Community Capital Management, LLC (CCM), a leading impact and environmental, social, and governance (ESG) investing manager, recently released a new report, “Aligning Faith and Finance”.
Faith-based investing has been around for a long time and comes in countless methods of implementation and interpretation. There is no right or wrong way to align faith and finance. Many faith-based investment strategies and products take different approaches to aligning faith from screening to advocacy to community investing.
Just as traditional investing looks at a range of factors such as risk tolerance, age, liquidity, and tax implications, faith-based investing is not a one size fits all approach. This report shares detail on aligning faith and finance, including highlights of its history, terminology, performance, religious guidelines, and finally, how faith and finance can be aligned at Community Capital Management.
The New 14-page Report Covers:
- The history of aligning faith and finance
- The many definitions of impact investing and faith-based investing
- Faith-based investing in the 21st century
“The history of aligning faith and finance is vast and there are many examples of how different religions have implemented what we broadly call today impact investing,” said James Malone, chief financial and diversity officer at CCM. “Faith-based groups have long led the way in using the power of capital to bring about change.”
Jamie Horwitz, chief marketing officer at CCM, added: “We work with many religious clients and wanted to create a report that shares the vast history of this space and how faith-based clients are implementing these strategies today. We also wanted to include a section on what role CCM plays in faith-based investing and how our clients have the opportunity to align faith and finance in a positive and proactive way.”
The Report is available for download at no charge.
About Community Capital Management, LLC
Community Capital Management, LLC (CCM) is an investment adviser registered with the Securities and Exchange Commission. Headquartered in Fort Lauderdale with employees in Boston, Charlotte, the New York City area, and Southern California, CCM was founded in 1998 and manages over $3.5 billion in assets. The firm believes a fully integrated portfolio — one that includes environmental, social, and governance (ESG) factors — can deliver strong financial performance while simultaneously having positive long-term economic and sustainable impact. CCM’s strategies utilize an innovative approach to fixed income and equity investing by combining the positive outcomes of impact and ESG investing with rigorous financial analysis, an inherent focus on risk management, and transparent research. Within our fixed income portfolios, impact customization provides investors the opportunity to direct their capital to support specific geographies (also known as place-based impact investing), one or more of 18 impact themes, and impact initiatives.
Community Capital Management, LLC (CCM) is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The verbal and written communications of an investment adviser provide you with information you need to determine whether to hire or retain the adviser. Past performance is not indicative of future results. CCM has distinct investment processes and procedures relating to the management of investment portfolios for institutional clients. The firm’s strategies are customized, rather than model-based, and utilize an innovative approach to fixed income and equity by combining the positive outcomes of impact and environmental, social, and governance (ESG) investing with rigorous financial analysis, an inherent focus on risk management, and transparent research. Bonds are subject to interest rate risk and will decline in value as interest rates rise. Stocks will fluctuate in response to factors that may affect a single company, industry, sector, or the market as a whole and may perform worse than the market. A sustainable investment strategy that incorporates ESG criteria may result in lower or higher returns than an investment strategy that does not include such criteria. Any of the securities identified and described herein are for illustrative purposes only. Their selection was based upon nonperformance-based objective criteria, including, but not limited to, the security’s social and/or environmental attributes. It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of the securities identified. Impact figures mentioned are approximate values.