Impact Investment Management
Investors increasingly care where there money is going and how their returns are generated.
They are looking to "responsible" funds and even bespoke individual stock portfolios that incorporate their wishes and their objectives.
Boardwalk can build:
- Customized US, global or international stock portfolios
- Meet the investor's specific social criteria
- Closely tracks a benchmark index
- Has specific volatility targets
ABOUT INVESTING FOR ALIGNMENT AND IMPACT
"Alignment" is often first step to investing with one's values.
This approach may include avoidance of certain industries (including fossil fuel free strategies), favoring specific themes, or simply seeking the "best corporate citizens". We make sure that social objectives are consistent with achieving each investor's financial goals.
Alignment investing is an important and necessary step, but this type of investing seldom impacts society at large. Fortunately, it can be the beginning of an impactful engagement with one's money.
Investors can also allocate their dollars to wide array of social impact segments that seek to actually change things in society.
Real societal impact occurs when the additional money being invested is the catalyst for change.
For many investors, this second step is as important as the first.
MATCHING PLANS WITH OPPORTUNITIES
Our job is to analyze all asset types -- especially those that have the potential for attractive financial returns with measurable social impact.
We further refine this analysis by incorporating your specific interests, matching such opportunities to your asset allocation plan.
These investments often exist in the private markets, so they need to be appropriate for each investor's liquidity needs. If they are a fit, the opportunities are as numerous as they are varied.
Such an investment plan is truly unique to you, your social objectives, financial goals and liquidity needs.
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.
Whether social investing or not, Boardwalk follows the same time-tested methods of portfolio management, using the industry's best tools to align your portfolio with your risk tolerance and return objectives.
The plan is first built with your financial objectives in mind. For sustainably-minded investors, we implement this plan with sustainable and social impact investment vehicles.
For all portfolios, we favor low-cost index vehicles for the largest "Core" allocations, supplemented by active managers for niche segments where appropriate.