Independent, third-party rating viewed as a mark of transparency and accountability
Last month, Community Vision was notified that we received a four-star impact performance rating with policy plus and AAA financial strength and performance rating from Aeris. Aeris provides comprehensive, third-party assessments of a community investment fund’s financial strength, performance and impact.
A wide range of investors—including banks, foundations, fund managers, and others—rely on Aeris ratings to identify and evaluate community investment opportunities that meet their impact goals and risk parameters. Aeris has issued more than 600 ratings opinions since 2004.
The rigorous Aeris rating process is a demonstration of a fund’s commitment to transparency and accountability, with regard to its financial performance and impact in the community. The rating encompasses two main components: (1) an Impact Performance Rating, which measures the commitment of the fund’s management to achieving its stated impact; and (2) a Financial Strength and Performance Rating, which assesses overall creditworthiness.
More information is available at: http://www.aerisinsight.com/who/about-aeris-ratings/.
As an Aeris-rated institution, Community Vision is also included in the Aeris Cloud, the only source of real-time financial and impact performance data on community investment funds. The Aeris Cloud was created to give investors access to Wall Street-quality data on community investment funds such as Community Vision.
Aeris guides capital to good. Since 2004, the nation’s leading community investors have used Aeris’ data and ratings to support their community investing. Aeris’ clients range from large financial institutions with Community Reinvestment Act (CRA) obligations, mission-driven charitable foundations, government, private wealth managers, and more. Its proprietary ratings help investors evaluate opportunities that meet their impact goals and risk parameters. Learn more at www.aerisinsight.com.