Webinar Replay: CRA Fund Earmarking Process for Banks

Community Capital Management, Inc. is the registered investment adviser to the CRA Qualified Investment Fund CRA Shares (ticker: CRAIX) which was launched in 1999 as a vehicle to help banks meet the investment test requirements of the CRA. 

We are asked all the time about the CRA Fund’s earmarking process, how it works, how banks look to receive CRA credit, and how CRA investments are earmarked per exam cycles. We held a webinar on December 13, 2017 for banks to learn more about our earmarking process and how over 400 financial institutions are already using the CRA Fund for their CRA investments.

During the webinar, you will learn about the CRA Fund’s: 
* Earmarking process 
* Reporting and documentation 
* Investment case studies 
* 18-year history of helping banks nationwide with their CRA investments

Listen to the webinar replay featuring Jamie Horwitz, Chief Marketing Officer, and Jessica Botelho, Director of CRA & Impact Research.

To view the webinar replay, fill out the form on the right.


Community Capital Management, Inc. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Investing involves risk, including possible loss of principal. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. The Fund is not diversified.

The CRA Qualified Investment Fund is distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Community Capital Management, Inc.

Carefully consider the risks, investment objectives, charges, and expenses of the Fund before investing. This and other information can be found in the Fund’s prospectus which can be obtained by calling 866-202-3573. Please read the prospectus carefully before investing.

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Webinar Replay