Community Capital Management Celebrates 25th Anniversary of Firm and Flagship Impact Bond Fund

Milestone recognizes CCM’s longevity and experience managing market-rate fixed income impact investments

Ft. Lauderdale, FL, August 30, 2024: Community Capital Management, LLC (CCM) is excited to announce its 25th anniversary of the firm and of its flagship impact bond fund—the Community Impact Bond (CIB) Fund (f/k/a the CRA Qualified Investment Fund).

CCM launched its flagship CIB Fund on August 30, 1999, for financial institutions looking to meet community development investing under the requirements of the Community Reinvestment Act (CRA) by directing the impact of their investments to specific communities in need around the United States. Since the Fund’s beginnings focused on place-based community investments primarily utilized by financial institutions, it has expanded to include a variety of institutional investors, including faith-based, foundations, healthcare, nonprofits, and high net worth, looking for a diversified, liquid market-rate impact bond fund with positive environmental and social impacts.

In addition to the CIB Fund, CCM also manages separately managed accounts (SMAs) and the CCM Affordable Housing MBS ETF. In SMAs and the institutional and CRA share classes of the CIB Fund, clients meeting minimum requirements can customize and align their investments to support specific geographies, impact themes, or impact initiatives, a benefit accompanied by bespoke impact reporting.

“Over the past 25 years, the firm has collaborated closely with its clients to expand its impact customization and enhance its customized impact reporting while also seeking to provide liquidity, diversification, and historical competitive returns,” said Alyssa Greenspan, president and CEO of CCM. “This approach to aligning clients’ impact goals with meaningful outcomes and transparent impact reporting has been a significant factor in our growth.”

CCM is a registered investment adviser with a mission seeking to deliver risk-adjusted returns through strategies that contribute to positive environmental and social outcomes. With $6 billion in assets under management, the firm’s strategies utilize an innovative approach to fixed income investing by combining the positive environmental and/or social outcomes of impact investing with rigorous financial analysis, an inherent focus on risk management, and transparent research. To date, the firm has invested $16.3 billion in impact initiatives nationwide on behalf of its clients.

Investors can learn more about CCM at www.ccminvests.com.

Community Capital Management, LLC

Community Capital Management, LLC (CCM) is an investment adviser registered with the Securities and Exchange Commission. The firm’s mission seeks to deliver superior risk-adjusted returns through investment strategies that contribute to positive environmental and social outcomes. For more information, please visit: www.ccminvests.com.

Media Contact:   

Jamie Horwitz
Community Capital Management, LLC
954-298-6214 / jhorwitz@ccminvests.com

Mutual fund investing involves risk including the loss of principal. Bond and bond funds are subject to interest rate risk and will decline in value as interest rates rise. The CIB Fund is non-diversified. There is no guarantee the objective of the CIB Fund will be achieved. The CIB Fund involves impact and ESG Risk. The Adviser may select or exclude securities of certain companies for reasons other than performance and, as a result, the CIB Fund may underperform other funds that do not use an impact and ESG screening process. Impact and ESG investing is qualitative and subjective by nature. There is no guarantee that impact and ESG criteria used by the Adviser will reflect the beliefs or values of any particular investor.

Carefully consider the risks, investment objectives, charges and expenses of the Fund before investing. The prospectus contains this and other important information. The prospectus is available by calling 866-202-3573. Please read the prospectus carefully before investing. The CCM Community Impact Bond Fund is distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Community Capital Management or any other affiliate.

Community Capital Management, LLC (CCM) is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The verbal and written communications of an investment adviser provide you with information you need to determine whether to hire or retain the adviser. Past performance is not indicative of future results. CCM has distinct investment processes and procedures relating to the management of investment portfolios for institutional clients. The firm’s strategies are customized, rather than model-based, and utilize an innovative approach to fixed income by combining the positive societal outcomes of impact and environmental, social, and governance (ESG) investing with rigorous financial analysis, an inherent focus on risk management, and transparent research. Bonds are subject to interest rate risk and will decline in value as interest rates rise. Different types of investments involve varying degrees or risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. A sustainable investment strategy that incorporates ESG criteria may result in lower or higher returns than an investment strategy that does not include such criteria. Impact figures mentioned are approximate values. Opinions, estimates, forecasts, and statements of market trends are based on current market conditions and are subject to change without notice. Third party links, trademarks, service marks, logos and trade names included in this content are the property of their respective owners. The inclusion of a third party link is provided for reference and does not imply an endorsement or, association with, or adoption of the site or party by us. Acceptance of this material constitutes your acknowledgement and agreement that the Advisor does not make any express or implied representation or warranty as to the accuracy or completeness of the information contained herein and shall have no liability to the recipient or its representatives relating to or arising from the use of the information contained herein or any omissions there from. For a full list of relevant disclosures, please visit https://www.ccminvests.com/regulatory-disclosures/

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