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Reporting

With 25 years of experience in impact investing, we have seen many types of impact reports. We 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 entries into the impact arena have followed our lead and published impact reports on their activities.

As a pioneer in impact investing, CCM has created a proprietary impact model and reporting system where we track and monitor the positive societal outcomes of our investments. CCM offers personalized impact reports to clients meeting certain criteria. Customization ensures that clients receive relevant and meaningful information that aligns with their specific interests and values. Impact reports detail a variety of impact metrics and outcomes. They also include impact narratives which share real-world examples illustrating the positive outcomes of clients’ investments. Narratives help stakeholders understand the human and environmental impact behind the numbers. By focusing on these elements, CCM looks to ensure that its investments make measurable positive impacts on society and the environment, while also meeting the financial goals of clients.

Impact Reports

2024
Impact Report

4Q24
CCM Firm Impact Summary

On-Site Visit

In June 2024, Kristin Fafard, chief investment strategist, and Victoria Reseska, manager of platform relations, visited Riddlebrook Apartments in East Douglas, MA, an independent living facility for seniors and individuals with diverse abilities. The property has indoor and outdoor space and is conveniently located close to shopping and restaurants. Property amenities include a resident services coordinator, community events, community garden, computer access, and on-site management.

Impact Themes

Affordable Housing

On-Site Visit

In December 2024, Jenny Kwon, impact research analyst, and Julia Winck, impact research analyst, visited Yorkville Apartments in New York City. Yorkville Apartments is an affordable rental property for seniors where 131 residential units receive Section 8 assistance. One third (47) of the units are reserved for residents who need an enriched housing program, which provides additional services as an alternative to institutionalization in nursing homes for physically frail elderly people who can no longer live independently. Staff at Yorkville Apartments helps its residents schedule social services and transportation for medical care, and can be reached around the clock in case of emergency. The property also makes auxiliary aides and services available as needed for residents with disabilities. The community is sponsored by New York Foundation for Senior Citizens, Inc., (NYFSC), a nonprofit, non-sectarian social service agency.

Impact Themes

Affordable Health and
Rehabilitation Care

Affordable Housing

Environmental Sustainability

Human Empowerment

Human Empowerment

Seniors, Veterans, and
People with Disabilities

Sustainable Communities

Sustainable Communities

On-Site Visit

In November 2024, Jamie Horwitz, chief marketing officer, and James Malone, chief financial and diversity officer, visited the Bass Museum (The Bass) in Miami Beach, one of the projects being funded by the City of Miami Beach’s “Yes2Arts” bond. The Bass, Miami Beach’s contemporary art museum, showcases works by mid-career and established artists that embody the city’s vibrant and international character. The museum also hosts Bass IDEAS, an education program that leverages art to inspire creativity and growth, with a special focus on early childhood education. Through a partnership with Miami-Dade County Public Schools, Bass IDEAS integrates arts education into school curricula. Planned enhancements at The Bass from the bond issuance include the construction of a multi-use programming space, upgrades to the courtyard and creativity center, improved interior and exterior lighting, enhanced audio-visual capabilities, additional Wi-Fi access points, and various mechanical, utility, and aesthetic improvements.

Impact Themes

Affordable Housing

Arts, Culture, and the <br>Creative Economy

Arts, Culture, and the
Creative Economy

Education and Childcare

Enterprise Development
and Jobs

Sustainable Communities

On-Site Visit

In December 2024, Jessica Botelho, co-chief impact strategist, visited St. Mary’s Court, an affordable rental housing community for seniors and people with disabilities in Washington, D.C. Located in the Foggy Bottom neighborhood, adjacent to George Washington University’s Campus, the property resides in a high-poverty census tract where 22% live below the poverty line. St. Mary’s Court offers a range of amenities, including a dedicated service coordinator, a subsidized lunch program, an evening meal program, a recreation area, a library, and a computer learning center. Residents also benefit from transportation for excursions and shopping trips, lectures on various topics, 24-hour desk service, health fairs, and exercise classes. Additionally, they have access to the George Washington University Wellness Center. As a designated nutrition site for the D.C. Office on Aging’s weekday lunch program, St. Mary’s Court provides nutritious and affordable meals to both residents and non-resident community members. The property also boasts a robust activities calendar featuring tai chi, yoga, and chair exercise classes, a weekly blood pressure clinic, arts and crafts classes, ESL courses, and various religious services. Residents are encouraged to participate in committee meetings to share feedback and suggestions.

Impact Themes

Affordable Health and
Rehabilitation Care

Affordable Housing

Environmental Sustainability

Human Empowerment

Human Empowerment

Poverty Alleviation

Seniors, Veterans, and
People with Disabilities

Sustainable Communities