Customization can take place in our flagship bond fund (CCM Community Impact Bond Fund Institutional Shares) with a minimum initial investment of $1,000,000 (may be lower on advisor platforms) or in a separately managed account with a minimum initial investment of $10 million. Clients can customize their investments using our impact customization form. Investments that direct capital to geographies can target at the county, state, or regional level. Investments that direct capital to impact themes can target one or more of CCM’s impact themes (click here for full impact theme descriptions). Investments that direct capital to impact initiatives can support Minority CARES or First-Time Homebuyer.
Investments targeted to geographies can be as narrowly defined as a county. Investors can choose multiple geographies within different counties and/or states with the investments supporting a variety of CCM’s impact themes. Hover over a state to see our cumulative investment impact since inception. Numbers are approximate as of the most recent year end.
Investments customized to impact themes can target one or more of CCM’s impact themes. When a client selects customization by impact theme, the investments will support those specific impact themes nationwide. Click on an impact theme to read its full description. Click here for full descriptions of all impact themes including a glossary of terms.
Investments aligned with this theme create and retain affordable health care services and rehabilitation facilities for low- and moderate-income (LMI) and medically underserved persons. It also includes investing in opportunities that promote wellness and access to high-quality health care for communities and aims to dismantle barriers to inequities in health care.
Investments aligned with this theme finance affordable homeownership to LMI and/or workforce borrowers, including down payment assistance and first-time homebuyer programs, promoting wealth creation. It also includes financing and/or preservation of affordable rental housing properties to LMI and/or workforce residents.
Investments aligned with this theme support educational programs, businesses, organizations, and the development of properties involved with visual, performing, design, literary, and other art-related works. It also includes investing in support of ethical fashion, social impact media, creative places, and other elements of the creative economy.
Investments aligned with this theme support economic development activities in federally designated disaster areas and physical and civic infrastructure to better prepare communities from natural disasters and widespread health emergencies. It also includes investments helping to stimulate community and economic development and build strong infrastructure.
Investments aligned with this theme provide and/or offer high quality, equal access to education opportunities and resources. It also includes investments providing and/or offering access to affordable childcare services and resources.
Investments aligned with this theme provide small businesses with access to capital. It also includes investments supporting entrepreneurship; job creation, job retention, and job training; inclusive growth strategies; and stable employment.
Investments aligned with this theme support activities that look to conserve natural resources, protect ecosystems and biodiversity, and achieve net-zero emissions. It also includes investments financing properties, projects, companies, and small businesses implementing sustainable initiatives.
Investments aligned with this theme assist women and girls with access to educational programs, health-related services, and affordable homeownership. It also includes investments providing access to capital for women and girls and other opportunities to advance gender equality.
Investments aligned with this theme assist and support the process of bringing targeted groups, individuals, and communities, including immigrants, refugees, and Indigenous people, closer to the economic mainstream and capital markets. It also includes investing in initiatives and programs that help with upward mobility, greater self-sufficiency, economic advancement, and equal access to essential services such as broadband and public transportation.
Investments aligned with this theme support programs and initiatives that offer equal access to jobs, economic development, and affordable housing for ethnic minorities and minority communities. It also includes investments in majority-minority census tracts and high minority census tracts in addition to services beneficial to ethnic minorities and minority communities.
Investments aligned with this theme help communities of stated persistent poverty. It also includes investments in initiatives that look to support people experiencing homelessness, eradicate or decrease the number of people in poverty, and those in a persistent poverty county.
Investments aligned with this theme finance loans and small businesses providing access to capital in rural communities that are not part of a Metropolitan Statistical Area (MSA) or a census tract in an MSA that is outside of the MSA's Urbanized Areas. It also includes investments in economic opportunities to improve the welfare and livelihoods of people living in rural areas.
Investments aligned with this theme finance affordable living for seniors, veterans, and/or people with disabilities. It also includes providing veterans and elderly residents, especially those who are frail or at-risk, and non-elderly residents with disabilities with supportive services, including physical, social, and psychological assistance.
Investments aligned with this theme help achieve health equity in communities, transform blighted neighborhoods into areas of opportunity, support agriculturally sustainable and regenerative businesses and initiatives, and promote access to transit. It also includes investments supporting access to community parks; nutritious and pesticide-free foods; safe places to exercise and play; high Walk®, Bike®, and Transit® scores; and the integration of walkable communities centered around high-quality train systems.
Investments customized to initiatives can target one or both of our current initiatives: Minority CARES or First-Time Homebuyer. Hover over an initiative to see our cumulative investment impact since inception of each program. Numbers are approximate as of the most recent quarter end. For more information on both initiatives, click here.
Clients can customize their investments using our impact customization form.
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