Every May, the Administration for Community Living leads the nation’s observance of Older Americans Month (OAM). The 2023 theme is Aging Unbound, which offers an opportunity to explore diverse aging experiences and discuss how communities can combat stereotypes.[1] When OAM was established in 1963, only 17 million living Americans had […]
Our final blog of the year shares a recap on some of CCM’s impact highlights from 2022. In February, CCM shared its ninth annual impact report and introduced it with a video featuring CCM team members. CCM continued to advance and further its DEI efforts and shared a mid-year update. […]
Veterans Day (originally known as Armistice Day) is a federal holiday in the U.S. observed annually on November 11, for honoring military veterans of the U.S. Armed Forces. At the beginning of each calendar year, our Impact and CRA Committee has a meeting to review our impact themes and make […]
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 […]
