Impact Management Ratings
Assess alignment between mission, strategy, products, resources, measurement, and ongoing improvement.
Independent community finance intelligence
Confidence for capital that creates impact.
Independent ratings, data, and analysis help investors understand the financial strength, risk management, and mission performance of community development financial institutions.
CDFI Rating SnapshotAnalysis complete
Impact★★★★
FinancialAA
OutlookStable
COMMUNITY INVESTORSFOUNDATIONSBANKSHEALTH SYSTEMSIMPACT FUNDSCDFIs
What we provide
Clear signals for complex investment decisions
Our work brings consistency, transparency, and sector-specific context to community finance analysis.
Financial Strength Ratings
Evaluate capitalization, asset quality, management, earnings, liquidity, and risk resilience.
Data & Investor Tools
Compare institutions, review performance trends, and identify opportunities aligned with impact goals.
Illustrative rating scale
★★★★Exceptional alignment of mission, strategy, activities, and impact data.
AAA–AStrong financial capacity and risk management across different operating conditions.
BBBSatisfactory financial strength with sensitivity to material market changes.
BB–BElevated vulnerability requiring careful investor review.
Our methodology
Built for the realities of community finance
Aeris-style analysis considers both quantitative and qualitative factors and evaluates financial strength in the context of each institution’s size, complexity, business model, and operating environment.
✓ Accuracy and evidence
✓ Independent analysis
✓ Sector context
✓ Transparent reporting
✓ Mission alignment
✓ Risk-focused review
Investor intelligence
Turn information into better allocation decisions
DISCOVERCDFIs
Filter institutions by geography, sector, impact focus, rating, and financial profile.
UNDERSTANDRisk + Impact
Review mission performance and financial resilience in one decision-ready framework.
See what a rating report can reveal.
Request a sample report or discuss data access for your investment team.