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ESG/SRI Investing: Can Investors Have Their Cake and Eat it too?

Posted on: Mar 13, 2017

As discussed in an earlier blog, The Nomenclature of Impact Investing, ESG (Environmental, Social, and Governance) investing and SRI (Socially Responsible Investing) are two of many acronyms used for impact investing.  Despite its growing popularity, some investors have voiced their concern regarding a returns trade-off.  ESG investors and managers, including the 1,500 signatories of the […]

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Honoring Black History Month by Spotlighting Four Individuals Contributing Toward Social Progress

Posted on: Feb 21, 2017

While social justice has advanced tremendously, racial equality remains far from perfect. In fact, former President Barack Obama claims that the country still faces “unfinished business of the civil rights movement”. [1] So in honor of Black History Month, this blog post highlights four African Americans who have positively contributed toward social progress in black […]

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What Does the Future of U.S. Sustainable Investing Look Like?

Posted on: Dec 14, 2016

Discussions on the future of the United States’ role in climate change are flooding the news’ sections of sustainable organizations. Trump’s nomination of Scott Pruitt to lead the U.S. Environmental Protection Agency may make some socially minded uneasy, but we like to be optimistic and hope the future will include the following: An increase in […]

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A Look at Your Trash: Seeing Beyond the “Waste”

Posted on: Nov 3, 2016

Have you ever stopped to analyze your trash? Here in the United States, we are privileged to dispose of the things we no longer want in our sight with great convenience, ridding the waste from our homes for others and the environment to deal with later. The United States Department of Agriculture reports that 30-40% […]

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The Gender Gap and Gender Lens Investing

Posted on: Sep 13, 2016

We hear about the gender gap discussed in the news covering all types of fields and regions of the world. People can argue endlessly about the origins, culprits, and measurements of gender discrimination. Yet, data continues to show that women are significantly underrepresented in the world of financial services. PwC’s report “Mending the gender gap, […]

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Taxable Municipals: Social, Environmental and Portfolio Benefits

Posted on: Aug 8, 2016

Taxable municipal bonds may be used to finance a variety of social and environmental initiatives such as affordable housing and healthcare, neighborhood revitalization, job creation, energy efficiency, wind turbines, solar panels, education and healthy communities, to name just a few.    Two examples of the positive community outcomes from taxable municipal bonds are below: Iowa […]

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Four Reasons to Divest from Fossil Fuels

Posted on: Jun 22, 2016

CCM has been managing fossil fuel free fixed income portfolios since 1999.   Divesting from fossil fuels is a powerful action.  The Divest-Invest movement sends a strong message that investors are taking action for a fossil free future. Here are four reasons why we think investors should divest from fossil fuels: Financial Returns: As President Barack […]

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Impact Investing and 401(k) Plans – What’s the Holdup?

Posted on: May 4, 2016

A February 2015 survey by Morgan Stanley found that more than 70% of individual investors are interested in sustainable investing and compared to the overall individual investor population, millennial investors are nearly two times more likely to invest in companies or funds that target specific social or environmental outcomes.   Another interesting finding is that female […]

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Fixed Income Sustainability

Posted on: Mar 17, 2016

Fixed income sustainability takes a positive screening approach to identify bonds that finance or support environmentally sustainable initiatives. It incorporates the “E” and the “S” of ESG, which may not be as common in fixed income as equities but it can be fully integrated into fixed income analysis and helps make more-informed investment decisions.  Within […]

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New Year, New Resolutions

Posted on: Jan 6, 2016

It’s that time of year again. Yes, it’s time for resolutions. The typical ones come with the territory of a new year…lose weight, eat healthier, spend more time with family, volunteer in your community, etc. Making financial resolutions can also be a great idea for the new year. The typical ones in this category include […]

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