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Insights
Our latest thoughts and ideas on the economy, global markets, financial planning, impact investing and more. If you would like to know more about what we are thinking and how it may be of value to you, please contact us!
Blog
4 Climate Change Books Driving the Climate Discussion
January 3, 2023
The climate crisis continues to intensify, as we all experience its impact in fiercer storms and deadlier wildfires, in rising sea levels, drought, floods and …
The Pros and Cons of ESG Investing
September 14, 2022
The Rise of ESG Investing Once the province of a relatively small number of socially responsible investors, integrating environmental, social and governance (ESG) metrics into …
How to Pick a Great ESG Fund
September 6, 2022
Investing for Impact in the Public Markets If you are reading this article, you are likely interested in sustainable investing—aligning your investments with your values …
Introduction to Sustainable Investing
September 1, 2022
What is Sustainable Investing? For many high-net-worth investors, it’s not enough to earn competitive financial returns. They also want to have a positive impact on …
Maximize the Impact of your Charitable Giving with a Donor Advised Fund
August 15, 2022
According to Giving USA, charitable donations in the U.S. grew 4% in 2021 to $485 billion, a new record. For our clients who are charitably …
Helping the World’s Youth Reach Their Potential Through Impact Investing in Education
May 31, 2022
Impact investing in education Education is one of the most powerful tools available to reduce inequality and foster a peaceful, prosperous world. According to the …
A Future We Can Believe In
May 31, 2022
Did you know that educating girls can have a huge impact on solving climate change? Neither did we, until we were introduced to the data …
Investing in Women and Girls Globally: Join us for Two Events!
April 29, 2022
Hello to all CCM clients, family, and friends, We hope you are enjoying your spring so far! As some of you may know, CCM has …
Closing the Gender Gap with Gender Lens Impact Investing
April 19, 2022
Women have made enormous strides over the last half-century, but still lag behind men in key areas like pay, promotion, and education. Gender Lens impact …
Environmental Impact Investing
April 14, 2022
The Growing Climate Crisis…and How You Can Help “The dangers of climate change are mounting so rapidly that they could soon overwhelm the ability of …
How Climate And Geopolitics Will Shape The West’s Energy Policy
March 28, 2022
A discussion between Ezra Klein and Daniel Yergin dated March 22, 2022 I recently listened to an amazing and enlightening podcast interview about the energy …
All About ESG Investing
January 30, 2022
One of the most common discussions we have with clients, friends and family goes something like this: “I have worked hard all my life and …
Resources
Annual Impact Report
Our annual impact report provides an overview of our work, the markets, etc…..
Recent Newsletters
ESG Metrics and Insight Report
ESG (Environmental, Social and Governance) metrics are an increasingly important way for investors to measure the sustainability and attractiveness of potential investments in large publicly traded companies. Learn more about the details of ESG investing and the related concepts of Sustainable and Impact Investing in our 2022 ESG Metrics and Insights Report.
Impact Investing
in Affordable Housing
Social impact investing in real estate focused on affordable housing shows great promise in easing the epidemic of homelessness and the housing affordability crisis, while providing investors with opportunities to potentially earn attractive returns.
Impact Investing
for the Environment
Growing concern about climate change has led many impact investors to reduce their exposure to fossil fuel companies and to invest in clean energy and other environmental sustainability solutions.
Impact Investing
Closing the Gender Gap
Women lag behind men in key areas like pay, promotion and education. Gender Lens impact investing – that is, making investments that seek both financial returns and a positive effect on the status of women and non-binary people – is a potentially powerful approach to addressing this problem.
Impact Investing
in Sustainable Agriculture
Impact investing in sustainable agriculture can help slow the damage caused by destructive factory farming methods, while providing consumers with healthy, natural food.
Suggested Reading
The Little Book of Common Sense Investing
John Bogle
Enough
John Bogle
Stocks for the Long Run
Jeremy J. Siegel
Your Money or Your Life
Vicki Robin, Joe Dominguez, Monique Tilford
Simple Wealth, Inevitable Wealth
Nick Murray
Pioneering Wealth Management
David Swensen
The Big Short
Michael Lewis
Invest Like a Billionaire
Warren Buffett
The Checklist Manifesto
Atul Gawande
The Investment Answer
Daniel C. Goldie, CFA, CFP, Gordon S. Murray