Customization

CCM is focused on positive societal and environmental outcomes for our investors, staying true to our investment beliefs with an impact investing process that provides greater transparency. As a fiduciary, we ensure our clients’ interests always come first via skilled active management that seeks to create long-term value for clients.

Within our fixed income portfolios, clients can direct their capital to specific impact themes or geographies.  This customization can take place in our mutual fund (CRA Qualified Investment Fund Institutional Shares, ticker: CRANX) with a minimum initial investment of $500,000 and/or in a separately managed account with a minimum initial investment of $10 million.  The portfolio management team works with clients to customize their investments to meet their impact and financial goals.  Investments that direct capital to geographic areas can target at the state and/or county level.  Investments that direct capital to impact themes can target one or more of seventeen impact themes listed below. 

For a full description of impact themes, please download our 2017 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.