KLS Professional Advisors Group

PROFESSIONAL ADVISORS GROUP, LLC Complete Financial Management Greece is the Word Volatility and Uncertainty Continue In March we commented on the volatility in the capital markets and observed that there was no discernible path to a consistent unobstructed high rate of growth in economies both domestic and abroad. We commented on slowing productivity in the United States and the consensus...

KLS Professional Advisors Group

PROFESSIONAL ADVISORS GROUP, LLC Complete Financial Management China: Syndrome, Symptom Or Both? Unsettled Capital Markets The August devaluation of the Chinese yuan unsettled worldwide capital markets. China’s equity markets plummeted from their exorbitant highs and the U.S. equity markets lost more than 10% of their value in the two weeks following the announcement. Investors...

KLS Professional Advisors Group

PROFESSIONAL ADVISORS GROUP, LLC Complete Financial Management The Fundamentals Awaken What Happened Amidst great volatility in 2015, and a particularly fierce decline in the markets in the final days of the year, the Dow Jones Industrial Average, S&P 500, Russell 1000 and Wilshire 5000 each advanced slightly for the year (inclusive of dividend reinvestment) gaining .21%, 1.37%, .92% and...

Community Capital Management, Inc

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...

Community Capital Management, Inc

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...

Community Capital Management, Inc

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...

Community Capital Management, Inc

2014 Annual Impact Report 2014 Annual Impact Report TABLE OF CONTENTS INTRODUCTION...........................................................................................................4 FIXED INCOME IMPACT INVESTING AT CCM....................................................8 FIXED INCOME IMPACT INVESTING THEMES ................................................10 2014 COMMUNITY IMPACT...

Community Capital Management, Inc

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:...

Community Capital Management, Inc

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...

Community Capital Management, Inc

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...

Community Capital Management, Inc

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...

Community Capital Management, Inc

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...

Community Capital Management, Inc

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

Community Capital Management, Inc. Firm Profile COMMUNITY CAPITAL MANAGEMENT (CCM)-AT-A-GLANCE • Founded in 1998; headquartered in Ft. Lauderdale, FL • Specialty in managing Environmental, Social and with offices in Charlotte, NC and Boston, MA Governance (ESG)/impact investing and fossil fuel free portfolios • $2.2 Billion AUM; 58% employee owned as of...

Community Capital Management, Inc

NEW ERISA GUIDANCE ON ECONOMICALLYTARGETED INVESTMENTS (ETIs) WHAT ARE ETIs? ETIs are investments: • selected for the benefits they create in addition to the investment return to the employee benefit plan investor. • seeking to achieve superior market-rate risk-adjusted returns while financing activities that promote economic development. • assisting in the economic...

Community Capital Management, Inc

Market Observations December 2015 Calm Broad Market Returns in 2015 Concealed Their Rotting from the Bottom A market observer looking at the headline performance of various equity or bond indices to date would see what appear to be fairly calm waters: the S&P 500 is up a few percentage points for the year (notwithstanding late-summer volatility); investment grade corporate bond indices...