Strategies

CCM’s strategies utilize an innovative approach to fixed income and equity investing combining measurable social, economic, and environmental positive impacts with rigorous financial analysis, an inherent focus on risk management, and transparent research.

We have seen significant growth in the demand for our pioneering impact and ESG investment strategies over the last decade from a variety of investors including endowments, foundations, faith-based organizations, high net worth investors, non-profits, and healthcare organizations. We provide impact and ESG investing solutions coupled with customized reporting to clients on the positive impact outcomes of their investments. Strategies are available in separate accounts and mutual funds and we develop custom solutions for clients based on their missions and values. Examples include place-based impact investing portfolios, faith-based alignment, and sustainably-focused initiatives. We encourage prospective investors to contact us to discuss their values and how we can work together to accomplish their financial and impact goals.