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 […]
In September, Professor Burton Malkiel wrote a story in the Wall Street Journal, “Sustainable Investing is a Self-Defeating Strategy,” and included his thoughts on the shortcomings of the practice. The article’s headline was more incendiary than the text, but his arguments—and things he left out—are worth noting. Below are some […]
This week marked the 100th anniversary of the passage of the 19th Amendment, which granted women the constitutional right to vote. On August 18, 1920, Tennessee voted in favor of the amendment and ratified the 19th Amendment. This historic centennial offers an unparalleled opportunity to commemorate a milestone of democracy […]
Community Development Financial Institutions (CDFIs) are entities that CCM has supported and invested in many different forms over our 20-year history. From short-term placements in CDFI issued notes to direct CDFI bond issuances, CCM continues to expand our opportunity set of liquid and high-quality investments. We are therefore excited to […]
Earlier this month, the Global Impact Investing Network (GIIN) released the 2020 Annual Impact Investor Survey highlighting some of the progress of impact investing over the past ten years. Now in its 10th edition, the survey features data and insights from more than 290 impact investors, that collectively represent USD […]
As a pioneer in impact and ESG investing, CCM continually looks to create initiatives and support investments that contribute to positive societal outcomes. In this week’s blog, we wanted to share some exciting updates and initiatives addressing social justice and racial equality: Juneteenth June 19, or Juneteenth, commemorates the ending […]
