Since 2012, Aeris has done an annual assessment of Colorado Enterprise Fund. We are proud that our 2022 Aeris rating is ★★★ A+. Aeris is the rating service for many Community Development Financial Institutions (CDFIs). Their proprietary rating system reviews a CDFI's impact management, financial strength, and performance which allows investors to evaluate opportunities that meet their impact goals and risk parameters.
Impact Management Rating: ★★★
The CDFI has a strong alignment of its mission, strategies, programs and services, and portfolio investments with its mission. It effectively uses its financial resources in alignment with its mission, primarily with portfolio investments; investment activities beyond its loan portfolio may be minimal. Its processes and systems accurately track output data, on an ongoing basis. Longer-term outcome metrics may be limited. Impact metrics show positive changes toward achieving its impact goals. Board and management use the data on a regular basis to improve strategies and activities in pursuit of mission.
Financial Strength and Performance Rating: A+
The CDFI has strong financial strength, recent performance, and risk management practices relative to its size, complexity, and risk profile. It is stable but more vulnerable to fluctuations in its operating environment than higher-rated CDFIs.
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