Creative Investment Research Company Profile

Background

Mission and Vision

Creative Investment Research is dedicated to assisting institutions in maximizing both social and financial returns. Their vision is to operate in service to all human life, emphasizing the creation of impact investing vehicles and initiatives, as well as sustainability and corporate social responsibility (CSR) metrics. The company is recognized for its expertise in socially responsible investing (SRI) and environmental, social, and governance (ESG) investing, with a commitment to meeting client needs in a timely manner.

Industry Significance

Established in 1989, Creative Investment Research has been a pioneer in integrating financial and social data for investment evaluation. They developed the Fully Adjusted Return™ Index in 1991, marking the first social and financial impact investing methodology. The company has also been a signatory to the UN Global Principles for Responsible Investment, underscoring its commitment to responsible investment practices.

Key Strategic Focus

Core Objectives

The company's primary objective is to create innovative investment tools and vehicles that address entrenched social issues while delivering financial returns. They focus on developing impact investing vehicles, programs, project applications, and prototypes that maximize both financial and social returns.

Areas of Specialization

Creative Investment Research specializes in impact investing, social entrepreneurship, and social impact initiatives. They are experts in socially responsible investing (SRI) and environmental, social, and governance (ESG) investing, creating sustainability and CSR metrics in service to their mission and vision.

Key Technologies Utilized

The company employs proprietary methodologies, such as the Fully Adjusted Return™ Index, to assess the social and financial impact of investments. They also utilize market, public policy, and regulatory analysis to inform their investment strategies.

Primary Markets Targeted

Creative Investment Research targets institutions seeking to integrate social impact into their investment portfolios, including financial institutions, pension funds, and other entities interested in socially responsible and impact investing.

Financials and Funding

Funding History

Specific details regarding the company's funding history, total funds raised, and recent funding rounds are not publicly disclosed. The company operates as a private entity, and such financial information is not readily available.

Notable Investors

Information about individual investors or venture capital firms backing Creative Investment Research is not publicly disclosed.

Utilization of Capital

While specific utilization details are not available, it is likely that the capital is used to develop and implement impact investing tools, conduct research, and expand their initiatives in socially responsible investing.

Pipeline Development

Key Pipeline Candidates

Creative Investment Research has developed several innovative investment vehicles and initiatives, including:

Fully Adjusted Return™ Index: The first social and financial impact investing methodology, developed in 1991.

Targeted Mortgage-Backed Security (MBS): The first targeted MBS investment CRA securitization, an MBS pool backed by loans from minority financial institutions.

Anti-Predatory Lending Investment Vehicle: Initiatives aimed at helping victims of predatory lending practices.

Stages of Development

These initiatives have been developed and implemented over the years, with the Fully Adjusted Return™ Index introduced in 1991 and other projects following in subsequent years.

Target Conditions

The company's initiatives target social issues such as predatory lending, lack of diversity in financial institutions, and the need for sustainable and responsible investment practices.

Anticipated Milestones

While specific future milestones are not publicly disclosed, the company continues to develop and implement innovative investment solutions to address social issues.

Technological Platform and Innovation

Proprietary Technologies

Fully Adjusted Return™ Index: A pioneering methodology for assessing the social and financial impact of investments.

Significant Scientific Methods

Market, Public Policy, and Regulatory Analysis: Utilized to inform investment strategies and ensure alignment with social impact objectives.

Leadership Team

William Michael Cunningham

Position: Founder and CEO

Professional Background: William Michael Cunningham founded Creative Investment Research in 1989. He has been instrumental in developing the company's impact investing methodologies and initiatives.

Leadership Changes

Specific details regarding recent leadership changes or appointments are not publicly disclosed.

Competitor Profile

Market Insights and Dynamics

The impact investing sector has experienced significant growth, with increasing interest from institutional investors seeking to integrate social impact into their portfolios. The market is characterized by a diverse range of firms offering various impact investing solutions.

Competitor Analysis

While specific competitors are not identified in the available information, the impact investing space includes firms that develop investment tools and strategies aimed at achieving both financial returns and social impact.

Strategic Collaborations and Partnerships

Creative Investment Research has been a signatory to the UN Global Principles for Responsible Investment, indicating a commitment to responsible investment practices.

Operational Insights

The company operates as a private entity, focusing on developing and implementing impact investing tools and strategies. Specific operational details, including market position and competitive advantages, are not publicly disclosed.

Strategic Opportunities and Future Directions

Creative Investment Research continues to develop innovative investment solutions to address social issues, with a focus on impact investing and socially responsible investment practices. Future directions likely include expanding their range of impact investing vehicles and collaborating with institutions seeking to integrate social impact into their investment portfolios.