Blog

Impact during the Holidays
December 2018 | Impact Investing

As we enter the final week of 2018, we reflect on this past year and feel grateful for our investors that provide us the opportunity to positively impact families and communities in need across the United States through their investments.  We are also thankful to be able to donate to […]

#GivingTuesday
November 2018 | Impact Investing

With what seems like a new holiday hashtag popping up every day, it can become overwhelming to scroll through social media.  While some of these holiday hashtags seem rather trivial – #PJDay which promotes wearing your pajamas to work or #uglychristmassweater – brands rely on hashtags to get people to […]

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 […]