Impact

Impact investments are made with the intention of generating a competitive financial return while realizing measurable positive environmental and social benefits . Since 1999, we have invested over $8.6 billion in impact initiatives nationwide on behalf of our clients.

At CCM, we believe a fully integrated portfolio – one that includes environmental, social and governance (ESG) factors – can deliver strong financial performance while simultaneously having positive long-term economic and sustainable impact. Our strategies utilize an innovative bottom-up approach to fixed income and equity investing combining the positive impacts of impact/ESG investing with rigorous financial analysis, an inherent focus on risk management, and transparent research.  We provide impact investing solutions coupled with hands-on client service and report to clients on the multiple positive-based impact outcomes of their investments.   

Impact Targeting Form

2017: Impact by State
  • Invested < $1MM
  • Invested $1MM - $5MM
  • Invested $5MM - $10MM
  • Invested $10MM - $25MM
  • Invested $25MM - $50MM
  • Invested $50MM - $100MM
  • Invested > $100MM

  • Affordable Housing 41.8%
  • Minority Neighborhoods 19.6%
  • Seniors/Disabled 13.2%
  • Human Empowerment 4.5%
  • Environmental Sustainability 3.9%
  • Affordable Health/Rehab Care 3.2%
  • Rural Community Development 2.8%
  • Education/Childcare 2.3%
  • Healthy Communities 2.0%
  • Neighborhood Revitalization 1.8%
  • Enterprise Development/Jobs 1.7%
  • Gender Lens 1.4%
  • Government Supported Communities 0.8%
  • Transit-Oriented Development 0.6%
  • Disaster Recovery 0.4%
  • Arts & Culture < 0.1%
  • Sustainable Agriculture < 0.1%
2017: Impact by Theme

Impact figures as of the most recent quarter end unless otherwise noted.