CNote for Advisors

CNote is an award-winning1 impact investing platform that offers a suite of fixed income products with flexible liquidity, competitive returns, and measurable social impact.

Click to schedule a free on-boarding consultation

client
client
client
client
client
client
client
client

An Opportunity For Growth

You already know the numbers. The shifting demographics of wealth mean new clients with new priorities. More than $30 trillion in assets will transfer from boomers to millennials over the next few decades2, and women will control more than $22 trillion in wealth by 2021.3

Millennials are 2x more likely to make an investment that targets a specific social goal than your typical investor.4 Further, for upper-income brackets,  women were more likely than men to participate in impact investing.5

Asset managers overwhelmingly agree that sustainable investing is no longer a fad, with 89% saying it is here to stay, and 63% saying they expect even greater adoption in the next five years.6 CNote’s products offer flexible ways to deliver competitive returns and targeted impact with flexible liquidity.7

Key Features:

Suite of core offerings with 1.00% – 2.50% annual return profiles with measurable social impact8
Fully customized investment options available for commitments in excess of $500,000. Investments can target a theme (e.g., gender lens, low-income, etc.) or a geography
Impact First. Every dollar invested on CNote’s platform is directed to community development organizations that fund female and minority small business owners, affordable housing development, and other great community-centered projects across America
Easily accessible via customized Advisor Portal, and API integrations with best-in-class portfolio management and reporting platforms
Flexibile liquidity9
Diversification. We invest in top performing non-profit community lenders who hold diversified loan portfolios
Regular impact reporting

Given the trends in wealth transfer, and that 85% of millennials say they want to invest with purpose, an investment manager will be out of the running if they don’t offer impact investments.10

Surya Kolluri
MD policy and market planning, Merrill Lynch

Compelling Impact Metrics and Rich Stories to Share With Your Clients

 

CNote provides annual impact reporting, along with regular borrower success stories that connect your clients’ dollars to the dreams they help entrepreneurs and communities realize.

The stories of people like Ingrid, Cinde, and Roberto capture the kind of impact your clients’ money can have. CNote has already helped create/maintain more than 3,000 jobs, all while generating a stable return on investment.

Learn more about CNote’s Advisor Access Program

Click below to schedule a free phone consultation.