The Materiality of Human Capital to Corporate Financial Performance by Aaron Bernstein and Larry Beeferman April 2015 This research was funded by the Investor Responsibility Research Center Institute (IRRCi) and co-authored by Larry Beeferman and Aaron Bernstein with the Labor and Worklife Program at Harvard Law School. The analysis, opinions and perspectives herein are the sole responsibility...

Recognizing Changes in Education James Suh – Moderator Panelists: Bruce Behn, CPA, David Leasure, Ph.D., Robert D. Reid, Ed.D. ABOUT WGU “WGU is an affordable, online, nonprofit institution that measures the success of its students – most of them working adults – not by credit  Online, non-profit, accredited (NWCCU/CCNE/NCATE) hours but by...

Summer 2014 Winter 2013 The Value of ESG Analysis in Fixed Income Investing Introduction Responsible investing, which is the process of taking into consideration sustainable and ethical practices when deploying capital, has grown meaningfully over the past 15 years. According to the Forum for Sustainable and Responsible Investment, approximately $3.3 trillion of investment dollars were screened...

2015 Annual Impact Report 2015 Annual Impact Report Table of Contents 2015 in Review..................................................................................................................4 Commitment to Bettering our Communities and our Environment................................10 Fixed Income Impact...

National Community Impact Community Capital has invested over $6.9 billion in Environmental, Social, and Governance (ESG)/impact initiatives nationwide on behalf of its clients, generating results that make a powerful impact*: ¢ 321,000 affordable rental housing units ¢ 4,500 home mortgages for low- and moderate-income borrowers ¢ $290 million in enterprise...

Community Capital Management, Inc. ESG/Impact Investing Strategy Overview Strategy Overview • Asset Class: U.S. Fixed Income • Focus: Market-rate bonds that finance ESG/impact and fossil fuel free initiatives • Geography: United States with the ability for clients to target specific geographies • Impact: Invested over $6.8 billion in ESG/impact initiatives...

Place-Based Investing and the Role of the Impact Investor PLACEBASED INVESTING AND THE ROLE OF THE IMPACT INVESTOR Table of Contents Introduction ...........................................................................................................................................................3 Place-Based Investing...

Place-Based Investing Strategy Overview WHO WE ARE Founded in 1998, Community Capital Management (CCM) specializes in managing fixed income Environmental, Social and Governance (ESG)/impact investing portfolios. To date, CCM has $2 billion in assets and has invested over $6.7 billion in ESG/impact initiatives nationwide on behalf of its clients. CCM’S PLACE-BASED INVESTING...

Gender Lens Investing Overview WHO WE ARE Founded in 1998, Community Capital Management (CCM) specializes in managing fixed income Environmental, Social and Governance (ESG)/impact investing portfolios. To date, CCM has $2 billion in assets and has invested over $6.7 billion in ESG/impact initiatives nationwide on behalf of its clients. CCM’S GENDER LENS INVESTING OVERVIEW Appropriate...

Religious Bond Strategy Overview WHO WE ARE Founded in 1998, Community Capital Management (CCM) specializes in managing fixed income Environmental, Social and Governance (ESG)/impact investing portfolios. To date, CCM has $2 billion in assets and has invested over $6.7 billion in ESG/impact initiatives nationwide on behalf of its clients. CCM’S RELIGIOUS BOND STRATEGY Appropriate for:...

Overview of Green Bond Strategy WHO IS COMMUNITY CAPITAL MANAGEMENT (CCM)? Community Capital Management (CCM) is a Ft. Lauderdale-based investment advisor specializing in the management of fixed income Environmental, Social and Governance (ESG)/impact investing portfolios. The firm was founded in 1998 and manages $2 billion in assets on behalf of foundations, religious organizations, pension...

Fall 2015 Newsletter T H E IMPACT I N V E S T O R A Publication of Community Capital Management, Inc. CCM Commits to Obama Administration’s New Initiative to Increase Solar Access for all Americans In July, CCM committed to invest $100 million in government-assisted rental housing that supports environmental and energy efficiency initiatives, including deploying solar energy...

Spring 2015 Newsletter T H E IMPACT I N V E S T O R A Publication of Community Capital Management, Inc. Financing Rural Development: Untapped Potential, Unmet Market, Ample Opportunity The Council of Development Finance Agencies (CDFA) is a national association dedicated to the advancement of development finance concerns and interests. The article below is written by guest contributors...

Publication - 04/29/2016 Socially Responsible Investing in ERISA Plans: The Legal Perspective Institutional Investor: Foundation & Endowment Money...