Case Study: Structured Investment Product for Portfolio Diversification
Situation: Bank CRA investment portfolios benefit from greater diversity. At the same time, the need for investment in small businesses is critical to improving the current United States economy.
Approach: Designed a structured investment product that supports small business development while providing a CRA-eligible investment opportunity for banks.
Result: The Fund structure was designed to raise funds for investment in Small Business Development Companies, which are CRA-eligible investments that support small business growth, as well as job creation and job retention.
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