Impact Investment Management
Investors increasingly care where there money is going -- and the performance of sustainable funds has been highly competitive.
Investors can also allocate their dollars not just to customized equity portfolios but also to wide array of social impact segments: From renewable energy to organic farmland to microfinance.
Fixed income can also be impact focused, incorporating segments such as "green bonds" that finance environmentally critical projects around the world.
Our job is to analyze all asset types, including those that have the potential for attractive financial returns and measurable social impact. We overlay this analysis with your specific interests, and then match your asset allocation plan with such opportunities.
The result is an investment plan this is unique to you, your social objectives, financial goals and liquidity needs. No two portfolios are the same, and "cookie cutter" solutions and generic model portfolios fail to recognize that every investor has a unique intersection these three factors -- financial, social and liquidity.
.
Our Clients' Impact
As with financial returns, impact is measurable. We help our clients make a direct impact on:
...The environment, with investments as diverse as solar energy and battery storage partnerships, waste sorting startups, fusion power ventures and sustainable jet fuel producers.
...Poverty, with affordable housing bonds that finance measurable numbers of low cost residences while earning investors interest rates comparable to other bonds.
...Gender equity, poverty and quality of life with microfinance opportunities around the globe that touch millions of people while generating bond-like returns for investors.
...Nutrition and food waste, with direct investments in organic farmland conversion and in startup companies advancing efficient fertilization and food waste reduction.
...Energy, with investments in innovative firms including those that use waste energy to power data centers, that create advanced battery cells, and that safely treat nuclear waste.
Boardwalk is your research team, finding such unique opportunities for impact and profit. We find experts in each field, bringing them capital investment from our clients. We also act as our clients' advocate, negotiating more favorable terms or lower minimum investment levels wherever possible with these specialist firms.
Want to learn more? Contact us today to get started.
Integrating Sustainable Investments
Research by Morningstar, and now Morgan Stanley, have proven that sustainable investing performs just as well as conventional approaches. So, investors can have confidence that their investment plan won't likely be penalized by incorporating sustainable investment vehicles.
In fact, to incorporate sustainable investments into a financial plan, Boardwalk follows the same time-tested methods of portfolio management and uses the industry's best tools to align your portfolio with your risk tolerance and return objectives.
The plan is first built with your financial needs in mind.
But then we do something different than most investment advisors: We implement this plan with sustainable and social impact investment vehicles. You achieve your objectives -- and do so in a manner that is consistent with your values.
We favor low-cost index vehicles wherever possible, supplemented by active managers where relative performance justifies a higher expense ratio.