As an impact research analyst, Julia conducts impact research, articulating the positive societal outcomes of securities purchased on behalf of CCM’s clients. Her responsibilities include writing detailed reports on the firm’s fixed income holdings, tracking quantitative impact metrics, and preparing impact reports for separately managed accounts and mutual fund shareholders. She is a member of the firm’s Impact and CRA Committee.
Biography:
Julia joined CCM in August 2024 after earning her B.A. in Economics and Environmental policy from Northwestern University. During her 2023 internship with CCM’s marketing team, she contributed to work on separately managed accounts and created content for impact stories.