Over the next forty years, approximately $30 trillion of wealth is estimated to be passed from baby boomers to Generation X and millennials in North America alone. This shift in capital is being dubbed the “great wealth transfer”. For financial advisers, the transfer of wealth from baby boomers to their […]
It has been a month since our ‘Impact and ESG Investing in 2021’ blog post and we have already seen some promising updates on what it is looking like so far. In October 2020, US SIF published the report, Toward a Just and Sustainable Economy, stating policy recommendations for the […]
In this week’s blog, Andy Kaufman, CCM’s chief investment officer, shares his 2019 economic recap highlighting three key themes: recession speculation, international trade, and U.S. politics.
We are excited to announce that Rosenberg Apartments is the winner of CCM’s Annual Impact Awards for 2019. This year’s Impact Awards featured five impactful bond investments made during the calendar year, with participants voting for their favorite investment story. We are extremely proud of all the investments in the […]
It’s that time of the year again! November at CCM means another month of awareness as we join the Movember movement into tackling men’s health for the third consecutive year. Created in 2003, the organization focuses primarily on raising awareness for prostate cancer, testicular cancer, mental health, and suicide prevention […]
Smith’s Research & Gradings has been providing recognition for the achievements and fine work of municipal professionals since 1992. Smith’s Municipal All-Star Program is the only program that consistently and prominently provides recognition in the municipal space 1. In this year’s awards, more than 400 analysts and over 100 firms […]
Plastic isn’t only bad for the environment, it’s bad for the wallet too. Take the notorious plastic bag: with over 2.8 billion bags used in one day, these small plastic terrors add millions of pounds of pollution to the ocean every year. As for the economic part, up to $120 […]
Earlier this week Apple Inc. announced a $2.5 billion pledge toward affordable housing in the Bay Area. The housing crisis has long prevailed in Silicon Valley and Apple’s initiative follows in the footsteps of other tech companies looking to make housing more accessible in Northern California. In January, Microsoft Corp. […]
The research team at Russell Investments recently reported the results of its 2019 Annual ESG Manager Survey. This survey was started in 2015 – well before the industry was close to being considered mainstream – as a way to understand ESG integration into investment practice. With over 300 asset managers […]
October is very important as it marks the official National Breast Cancer Awareness (NBCA) Month. According to the World Health Organization, Breast Cancer is the most common cancer among women in the world, affecting one in every eight women in the U.S1.