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! 

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 hard all my life and …

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 sea levels, drought, floods and …

Impact InvestingWhite Paper

The Pros and Cons of ESG Investing

Table of ContentsThe Rise of ESG InvestingThe ESG Conundrum: The Pros and Cons of ESG InvestingThe Benefits of ESG InvestingAlign your Finances with your ValuesLittle …

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

Table of ContentsInvesting for Impact in the Public MarketsESG Investing Through Mutual Funds and ETFsUnderstanding ESG Ratings and ScoresHow to pick an ESG Fund — …

2 wood blocks with Environment - Social - Governance written on them
Impact Investing

Introduction to Sustainable Investing

Table of ContentsWhat is Sustainable Investing?Sustainable Investing TrendsThe History of Sustainable InvestingMethods of Sustainable Investing1. Socially Responsible Investing (SRI)2. Shareholder Advocacy3. ESG Investing4. Impact Investing …

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 our clients who are charitably …

Impact Investing for Education
Impact InvestingInvestments

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

Table of ContentsImpact investing in educationVenture capital investments in education tech start-upsSocial bonds and other fixed income vehicles for impact investingInvest for financial returns—and a …

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 were introduced to the data …


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 you may know, CCM has …

Impact Investing

Closing the Gender Gap with Gender Lens Impact Investing

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
Impact Investing

Environmental Impact Investing

Table of ContentsThe Growing Climate Crisis…and How You Can HelpThe Climate ThreatWhat is Environmental Impact Investing?Investing to slow climate changeGreen bondsEnvironmentally screened stock fundsPrivate investments …

How Climate and Geopolitics will shape the west's energy policy
Market Research

How Climate And Geopolitics Will Shape The West’s Energy Policy

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 …

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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