Community Capital Management, Inc.
Community Capital Management, Inc.
Firm Profile
COMMUNITY CAPITAL MANAGEMENT (CCM)-AT-A-GLANCE
? Founded in 1998; headquartered in Ft. Lauderdale, FL ? Specialty in managing Environmental, Social and
with offices in Charlotte, NC and Boston, MA
Governance (ESG)/impact investing and fossil fuel free
? $2.1 Billion AUM; employee owned as of 6/30/15
portfolios
? Twitter handle: @ccminvests
? Strategy offerings: intermediate fixed income, liquid alternative income, and customized portfolios
? Clients: endowments & foundations, religious ? Adviser to the CRA Qualified Investment Fund
organizations, pension funds, banks, registered and (CRAIX/CRANX/CRATX) and the CCM Alternative
unregistered funds, and high net worth investors
Income Fund (CCMNX)
WHY INVEST WITH COMMUNITY CAPITAL MANAGEMENT?
Experienced Investment Management Professionals The firm's investment team has extensive expertise in managing ESG/impact investing fixed income portfolios. Portfolios are managed in a team-based approach with each senior portfolio manager responsible for a primary portfolio management role.
Investment Transparency A primary component of the firm's investment management process is its pioneering research method, which combines ESG/impact research with financial analysis. This approach provides an added layer of investment transparency by thoroughly detailing the use of bond proceeds for fixed income holdings.
Specialists in Managing ESG/Impact Investing and Fossil Fuel Free Portfolios The firm has been managing fixed income ESG/impact investing and fossil fuel free portfolios since 1999. To date, the firm has invested over $6.8 billion in ESG/impact initiatives nationwide.
HISTORICAL ASSETS UNDER MANAGEMENT
Assets in $ millions
$2,200 $2,000 $1,800 $1,600 $1,400 $1,200 $1,000
$800 $600 $400 $200
$0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2Q15 Years
Recognition & Expertise
Michelle Rogers Rising Star of the Year
-Traders Magazine
Julie Egan 2014 All-Star Second Team
in Housing -Smith's Research and Gradings
Community Capital Management, Inc. is a Florida-based investment advisor registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Past performance is no guarantee of future results.
Contact: Jamie Horwitz Phone: (877) 272-1977 Email: jhorwitz@
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