2025 HIGHLIGHTS
78%
of our assets under management are impact investments
96%
of our impact investments go beyond avoiding harm and build solutions to environmental, social, and economic challenges
90%
of our fixed-income portfolio has a HIP Impact Rating of 50% or higher
Positive Impact Assets
*AUM = Assets Under Mgmt
B CORPORATION CERTIFICATION
Montcalm has proudly been a Certified B Corporation since 2015. We recertified in 2024 with a B Impact Score of 125.9, our highest score yet and a 13% increase from our initial certification.
