The financial market volatility of 2022 has many investors reconsidering their investment options. When addressing risk-return options, investors should consider all aspects of how their capital is invested. The positive impact from an impact and environmental, social, and governance (ESG) investment may help alleviate some of the potential loss for […]
This Sunday, June 19, is officially Juneteenth National Independence Day, a U.S. federal holiday honoring the end of slavery in the U.S. It commemorates June 19, 1865: the day that Union Army Maj. Gen. Gordon Granger rode into Galveston, Texas, and told slaves of their emancipation. That day came more […]
We have seen an endless barrage of stories recently on impact and Environmental, Social, and Governance (ESG) investing — many negative and criticizing this style of investing. The reality is that impact and ESG investing supporters, practitioners, and investors should embrace the criticism as a sign of acceptance. Investors are […]
Our final blog of the year highlights the top five trends we witnessed within the impact and ESG investing space in 2021. Greenwashing: There was a lot of media attention on “greenwashing” throughout the year including the former CIO at BlackRock claiming that sustainable investing practices is a public relations […]
Earlier this month, the CFA Institute issued the first voluntary global standards for an asset manager to consider when disclosing its Environmental, Social, and Governance (ESG) issues in its objectives, investment strategy, and stewardship activities.[1] The guidelines, which are an extension of the global investment performance standards, known as GIPS, […]
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.[1] This shift in capital is being dubbed the “great wealth transfer”. For financial advisers, the transfer of wealth from baby boomers to their […]
In the last few years, a new acronym has surfaced: BIPOC. BIPOC stands for Black, Indigenous, and People of Color. According to Google Trends, the use of the acronym began to spike in May 2020, coinciding with the growing Black Lives Matter movement in the wake of the deaths of […]
Earlier this week, CCM published an informational piece on the financial and credit aspects we would like to see tackled in the proposed American Infrastructure Bond (AIB) Program, a/k/a Build America Bonds 2.0. In this week’s blog, we think it is important to highlight issuer reporting as part of the […]
Last week, all eyes were focused on Tuesday, November 3rd. Election day was filled with much uncertainty of what the next four years will bring and what the outcome would mean for impact and ESG investing. After four long days, we finally gained some clarity. President-elect Joe Biden’s victory anticipates […]
Last week, The Money Management Institute and Barron’s announced the winners of the 2020 MMI/Barron’s industry awards. Now in its twelfth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry. The online ceremony was held during MMI’s 2020 Annual Conference. CCM is thrilled to have […]
