The asset allocation of a portfolio helps drive its long-term performance results. Rebalancing is also critical and is especially important in today’s market given the extended bull market in stocks. A traditional 60/40 (equities/fixed income, respectively) portfolio would likely be 70/30 without rebalancing after a prolonged equity bull market. The […]
CCM recently attended the High Water Women’s Investing for Impact Symposium in New York City. High Water Women is a nonprofit organization, founded by a group of women from the investment industry, that supports volunteerism and philanthropic giving. The organization now includes 3,500 members from across the financial services world.
“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 […]
“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 […]
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 […]
“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 […]
According to the United Nations Principles for Responsible Investment (UNPRI) and Sustainable Development Goal #5, providing women and girls with equal access to education, health care, decent work, and representation in political and economic decision-making processes will fuel sustainable economies and benefit societies and humanity at large.
Across state and municipal pension plans, state treasurers and plan fiduciaries are seeking to learn more about impact/ESG investments. Similar to our recent blog noting the adoption of impact/ESG strategies in defined contribution/401(k) plans, these municipalities also look to introduce new or increase their existing impact/ESG allocations.
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 […]
Since 2014, the Vatican has held three conferences on impact investing (2014, 2016, 2018), and the Catholic Church has become a major player in the impact/ESG space. This biennial series of Vatican Impact Investing Conferences is a “vital, long-term global platform around Pope Francis’s vision of ‘putting the economy at […]