Today's investors have a different mindset... They scrutinize what they buy, what they eat and where they shop... Their investments are no different. In short, they want to be more connected.
There is a better way to invest.
It's called Sustainable and Responsible Investing, it's about you, it's about impact and it works. At Boardwalk Capital Management, we help individuals and institutions create intelligent portfolios of sustainable, responsible and impact investments, bringing best-of-class, cost effective solutions to investors of all sizes.
Competitive financial returns with measurable social impact... Let's get started -- connecting your investments with your values.
As specialists in sustainable and responsible investing, Boardwalk helps you achieve your financial goals while building a legacy you can be proud of.
And we are a Certified B Corporation which means that as a company we will seek to do business a little differently, balancing profit with social impact and environmental stewardship.
Conventional thinking is wrong. So, challenge it!
Investors often believe that they must choose between profit and impact -- that they must ignore environmental and human factors in order to earn competitive returns. But research proves the opposite: Companies who care about the impact of their activities are better long term investments than those who do not.
It's also about risk management
Sustainable investors know what they own -- to suit their values, of course, but also to manage risk.
Risks from resource scarcity and climate change are real and growing. Regulations are in flux, creating new winners and losers. And with consumer attitudes shifting rapidly, poor corporate citizens risk being left in the cold.
These new risks require new approaches. And, sustainable investors are already using them.
So, Click HERE to get started, or call us at 404-343-2026.
Let's redefine what it means to invest.
The Sustainable Investor: In Pursuit of an Enlightened Investment Portfolio
Draghi Gets Some Religion; Europe, a Reprieve?
November 21, 2014
With the Eurozone economies skidding toward zero percent economic growth (or worse), investors got a reprieve this week: Evidence that the eternal inflation hawk, the Bundesbank, was no longer driving European monetary policy.
Since the hyperinflation era after WW2, Germany has employed a strict monetary policy that made the (former) Deutschemark, one of the world's most stable currencies. German adherence to this policy, and some would say its obsession with inflation, was fine when Germany was a stand-alone nation. But when its authority dominated Eurozone policies, many questioned whether its strict precepts weren't actually driving many European nations into recession/depression.
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Beyond Correlation: Re-examining the True Purpose of Investing
November 12, 2014
Where did we all go so wrong? How did the financial industry's investment approaches get so far from reality?
At some point, investing became about volatility, standard deviations, correlations and "Monte Carlo" analyses. An "institutional" mindset took over as individuals began to mimic the actions of the big institutional investors (i.e., pension funds.) We became more concerned with beating benchmarks than with growing our long term assets.
So, today, we need to re-examine the true purpose of investing, and reconnect it with real people and real money.
I'll admit it. I was part of the problem...
When I managed a mutual fund some 15...
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The broad array of solutions for today's "fossil free" investors
November 10, 2014
As an investment manager focused on sustainable and social impact investing, we are (by definition) open to learning as much as possible about each client's unique values. Our job is to determine how those values might manifest themselves in an investment portfolio.
More and more often, including this month, we are asked to build investment portfolios that are free of fossil fuels.
Given the proliferation of "index funds" and exchange traded funds (ETFs) that simply track a benchmark, one might think that this it would be difficult to remove fossil fuels from a portfolio. It's difficult -- but not impossible. And interestingly enough, one need not...
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Be Ahead of the Curve...
- Draghi Gets Some Religion; Europe, a Reprieve? 11.21.14 Read...
- Beyond Correlation: Re-examining the True Purpose of Investing 11.12.14 Read...
- The broad array of solutions for today's "fossil free" investors 11.10.14 Read...
- At the Intersection of Work and Purpose 10.13.14 Read...
- NY Times: Investing to Make a Difference is Gaining Ground 09.01.14 Read...