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You. Your values. Your Legacy. Sustainable Investments for a Prosperous Future. www.BoardwalkCM.com BOARDWALK CAPITAL MANAGEMENT

Sustainable Investments Overview 2012

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Sustainable investing for high net worth individuals.

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Page 1: Sustainable Investments Overview 2012

You.

Your values.

Your Legacy.

Sustainable Investments for a Prosperous Future.

www.BoardwalkCM.comB O A R D W A L K

C A P I T A L M A N A G E M E N T

B O A R D W A L KC A P I T A L M A N A G E M E N T

Page 2: Sustainable Investments Overview 2012

Re-think What it Means to Invest.

We incorporate �nancial indicators into our analysis to ensure that potential investments are well-capitalized (not too much debt) and have reasonable prospects for future pro�tability. We also examinespending on Research and Development, believing that R&D sows the seeds for future products andservices.

Investors rely on corporate leaders and board members to properly manage the companies we own.So, we insist on boards that are diverse and independent. We demand high standards of ethicalbehavior, transparent disclosure and policies to prevent bribery and corruption.

EnvironmentalWe invest in companies that lead their respective industries, going beyond regulatory requirements todemonstrate leadership in environmental strategies, policies, incident response and disclosure. Wewant to see annual improvements in resource e�ciency, declining carbon intensity, and lower overallemissions -- and a management-level commitment to meeting speci�c environmental goals.

Social

Governance

Financial

We evaluate how companies treat their workers and communities, how their products impact societyand how they promote diversity, training, safety and regulatory compliance. We demand robust supplychain policies to ensure that outsourced activities meet the same high standards.

Finding the best with E.S.G. & F.

For today’s investors, it is about something more than just returns: It’s about how those returns are achieved.

Your investments re�ect what is important to you. Does your current portfolio re�ect your core values, or encourage the type of world you would like your children or grandchildren to experience?

We care about how returns are achieved. And our global research process analyzes more than 3000 companies to uncover true Best-in-Class �rms that we can be proud to say we own.Here’s how it works:

Page 3: Sustainable Investments Overview 2012

Join us, as we do well while doing some good . . .www.boardwalkcm.com

BoardwalkCore

Commodities&

Metals

Impact Bonds

Micro Lending

Triple bottom line&

Private Equity

Other SRI Equity

Other Equity

Other Illiquid

A Portfolio Tailored to You

An investment plan is a roadmap to your financial destination. The mix of assets that are incorporated into your plan depend on your specific needs, objectives, investing experience and attitude toward risk.

Everyone is different! The only rvight answer is the one that fits you.

At Boardwalk, we can include a variety of asset types in your plan – both conventional (stocks, bonds, cash) and less-conven-

tional (commodities, microlending, “triple bottom line” private equity). Wherever possible, investments will seek to serve a broader

purpose beyond the financial – to improve lives, our planet or our communities.

At the core of every investment plan is our Global Best-of-Class equity strategy. This diversi-fied portfolio is comprised of the world’s sustainability leaders. We call this a “high information” investment, meaning that the constant updates will make you will feel that you own the whole com-pany! No longer will you be disconnected from your investments.

In the end, it’s about achieving your goals. Lets achieve them while leaving the world little better thanwe found it.

Page 4: Sustainable Investments Overview 2012

B O A R D W A L KC A P I T A L M A N A G E M E N T

B O A R D W A L KC A P I T A L M A N A G E M E N T

www.BoardwalkCM.com404-343-2026

[email protected]

printed on 100% Recycled Paper

Inspire . . .

Honor . . .

Secure . . ."An investor initiative in partnership with UNEP FI and the UN Global Compact".

Boardwalk Capital Management is an activemember of the Green Chamber of the South.