Aeris ratings, data, and consulting provide a road map to understanding community investments, and help investors evaluate opportunities that meet their impact goals and risk parameters. View a list of rated and reporting CDFIs.
Gain deep insights into the performance of community investments with on-demand access to Aeris Rating Reports—the most respected source of due diligence and analysis in the industry.
Aeris Ratings draw on Aeris’ deep expertise and leverage our proprietary system for assessing CDFI impact and financial performance, risk, and mitigants. View the distribution of current ratings.
Aeris Impact Ratings assess the pursuit and achievement of social mission as evidenced by products and strategies, use of resources, and how impact is measured and informs the refinement of those products and strategies. The Aeris methodology can be applied to any type of mission-driven entity or fund.
Aeris Financial Ratings assess capitalization, asset quality, management, earnings, and liquidity—often referred to as a ‘CAMEL’ assessment. The Aeris methodology evaluates financial strength and risk in the context of the community finance sector, and does not use statistically-generated benchmarks due to the limited size of the sector, the wide variety of business models and operating environments.
AAA is the best possible financial strength and performance rating, and four stars is the best possible impact rating. A CDFI loan fund with an Aeris financial strength and performance rating of BBB- or better is considered investment-grade. CDFIs that receive the “Policy Plus” distinction also demonstrate leadership in public policy change. Click here for full definitions of the Aeris ratings scale.
Need access to real-time, detailed performance data on CDFIs for underwriting and monitoring—or simply to better understand an individual CDFI? Aeris Performance Maps give you access to real-time, GAAP-compliant financials, impact performance data, and all the tables and graphs from Aeris Ratings Reports. Click the video to take a tour.
Are you trying to understand how a sector or the whole industry performs—and how an individual CDFI compares? Gain critical insights into the performance of CDFI peer groups using Aeris’ industry-first, Web-based CDFI analytics tool. Click the video below to take a tour.
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Leverage the industry’s leading group of experts to guide your firm’s investment strategy. Aeris can create and apply custom financial and impact assessment tools, perform entity- and fund-level risk analyses, provide training on investment underwriting for CDFIs and other impact investments, or deliver a range of other services to suit your needs. Contact us to discuss your individual needs.