Boardwalk Capital Management 1275 East Rock Springs Road, Suite 200 Atlanta, Georgia 30306 404-343-2026 www.boardwalkcm.com [email protected]
What is Impact Investing?
“Impact investing takes the best of the for-profit and the nonprofit
systems and blends them to yield social, environmental and
financial returns.
These ventures attack world problems with an effectiveness and
efficiency that neither system alone can achieve… taking the best
of the markets and entrepreneurism and applying them to better
outcomes for people and planet.”
www.ImpactAssets.org
If you could earn competitive returns while helping to address some of the world’s most vexing problems, why wouldn’t you? Contact us and we’ll show you how easy it is to get started.
Accessing responsible and “impact” investments in every asset class
Best of class proprietary and third-party sustainable equity strategies (SRI) ensure that stock investments meet the highest environmental, social and governance standards
An unrivaled menu of top-tier impact investment vehicles real estate, private equity, microfinance, small business and community lending, and more
Tax-efficient ETFs and niche strategies complement core SRI portfolios
“Quality of life” bonds and lending to vehicles generate income and deliver a social impact
Illuminating every corner of your portfolio
Through robust financial and social impact communication.
A comprehensive, customized strategy pulls it all together to meet your unique objectives and industry restrictions. Tax efficient, disciplined management techniques underpin all that we do.
Sustainable, Responsible and Impact Investing
Investing with Purpose
Each of these pictures is from a recent impact fund report.
… is about connecting with your investments.
“Investing with purpose” is all about making conscious decisions with your money.
Boardwalk Capital Management 1275 East Rock Springs Road, Suite 200 Atlanta, Georgia 30306 404-343-2026 www.boardwalkcm.com [email protected]
About Boardwalk Capital
Atlanta-based Boardwalk Capital Management is an independent Registered Investment Advisor specializing in Sustainable and Responsible Investing. Our principals have more than 60 years of combined financial experience, providing financial counsel to individuals and institutions all over the country. We offer both proprietary investment solutions, and premier third-party managers, in order to meet the unique needs of each client.
Investors are awakening to the prospect of achieving both financial and societal goals. So, we incorporate sustainable principles
into every one of our investment solutions. And because informed investors are active owners, we strive to keep our clients engaged with their investments.
Our "best-of-class" approach integrates Environmental, Social and Governance (ESG) analysis into every investment decision, believing that companies who lead their industries in these areas are the most prepared for the future. Partnerships with industry-leading research and data firms Sustainalytics and CSRHub underpin our research efforts.
Certain principles transcend investment styles. We firmly believe in the value of asset diversification, tax efficient
management and full transparency. Our fee schedule is independent of asset type, meaning that we have no incentive to keep your portfolio invested in riskier assets that usually carry a higher fee at most firms. This leaves our judgment unclouded by profit motives. As a Registered Investment Advisory firm founded and lead by a Chartered Financial Analyst (CFA), we are held to the industry's highest standards of fiduciary responsibility and objectivity.
For safekeeping of client assets, all securities are held by one of several independent custodians, segregated from
those of other clients or of the firm.
Giving back is part of our operating philosophy. 10% of the firm's
annual profits are directed to worthy organizations or “impact investments” that support basic human needs, health, education and environmental stewardship. We are always happy to entertain charitable suggestions from our clients and the public.
Boardwalk is an active member of the Green Chamber of the South, a Signatory of the UN Principles for Responsible Investing and a Business Supporter of the American Sustainable Business Council.
We believe that sustainable investing is the future of investing.
Someday, all investors will incorporate environmental, social and governance factors into their decisions. For now, however, it's your "ace-in-the-hole" for finding superior companies with sustainable competitive advantages.
Invest with Purpose.
