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! 

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Impact Investing

Impact Investing for Climate Change

As climate change continues to pose severe threats to our planet and societies, impact investing emerges as a key financial
Impact Investing

Impact Investing in Sustainable Agriculture​

For people interested in impact investing—that is investing in assets that can potentially generate an attractive return as well as
Impact Investing

Impact Investing in Affordable Housing

Impact investing—that is investing in assets that can generate an attractive return as well as positive social or environmental impact—can
Social Investment Business Ideas ESG Governance and Environment
ESGWhite Paper

ESG Metrics: What are they and what are the common metrics you should be tracking?

One of the most common discussions we have with clients, friends and family goes something like this: “I have worked
Climate change from drought to green growth
Articles and Research

4 Climate Change Books Driving the Climate Discussion

The climate crisis continues to intensify, as we all experience its impact in fiercer storms and deadlier wildfires, in rising
Impact InvestingWhite Paper

The Pros and Cons of ESG Investing

Once the province of a relatively small number of socially responsible investors, integrating environmental, social and governance (ESG) metrics into
hands holding dirt and a small plant with environmental icons around it - representing ESG investing
Impact InvestingWhite Paper

How to Pick a Great ESG Fund

Investing for Impact in the Public MarketsTable of Contents1 Investing for Impact in the Public Markets2 ESG Investing Through Mutual
2 wood blocks with Environment - Social - Governance written on them
Impact Investing

Introduction to Sustainable Investing

What is Sustainable Investing?Table of Contents1 What is Sustainable Investing?2 Sustainable Investing Trends3 The History of Sustainable Investing4 Methods of
Charitable GivingEstate Planning

Maximize the Impact of your Charitable Giving with a Donor Advised Fund

According to Giving USA, charitable donations in the U.S. grew 4% in 2021 to $485 billion, a new record. For
Impact Investing for Education
Impact InvestingInvestments

Helping the World’s Youth Reach Their Potential Through Impact Investing in Education

Impact investing in educationTable of Contents1 Impact investing in education2 Venture capital investments in education tech start-ups3 Social bonds and
gender lens impact investing

A Future We Can Believe In

Did you know that educating girls can have a huge impact on solving climate change?  Neither did we, until we

Investing in Women and Girls Globally: Join us for Two Events!

Hello to all CCM clients, family, and friends, We hope you are enjoying your spring so far! As some of
Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…..

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.
Suggested Reading

Pioneering Wealth Management

David Swensen

The Big Short

Michael Lewis

The Investment Answer

Daniel C. Goldie, CFA, CFP, Gordon S. Murray

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