Industry Data Analysis

Industry Data Analysis2022-05-25T10:57:59-05:00

CDFI Loan Funds Trends Reports Archive

Aeris publishes quarterly CDFI loan funds trends reports based on analysis of the data in the Aeris Cloud, which contains quarterly performance data on approximately 150 CDFIs representing 88% of on-balance-sheet assets held by CDFI-certified loan funds in the U.S. All trends reports published since the launch of the series in 2020 are archived below.

Are you an investor with questions about the performance of your own CDFI portfolio? We are eager to hear from you. Contact us if you would like to discuss your portfolio, ask questions, or hear more about what we are seeing through our CDFI ratings and data collection work. Are you a CDFI loan fund that would like to participate in our database? Let us know.

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