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Targeting by Impact Themes

Clients can choose to have their investments target specific impact themes.  Investments that direct monies toward these initiatives can target a variety of impact themes in low- and moderate-income communities including, but not limited to: affordable housing, affordable healthcare, enterprise development, education and child welfare, redevelopment of distressed or blighted communities, environmental sustainability, healthy communities, and disaster recovery.

Our goal is to learn about your organization’s mission or area(s) of focus, understand its objectives and work with you to customize investments that meet your financial and impact investing goals.  Clients receive detailed impact reports which provide information on the project or initiative being financed and how it is positively impacting the community.

CCM offers institutional investors its fixed income impact investing strategy via two products: a mutual fund (CRA Qualified Investment Fund Institutional Shares; Ticker: CRANX) and a separately managed account.  For more information, please contact Jamie Horwitz at jhorwitz@ccminvests.com.


CASE STUDY:

Mission: A Foundation’s mission is to improve education for underprivileged children.

Target: Investments in a separate account will be customized to support initiatives aimed at improving education in the lives of underprivileged children nationwide.

Example: Funds helped acquire, construct and renovate a school in Indiana for girls where the majority of the students live in one of two public housing developments and most are on free or reduced lunch.  The school serves girls in grades Kindergarten through 6 and one of its goals is to enhance the girls’ conceptual engagement in science and mathematics.

 

The security identified and described is a current holding and is for illustrative purposes only.  Its selection was based upon non-performance criteria, such as the security’s social and/or environmental attributes.  Market conditions can vary widely over time and can result in a loss of portfolio value.  Past performance does not guarantee future results.