Boardwalk Capital Management

Certified B Corporation
Headquarters

Georgia, United States

Certified Since

March 2013

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

United States

Boardwalk Capital Management (Boardwalk) is a registered investment advisor based in Atlanta, GA dedicated to bringing the best practices of sustainable and responsible investing to investors across the nation. Boardwalk partners with top specialist investment firms while also providing best-of-class in house strategies, customizing each to meet the unique values of every client. They work with individuals, businesses and institutions to achieve both their financial and social impact objectives. B Corp Certification was a natural extension of Boardwalk’s mission to bring a new, impact dimension to investing. This codified the firm’s purpose, clarified its processes, and further strengthened its commitment to doing business differently. Boardwalk seeks to empower investors to use their financial resources to help solve those problems that plague their communities and the world. They will work to educate investors and business leaders on the power of sustainability to enhance financial returns while providing measurable benefits to society.

Overall B Impact Score

Based on the B Impact assessment, Boardwalk Capital Management earned an overall score of 106.6. The median score for ordinary businesses who complete the assessment is currently 50.9.
106.6
106.6 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 17.5

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement2.2
Ethics & Transparency5.2
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Community 15.5

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion0.0
Economic Impact7.0
Civic Engagement & Giving6.5

Environment 12.6

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management2.8
Air & Climate3.5
Water0.2
Land & Life1.0

Customers 60.7

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship2.1
+ Portfolio Reporting3.7
+ Targeted for Investment16.3
+ Leadership & Outreach7.8
+ Investment Criteria22.6
+ Portfolio Management6.7

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.



Previous Overall B Impact Scores

2022 Overall B Impact Score106.6
2018 Overall B Impact Score98.4
2016 Overall B Impact Score98.6
2013 Overall B Impact Score103.3

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