How has CDFIs’ cost of debt changed over time, and what might the future hold in a rising interest rate environment? CDFI Loan Funds Trends Report, July 2023 An analysis of CDFI loan fund capitalization data from the past decade and a half shows that CDFIs have demonstrated a remarkable ability to maintain [...]
CDFI loan funds have emerged from the pandemic strong and ready to meet the next challenges and opportunities CDFI Loan Funds Trends Report for 12/31/2022 Aeris’ most recent industry data analysis found that CDFI loan funds’ Median Operating Surpluses have moderated through calendar year end (CYE) 2022, after reaching record [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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