Ayres Punchard Investment Management Limited

Certified B Corporation
Headquarters

Isle of Wight, United Kingdom

Certified Since

November 2023

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

United Kingdom

Ayres Punchard is an award-winning sustainable and impact investment adviser and financial planning company. They provide their clients with time costed financial planning advice and support services, rejecting commission style fee models. This means that clients pay for the time it takes for their financial planning to be done, not a percentage cut of the money they are investing. This promotes transparency and removes a possible conflict of interest in over-allocating money to investment, through the financial planning process. Fairness is at the heart of Ayres Punchard’s service. Since 1995, Ayres Punchard has offered ethical investment advice that enables its clients to align their investment strategies with their values. In addition they have developed a discretionary managed portfolio service called ‘The Key to the Future.’ Ayres Punchard clients want to generate their investment returns from investing sustainably and with impact. The Key to the Future allows them to do this.

Overall B Impact Score

Based on the B Impact assessment, Ayres Punchard Investment Management Limited earned an overall score of 120.1. The median score for ordinary businesses who complete the assessment is currently 50.9.
120.1
120.1 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 15.6

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 & Engagement1.5
Ethics & Transparency4.1
+ 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 15.3

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, & Inclusion1.0
Economic Impact7.0
Civic Engagement & Giving3.2
Supply Chain Management2.0

Environment 14.0

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 & Climate4.0
Water0.2
Land & Life1.2

Customers 74.9

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 Stewardship2.2
+ Portfolio Reporting6
+ Targeted for Investment16.3
+ Leadership & Outreach9
+ Investment Criteria29.9
+ Portfolio Management9.6

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

2023 Overall B Impact Score120.1

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