Reports and Publications

Reports and Publications

Our firm provides economic and investment research covering a variety of areas. We have been doing so for some time, and have accumulated a solid base of impactful, innovative economic and investment research reports. We often find these publication meet the needs of investors and individuals seeking honest, high quality information on environmental, social and governance topics. Please review the sections below for a representative sample of our work.


Minority Broker Review

Information and ratings for Brokerage firms, investment banks, and other financial institutions (CDFI's, CDE's, money management firms, venture capital firms, insurance companies, mutual fund companies, and mortgage banking firms owned) by minorities and women.

Comprehensive data by group: Asian, African-American, Hispanic, Native American, Women. For brokerage firms and investment banks: Institution-level data.

We have been reporting on this sector since 1995. Our database contains information that cannot be found anywhere else on women and minority-owned firms that are no longer in business. This data is useful for benchmarking current firm progress and activity.

Our database includes the following types of information:

  • SEC File Number.
  • Services offered, by firm.
  • Clearing agent.
  • Municipal Underwritings.
  • Commission data.
  • Other Underwriting data.
  • Management Information - CEO.

Our database and publication are unique. To see a sample pages from our 1994 Minority Broker Review, click here. To see a sample pages from our 2005 Minority Broker Review, click here.

Contact Us

If you have any questions about the Minority Broker Review, contact us at (202) 455-0430. Call us to schedule an initial consultation at a time that is convenient for you. We will assess your needs and let you know how we can help.

Contact Us

Minority Bank Monitor

Comprehensive data on women and minority-owned financial institutions. By Group: Asian, African-American, Hispanic, Native American, Women. Institution-level data for each bank and thrift. Management Information: President, Cashier, Operations Officer.

Our database includes the following types of data:

  • Financial Information: Assets, Net Income, Total Loans, Real Estate Loans, C&I Loans, Return on Assets.
  • Maps showing institution location.
  • Total population in county.
  • Minority population in county.
  • County Income per capita.
  • Number of banks and thrifts in county.
  • Community Reinvestment Act data: CRA Rating, CRA Rating Date and other data.

Report on all Women and Minority owned banks, savings banks & thrifts in the United States.

Our database and publication are unique. To see a sample pages from our 2005 Minority Bank Monitor, click here.

h2>Contact Us

If you have any questions about the Minority Bank Monitor, contact us at (202) 455-0430. Call us to schedule an initial consultation at a time that is convenient for you. We will assess your needs and let you know how we can help.

Contact Us

Analysis of the Federal Offices of Minority and Women Inclusion

Section 342 of the recently enacted Dodd-Frank Wall Street Reform and Consumer Protection Act contains a provision creating an Office of Minority and Women Inclusion (OMWI) at various agencies to monitor the diversity efforts of the agencies, the regulated entities and agency contractors.

We estimate potential new contract opportunities for women and minority firms.

Our Federal Offices of Minority and Women Inclusion Review includes an electronic version (.pdf, access database and spreadsheet format) of relevant information, including anticipated draft program policy documents,

Our report includes the following data:

  • Office of Minority and Women Inclusion (OMWI) office addresses.
  • Office of Minority and Women Inclusion (OMWI) contact data.
  • Office of Minority and Women Inclusion (OMWI) office email addresses.

Click here to attend our Office of Minority and Women Inclusion webinar.

We will work with you to make maximum use of the Section 342 Analysis. Contact us for information on the Full Section 342 Review.

h2>Contact Us

If you have any questions about our Analysis of the Federal Offices of Minority and Women Inclusion, contact us at (202) 455-0430. Call us to schedule an initial consultation at a time that is convenient for you. We will assess your needs and let you know how we can help.

Contact Us

Environmental Issues and Stock Returns

Using data from both old and new sources, Creative Investment Research, Inc. quantified the impact environmental factors have on stock prices using several statistical techniques. Our research is structured into two parts. In the first, we specify three standard market models and test the hypothesis that environmental factors do, in fact, impact equity prices. In the second part, we examine the impact of a recent environmental incident on stock prices, using new data sources and with the assistance of the equity market models specified in phase one. Contact us for information on the Environmental Issues and Stock Returns Review.

We also have classes and webinars on Environmental Issues and Stock Returns. Click here to sign up for our Environmental Issues and Stock Prices webinar.

Contact Us

If you have any questions about the Environmental Issues and Stock Returns Report, contact us at (202) 455-0430. Call us to schedule an initial consultation at a time that is convenient for you. We will assess your needs and let you know how we can help.

Contact Us

Minority and Women-owned Company Small Business Financing Guide and Workbook, 2016 Edition.

The Guide and Workbook are designed to provide actionable information minorities and women can use to obtain small business financing.The Guide and Workbook consist of two sections: The Guide provides detailed business financing information of specific relevance to Minority and Women-owned Businesses. The Workbook is an electronic document with lists of potential financing sources (of course, we cannot guarantee that you will find financing), blank loan applications, grant forms, business planning and financial reporting templates, IRS Forms and other documents.

Click here for more information on the Small Business Financing Guide, 2016 Edition

h2>Contact Us

If you have any questions about the Small Business Financing Guide and Workbook, contact us at (202) 455-0430. Call us to schedule an initial consultation at a time that is convenient for you. We will assess your needs and let you know how we can help.

Contact Us

The JOBS Act: Crowdfunding for Startups

Small businesses and startups are now able to raise up to $1 million in equity (or debt) funding online via what are called Crowdfunding Platforms-online communities and websites.

JobsActBook

This book shows how the new law will enable you to raise significant amounts of capital funding for your startup. The act has the power to unleash a new wave of innovation, increase employment, and set many more average entrepreneurs and investors on the road to wealth. The JOBS Act: Crowdfunding for Small Businesses and Startups will benefit investors, securities lawyers, community development specialists, educators, venture capitalists, and those offering services in the new crowdfunding arena. It is, simply, the most current and most comprehensive compendium of information on the law and its impact on this new market.

The law has the power to unleash a new wave of innovation, increase employment, and set many more average entrepreneurs and investors on the road to wealth.

What you'll learn:

  • What crowdfunding is and why it's needed
  • The JOBS Act's definition of crowdfunding, crowdfunding platforms, and emerging growth companies
  • How to raise up to $1 million through crowdfunding
  • The risks and rewards of the JOBS Act
  • How to stay on the right side of the law when soliciting funds
  • How to identify and deal with reliable crowdfunding platforms and companies
  • How businesses owned by women and minorities can raise new capital, as well as those now shut out of the capital markets (restaurants, day-care centers and others ignored by finicky venture capitalists and skittish bankers)

The JOBS Act: Crowdfunding for Small Businesses and Startups will benefit investors, securities lawyers, community development specialists, educators, venture capitalists, and those offering services in the new crowdfunding arena.

Click here to attend our How to Crowdfund - online class

Click here to attend our webinar on Equity Crowdfunding for Owners and Investors

Order Now

To order, click here.If you have any questions about The JOBS Act: Crowdfunding for Startups, contact us at (202) 455-0430. Call us to schedule an initial consultation at a time that is convenient for you. We will assess your needs and let you know if we can help.

Contact Us

Top 50 Crowdfunding Campaigns

In our new guide, we have compiled comprehensive information on the Top 50 Crowdfunding Campaigns.

Potential crowdfunders can use this data and information as a guide in structuring their campaigns. Others will use this information to better understand the crowdfunding marketplace.

Some of the campaigns included are:

  • Pebble Watch
  • Veronica Mars
  • Star Citizen
  • and many others

We save time and money!

To order, click here.

Click here to attend our How to Crowdfund - online class

Click here to attend our webinar on Equity Crowdfunding for Owners and Investors

Order Now

To order, click here.If you have any questions about Top 50 Crowdfunding Campaigns, contact us at (202) 455-0430. Call us to schedule an initial consultation at a time that is convenient for you. We will assess your needs and let you know if we can help.

Contact Us

Links to Special Research

Below are links to speaial research reports we have produced over the years.

Special Reports:

Contact us if you have an interest in updates or additional information.

h2>Contact Us

If you have any questions about the reports and studies listed, contact us at (202) 455-0430. Call us to schedule an initial consultation at a time that is convenient for you. We will assess your needs and let you know how we can help.

Contact Us

Testimonial

William Cunningham is a dynamic individual who has a deep understanding of the Capital Markets and is able to integrate the human component into investment policies and practices.

David Carrington

Board Member at St. Simon's Shelter

Bill Cunningham is one of the original SRI investment advisers. He is an expert in the field of socially responsible investing.

Don Wiss

President of BondCalc (Debt and Actuarial Pricing Programmer)

I strongly recommend others interested in launching a crowdfunding campaign to schedule a one-on-one appointment or to invite Bill to speak to their group about crowdfunding!!

Dr. Jonathan A. Jenkins, DBA, CSSBB, MSQA

Social Entrepreneur