Since 2012, Aeris has done an annual assessment of Colorado Enterprise Fund. We are proud that our 2023 Aeris rating is ★★★ AA-. 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 shows strong alignment of its impact mission, strategies, activities, and data that guide its lending, programs and planning. It accurately tracks relevant data that indicate that it effectively uses its resources to further its impact goals. However, it may have limited activities beyond direct investments that support its mission and longer term outcome metrics may be limited. Board and management use the data on a regular basis to adjust strategies and activities in line with the CDFI’s mission.
Financial Strength and Performance Rating: AA-
The CDFI has very strong financial strength, performance and risk management practices relative to its size, complexity, and risk profile. Challenges are well within the board of directors’ and management’s capabilities and willingness to strengthen. The CDFI is capable of withstanding fluctuations in its operating environment.
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