds. Confusing is probably an understatement. In an effort to help sort out SRI to ESG to MRI, we are devoting this blog to the cacophony of names surrounding impact investing. We can’t […]
Screening a portfolio is not a “one-size-fits-all” scenario. Investors have varying social values. This seems to be most prevalent in equities and corporate debt as a result of investors seeking investments in companies with positive environmental, social and governance records. Many institutional investors have policies in place that clearly set […]
We recently contributed a blog post to AlphaBaskets, AdvisorShares blog, on defining the ‘green’ in a green bond. There continues to be an ongoing debate on labeling. For the investors we speak with, many still aren’t aware that there are bonds in the marketplace, not labeled ‘green’, that are financing […]