The Tax-Exempt Municipals Strategy is an investment grade, intermediate bond portfolio that seeks to preserve capital by investing in a portfolio of fossil fuel free tax-exempt municipals that have direct and measurable positive societal impacts. Each of the bonds selected for the portfolio must meet stringent financial and impact criteria. The strategy’s impact criteria focuses on the use of each bond’s proceeds and their expected positive environmental and social outcomes as well as documentation of those outcomes. An additional offering of the strategy is that clients can tailor their invested capital to support specific geographies or impact themes, a benefit accompanied by customized impact reporting. For more information, please email Kristin Fafard at firstname.lastname@example.org.
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A full list of regulatory disclosures for Community Capital Management, Inc. are available by visiting: https://www.ccminvests.com/regulatory-disclosures/.