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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Community Capital Management Intermediate Fixed Income Composite Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $2238.5M (in US$ millions)

Required Minimum: $10 million

Benchmark used: Barclays Capital US Aggregate Bond

Strategy type: Bond (Fixed Income)

Strategy description: Community Capital’s Intermediate Fixed Income Separate Account Strategy (“Intermediate Fixed Income Composite”) is managed against the Barclays U.S. Aggregate Bond Index. The strategy is an actively managed portfolio of fixed income investments that seeks to produce above-average, risk-adjusted returns while offering added diversification and simultaneously having a positive impact on the community and the environment. The Composite primarily invests in government-related subsectors of the bond market traditionally excluded from the major bond indices.

Strategy web link: www.ccminvests.com

 

About The Company - [Return to Top]

Institution Name:
Community Capital Management

Approach to Sustainable & Responsible Investment: Founded in 1998, Community Capital Management, Inc. invests in government-related subsectors of the bond market traditionally excluded from the major bond indices. The firm's primary goal is to produce above-average, risk-adjusted returns while providing added diversification and simultaneously having a positive impact on the community and the environment. As of 6/30/12, Community Capital Management has invested over $5.6 billion in community development initiatives nationwide on behalf of its clients, generating results that make a powerful community impact.

Total AUM in SRI: $1857.7M (in US$ millions)

Research conducted: Internally

Researcher name: Portfolio management team

Contact info:
2500 Weston Rd.
Weston, FL 33331
United States
Phone: (954)217-7999
Fax: (954)385-9299
Email: jhorwitz@ccminvests.com
Web: 2500 Weston Rd. (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Positive Investment
  • Pollution / Toxics: No Investment
  • Other Environmental: Positive Investment - The firm proactively screens bonds that have community development (which may include environmental activities) as its primary purpose.

Social

  • Community Development: Positive Investment - The firm proactively screens bonds that have community development (which may include environmental activities) as its primary purpose.
  • Diversity & Equal Employment Opportunity: Positive Investment
  • Human Rights: Positive Investment
  • Labor Relations: No Investment
  • Sudan: No Investment

Governance

  • Board Issues: No Investment
  • Executive Pay: No Investment

Products

  • Alcohol: No Investment
  • Animal Welfare: No Investment
  • Defense/Weapons: No Investment
  • Gambling: No Investment
  • Tobacco: No Investment

Other

     

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