Our short duration strategy is an actively managed portfolio of high credit quality, fossil fuel free core fixed income investments that seeks to maximize risk-adjusted returns. Short duration portfolios can be structured as long only or use hedging strategies to maintain duration between one to three years.
- Impact: We track the environmental and social outcomes of the portfolio and provide clients tailored reporting on the positive impact of their investments.
- Customization: We offer clients the ability to support duration targets as well as geographies or impact themes.
- Income: The strategy pursues a high level of current income.
- Capital Preservation: the strategy seeks capital preservation with a shorter duration profile than the benchmark (Bloomberg Barclays US Aggregate Bond Index).
Check the firm’s background on FINRA’s BrokerCheck.
A full list of regulatory disclosures for Community Capital Management, Inc. are available by visiting: https://www.ccminvests.com/regulatory-disclosures/.