With over two decades of experience in impact and ESG investing, we have seen many types of impact reports. We too have adapted and improved our impact reporting over the years based on client feedback, internal discussions, and enhanced metrics and outcomes. We are honored that so many recent entries into the impact arena have followed our lead and published impact reports on their activities.
As a pioneer in impact and ESG investing, CCM has created a proprietary impact model and reporting system where we track and monitor the positive impact and ESG attributes of every investment. Clients meeting minimum customization requirements receive quarterly impact and financial reports detailing a variety of impact metrics and outcomes. We continue to produce impact reports with a mix of quantitative data and qualitative details, also known as “impact stories.” We believe that these stories truly capture the impact outcomes of the investments by providing a powerful overview of how these investments are making positive contributions to society.
We enjoy sharing impact stories from the investments we have made on behalf of clients across the nation. Our investment analysis requires on-going monitoring from both a financial and an impact perspective. One of the best ways to supplement the on-going monitoring efforts of the research team is to encourage employees to visit properties that have benefited from investments we have made. Below we have highlighted details of some visits that took place over the last few years. To obtain impact investment examples in your geography or with a specific impact theme, please email Iza Daguila at firstname.lastname@example.org.
Black Homeownership Gap
For millions, owning a home remains at the heart of the American dream but many Black Americans have been left out. Read more in our latest report.LEARN MORE
Impact and ESG Investing Survey
Download our latest survey to hear how investors are evaluating impact investments, conducting due diligence on managers, and more.LEARN MORE