History
Strategies
Impact
Employees
Fun Facts
100

The year in which CCM began impact investing

What is 1999

100

Minimum investment to customize in CRANX

What is $1,000,000

100

Investments aligned with this theme assist and support the process of bringing underserved groups, individuals, and communities 

What is Human Empowerment 

100

Three titles Todd Cohen has held at the firm

What is Portfolio Manager, CIO, CEO, Executive Chair, President, and Founder

100

The head of HR

Who is Cayce Shawn 
200

Formerly known as CRA Qualified Investment Fund

What is the CCM Community Impact Bond Fund

200

The expense ratio for CRANX

What is 87 basis points

200

Cumulative impact as of 12/31/24

What is $17.2 billion

200

New HR benefit introduced in 2025

What is Charitable Contribution

200

The number of employees hired in 2024

What is 6

300

The year in which CCM began managing separate accounts

What is 2001

300

Largest sector allocation in CCM Core Fixed strategies

What is Agency MBS

300

DAILY DOUBLE

(Pick a team member from each team) List all 14 impact themes 

300

The number of CEOs CCM has had since inception

What is 4

300

The worst intern in CCM history 

Who is Mike McPeek 

400

The year in which Carlton was launched

What is 2016

400
The tagline of OWNS

What is "Bridging the racial wealth gap to help address the affordable housing crisis in the US"

400

The five states with the most impact as of current holdings 12/31/24

What is California, New York, Texas, Florida, and Illinois

400
The number of Investment Team members according to the org chart

What is 15

400

The number of CCM babies born between 2020-2022

What is 3

500

The total number of offices since CCM's inception

What is 9

500
Approximate number of holdings in the CIB fund

What is approximately 2,400 (2,381)

500

The year impact themes were established 

What is 2013

500

The first title James Malone held at the firm

What is Vice President of Investment Platform Development and Acting Controller 

500

DAILY DOUBLE

(Pick 2 team members from each team) Musical Chairs