Virtual Learning Opportunity: Multi-Asset Class, Place-Based Investing for Impact Investors

Join MIE members Aperio Group and Community Capital Management on August 20 at 3-3:45PM ET for a Virtual Learning Opportunity (VLO) on multi-asset class, market-rate, place-based investment strategies. While both firms pursue different investment strategies, they are frequently found side-by-side in the impact portfolios of investors committed to supporting their local communities.

 

Aperio Group manages bespoke public equity accounts that are customized to help investors align with their mission and values. Investors seeking a place-based strategy can direct Aperio to set up a passively managed account that tilt towards companies employing people within a designated community.

 

Community Capital Management manages fixed income assets in the United States. Clients may earmark particular geographies as the location for their investments. These investments will be made in support of affordable housing, small businesses, arts and culture, and other place-based impact themes.