As an impact research analyst, Julia is responsible for conducting impact research and articulating the positive outcomes of securities purchased on behalf of CCM’s clients. Her job includes writing detailed summary reports on the positive environmental and social impacts of the firm’s fixed income holdings, tracking quantitative impact metrics, and creating impact reports for separately managed accounts and mutual fund shareholders.
Biography:
Julia joined CCM in August 2024 after receiving her B.A. in economics and environmental policy from Northwestern University. In 2023, Julia interned with the marketing team at CCM, where she helped with separately managed accounts and developed content for impact stories.