Customization

We build impact portfolios from the bottom up and do not use negative screens. All of the bonds in our portfolios are fossil fuel free with multiple positive impacts. For clients that are interested in customizing their bond portfolio, we offer geographic and theme-based targeting.

For geographic targeting, clients can choose specific counties, states, or regions. In this case, the investments would support a variety of impact themes in those areas. For theme-based targeting, clients can choose one or more of the 17 impact themes listed below. These investments would be located anywhere in the United States. For a full description of impact themes, please download our 2016 annual impact report.  For institutional investors interested in customization in the CRA Qualified Investment Fund, please download our targeting form.

 

Geographic Targeting:

Thematic Targeting:

Pie chart is for illustrative purposes only and does not represent actual percentage breakdown of impact themes.