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
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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Investing for Impact in the Public Markets: How to Pick a Great ESG Fund
If you are reading this article, you are likely interested in sustainable investing—aligning your investments with your values and making ...
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Introduction to 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 ...
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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 ...
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Helping the World’s Youth Reach Their Potential Through Impact Investing in Education
Education is one of the most powerful tools available to reduce inequality and foster a peaceful, prosperous world. According to ...
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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 ...
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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 ...
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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.
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
