Socially Responsible Investing

Cavanaugh Capital Management (CCM) offers socially-conscious fixed income investors the opportunity to invest in positive social projects, rather than simply focusing on the traditional negative screening of corporate securities. This shift of focus from reactive negative screening to proactive positive screening creates opportunities for investors to address new social issues and develop a more complete socially-responsible portfolio. In addition to the positive social benefits, CCM’s approach enhances the level of diversification in an investor’s portfolio. Specifically, CCM’s approach allows investors to avoid the risk of holding the same corporate name in both their equity and fixed income portfolios.

CCM’s socially responsible portfolio management strategy allows clients to invest in socially-beneficial projects related to low-income housing, education, the environment, healthcare, and community infrastructure (roads, bridges, sewage systems). What is even more appealing about this approach is that clients may invest in these socially-beneficial projects without taking on additional risk and without giving up performance, attractive yields, or liquidity.