- How investors can target specific geographies or impact themes;
- The customized quarterly impact reports investors receive; and
- What makes CCM’s impact targeting process so unique and impactful.
CCM’s chief impact investment strategist David Sand said: “With this new video, we are excited to showcase our customization process with the goal of making it easy for investors to understand how it works within a mutual fund offering. We highlight the strategy from two perspectives – impact and financial. From an impact perspective, each investor has a customized mini portfolio of earmarked securities; from a financial perspective, the investor owns a pro-rata share of a core fixed income fund comprised of bonds supporting environmental and social initiatives. “
“Each client completes an impact targeting form to memorialize their customization choices,” said Alyssa Greenspan, president/coo of CCM. “We track and manage the implementation process through our proprietary earmarking technology and provide impact reports to shareholders detailing the positive impact of their investment dollars.”
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Community Capital Management, Inc.
Community Capital Management, Inc. is an investment adviser registered with the Securities and Exchange Commission. Headquartered in Fort Lauderdale, Florida with offices in Charlotte, North Carolina and Boston, Massachusetts, the firm was founded in 1998 and currently manages $2.4 billion in assets as of 9/30/17. CCM’s flagship core fixed impact investing strategy is available as a separate account or via a mutual fund. Other products managed by CCM include a liquid alternative income fund and customized separate account strategies. For more information, please visit www.ccminvests.com.
Minimum investment for customizing in the fund is $500,000. Investing involves risk including the loss of principal. Bond and bond funds are subject to interest rate risk and will decline in value as interest rates rise. The CRA Qualified Investment Fund is not diversified. The Fund is distributed by SEI Investments Distribution Co. (SIDCO) which is not affiliated with Community Capital Management.
Carefully consider the risks, investment objectives, charges and expenses of the Fund before investing. The prospectus contains this and other important information. Call 866-202-3573 for a prospectus. Please read the prospectus carefully before investing.
Community Capital Management, Inc. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
View original content with multimedia:http://www.prnewswire.com/news-releases/community-capital-management-releases-2-minute-video-on-how-to-customize-impact-investments-in-a-mutual-fund-300568747.html
SOURCE Community Capital Management, Inc.
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