The Community Investment Note® Portfolio Management Overview The Community Investment Note® (the “Note”) is designed to provide investors with a convenient way to invest for social and environmental impact in addition to financial returns. Since 1995, more than 20,000 investors have cumulatively invested over $3 billion in the Note while receiving 100% repayment of all principal and interest*.
GEOGRAPHIC DIVERSIFICATION
SECTOR DIVERSIFICATION Portfolio partners work across nine impact sectors that strengthen communities, increase access to financial services, and benefit the environment. Investors can target their investment to one or more of the sectors, while still benefiting from the risk profile of the full, diversified portfolio**.
The Note supports a diverse portfolio of community-based organizations and funds that work throughout the US and ~100 countries around the world.
60%
US and Canada
2.4%
4.6%
Central America (incl Mexico)
Middle East & North Africa
3.8%
South America
1.9%
Central & Western Asia
9.7%
South Asia
4.7%
East Asia & Pacific
0.7%
Eastern Europe
10.8% Sub-Saharan Africa 1.4%
Western Europe
16.5% Affordable Housing
13.2% Microfinance
7.5%
Community Development
27.3% Renewable Energy
0.1%
Health
27.4% Small Business
0.1%
Education
5.2%
2.7%
Environmental Sustainability
Sustainable Agriculture
INVESTMENT STATS
7,200+
Current number of investors
$594 mil Current Note balance
20,000+ Lifetime number of investors
over
$3 bil
Total amount invested
100%*
Investor repayment rate
Data as of Q4 2024