January 2023

CDFI Loan Fund Capitalization: The Continued Importance of Bank-CDFI Partnerships

2023-01-12T11:46:57-05:00

CDFI Loan Fund Capitalization: The Continued Importance of Bank-CDFI Partnerships CDFI Loan Funds Trends Report, January 2023 While the CDFI field is gaining investors from a wide variety of capital sources, banks remain the largest capital providers to CDFIs. Banks and CDFIs continue their long history of working together to help [...]

CDFI Loan Fund Capitalization: The Continued Importance of Bank-CDFI Partnerships2023-01-12T11:46:57-05:00

October 2022

Performance still holding steady as CDFIs emerge from the pandemic yet continue to face a challenging economy

2022-10-17T11:42:28-05:00

Performance still holding steady as CDFIs emerge from the pandemic yet continue to face a challenging economy CDFI Loan Funds Trends Report for 6/30/2022 In its last two CDFI loan funds trends reports, Aeris examined (i) the higher growth trends for larger CDFIs and (ii) the successful operating model of CDFIs engaged in [...]

Performance still holding steady as CDFIs emerge from the pandemic yet continue to face a challenging economy2022-10-17T11:42:28-05:00

August 2022

CDFI Small Business Lenders: Succeeding in the Margins by Blending Capital and Know-How

2022-08-22T16:10:45-05:00

CDFI Small Business Lenders: Succeeding in the Margins by Blending Capital and Know-How As mission-driven financial institutions, CDFIs provide financial services to markets and communities that are not adequately served by commercial lenders. CDFIs intentionally operate in communities that, due to their smaller scale and a perception of outsized risk, mainstream lenders often avoid. [...]

CDFI Small Business Lenders: Succeeding in the Margins by Blending Capital and Know-How2022-08-22T16:10:45-05:00

May 2022

The Big Get Bigger? Growth Trends in the CDFI Industry, 2019-2021

2022-05-20T08:07:15-05:00

The Big Get Bigger? Growth Trends in the CDFI Industry, 2019-2021 Since mid-2020, Aeris has issued quarterly CDFI loan funds trends reports tracking the industry’s performance during the Covid pandemic. Readers will recall that our analyses over the past six quarters generally found that CDFIs yet again proved themselves to be [...]

The Big Get Bigger? Growth Trends in the CDFI Industry, 2019-20212022-05-20T08:07:15-05:00

February 2022

CDFI Loan Funds Trends Report for 9/30/2021

2022-05-20T08:08:34-05:00

CDFI Loan Funds Trends Report for 9/30/2021 As of 9/30/21, CDFI loan fund performance continued to shine. While quality was strong, loans outstanding began to decrease. Aeris has examined CDFI loan fund performance through 9/30/21 using sector-specific median measurements in the Aeris® Explorer peer analytic tool. In September 2021, the Delta variant of [...]

CDFI Loan Funds Trends Report for 9/30/20212022-05-20T08:08:34-05:00

December 2021

Beyond Measurement: Impact Management and CDFIs

2021-12-03T08:04:56-05:00

Beyond Measurement: Impact Management and CDFIs By Paige Chapel, President & CEO, Aeris Since long before the term “impact investing” was uttered, CDFIs have made financial investments generating deep and measurable impact in underserved communities in the U.S. Today, the growth and maturation of impact investing on a global scale is leading to [...]

Beyond Measurement: Impact Management and CDFIs2021-12-03T08:04:56-05:00

October 2021

What’s new in the discussions on impact between CDFIs and their investors?

2021-10-19T10:32:04-05:00

What’s new in the discussions on impact between CDFIs and their investors? Aeris invited 145 CDFIs which are rated by or reporting to Aeris to participate in our 2021 CDFI Survey, and to share their recent experience discussing impact with investors. As socially-minded investors, policymakers, and others have increasingly discovered CDFIs as experienced [...]

What’s new in the discussions on impact between CDFIs and their investors?2021-10-19T10:32:04-05:00

Loan Portfolios and Total Assets of Small Business Lenders Increase through Q2 2021

2022-05-20T08:08:58-05:00

Loan Portfolios and Total Assets of Small Business Lenders Increase through Q2 2021 Concerns about deployment ease as CDFI small business lenders’ deployment ratios rise, while total assets also grow; loan portfolio performance holds firm for all CDFI loan types We are pleased to provide this fifth quarterly update in the Aeris CDFI [...]

Loan Portfolios and Total Assets of Small Business Lenders Increase through Q2 20212022-05-20T08:08:58-05:00

July 2021

When will CDFI portfolio deterioration come? Not yet. Maybe not in this economic cycle.

2022-05-20T08:09:20-05:00

When will CDFI portfolio deterioration come? Not yet. Maybe not in this economic cycle. Portfolios continue to perform the same as or better than in previous periods; CDFIs continue to attract contributions and new investments. Aeris collects and standardizes quarterly performance data on 145 CDFI loan funds. These data are made available through [...]

When will CDFI portfolio deterioration come? Not yet. Maybe not in this economic cycle.2022-05-20T08:09:20-05:00

April 2021

CDFIs Continue to Outperform Expectations in the Face of COVID Crisis

2022-05-20T08:10:06-05:00

CDFIs Continue to Outperform Expectations in the Face of COVID Crisis CDFI loan portfolio performance continued to hold through 12/31/20, while CDFIs shored up reserves and attracted high levels of contributions This is the third in a series of CDFI trend reports tracking CDFI performance in the recession One year into the [...]

CDFIs Continue to Outperform Expectations in the Face of COVID Crisis2022-05-20T08:10:06-05:00
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