x

A PHP Error was encountered

Severity: Notice

Message: Undefined variable: content_category

Filename: user/transcript.php

Line Number: 106

A PHP Error was encountered

Severity: Warning

Message: Invalid argument supplied for foreach()

Filename: user/transcript.php

Line Number: 106

Total Views  :   171
Total Likes  :  0
Total Shares  :  0
Total Comments :  0
Total Downloads :  0

Add Comments
Presentation Slides

1) Religious Bond Strategy Overview WHO WE ARE Founded in 1998, Community Capital Management (CCM) specializes in managing fixed income Environmental, Social and Governance (ESG)/impact investing portfolios. To date, CCM has $2 billion in assets and has invested over $6.7 billion in ESG/impact initiatives nationwide on behalf of its clients. CCM’S RELIGIOUS BOND STRATEGY Appropriate for: church dioceses, religious orders, hospitals, ministries and universities CCM has been buying bonds that finance community development initiatives since 1999. This approach is proactive, positive and does not employ any negative screening. Community development initiatives include: • • • • Affordable Housing Enterprise Development Redevelopment of Blighted Communities Environmental Sustainability • • • • Affordable Healthcare Education/Child Welfare Healthy Communities Disaster Recovery The religious strategy also follows the United States Conference of Catholic Bishop’s socially responsible investment guidelines. CCM’s positive fixed income impact investing strategy is an opportunity for religious organizations to enter the market with new sources of capital that benefit people, communities, and families in need. “Impact investors are those who are conscious of the existence of serious unjust situations, instances of profound social inequality and unacceptable conditions of poverty affecting communities and entire peoples… Investments of this sort are meant to have positive social repercussions on local communities, such as the creation of jobs, access to energy, training and increased agricultural productivity.” -Pope Francis, “Investing For The Poor” Vatican Symposium on Impact Investing (2014) CCM’S ADVANTAGE CCM actively manages bond portfolios that seek to provide investors with above-average, risk-adjusted returns while financing community development initiatives. A benefit is the ability for investors to customize their bond portfolio to positively align with their social areas(s) of focus or geographies. We believe our approach provides an added layer of investment transparency by detailing the use of bond proceeds and providing comprehensive reports on the community initiatives being financed. Many of our community investments have multiple components and benefits such as affordable housing, job creation, childcare, and neighborhood revitalization. GETTING STARTED CCM manages bond portfolios within two investment vehicles: separately managed accounts (minimum: $10 million) and a mutual fund (minimums vary per share class). For investments over $500,000 in the institutional share class of the mutual fund and for all separate accounts, quarterly impact reports are provided detailing, dollar for dollar, the community development initiative and benefit for each investment earmarked. Community Capital Management Religious Bond Strategy Overview p1

2) CCM BOND EXAMPLES Heritage Park, Minneapolis, Minnesota The Heritage Park redevelopment on Minneapolis’ near northside transformed a 145-acre vacant site that formerly contained the Sumner Field, Glenwood, Lyndale and Olson public housing developments into a stable, affordable and sustainable urban neighborhoods. Sumner Park, a/k/a Near Northside Phase 1A, is an affordable rental property with 120 units of affordable housing that resides in the Heritage Park community which is in a low-income census tract. Heritage Park offers residents many benefits, including but not limited to: • Biking/hiking trails and a fitness center; • Homework help, gardening and cooking programs; • Convenient access to farmers markets and downtown Minneapolis; • Close proximity to elementary, vocational schools and city parks; • Community and conference rooms; and • Health programs for seniors. Photo: © danielseguin.ca Highland Hospital, Clarksburg, West Virginia Highland Hospital Association, d/b/a Highland Hospital, is a 150-bed behavioral health hospital started in 1955. It was developed in consultation with the West Virginia Department of Health and Human Resources and various federal agencies with the goal to better serve the behavioral health case volumes in the state, which were being either referred out-of-state or left untreated altogether due to a shortage of psychiatric hospital beds in the state. Major renovations have significantly upgraded the infrastructure to meet behavioral health licensing standards, current building and fire code requirements, and to ensure the separation of patient populations. The new facility offers both youth and adult services as well as acute care services for use by the Military and Veterans. Highland Hospital is located in an area designated as “Medically Underserved” by the U.S. Department of Health and Human Services Health Resources and Services Administration (HRSA). All counties in the service area are designated by the federal government as a health professional shortage area for mental health services. The census tract is also designated as “Distressed or Underserved”. FOR MORE INFORMATION ON CCM’S RELIGIOUS BOND STRATEGY, PLEASE CONTACT: James Malone, CFA Director of Investment Platforms jmalone@ccmfixedincome.com 877-272-1977 Community Capital Management, Inc. is a Florida-based investment advisor registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The securities identified and described herein are current holdings and for illustrative purposes. Their selection was based upon nonperformance criteria, such as the security’s social and/or environmental attributes. Impact figures mentioned in this report are approximate values. Past performance does not guarantee future results. Market conditions can vary widely over time and can result in a loss of portfolio value. Community Capital Management Religious Bond Strategy Overview p2