WHEB Asset Management LLP

Specialist investment management firm focused on sustainable investing.

London, London

United Kingdom

www.whebgroup.com

About WHEB Asset Management

The WHEB Asset Management investment philosophy is focused on a single long-only global equities strategy, to invest in companies providing solutions to some of the most serious environmental and social challenges facing mankind over the coming decades. This strategy focuses on sustainable investment and the integration of environmental, social and governance (ESG) issues into investment decision-making.

The firm is independent and owner managed, run by some of the most experienced practitioners of sustainable investment. This structure is designed to align the firm’s interests closely with those of its investors.

WHEB’s investment process is subject to rigorous and independent oversight, and the firm actively fosters a culture of openness and transparency with its investors.

Our corporate mission is to “advance sustainability and create prosperity through positive impact investments”. Being a B Corp underlines our commitment to sustainability and enables us to formalise this in our legal structure as well as setting out our obligation to the wider community; to use business as a force for good.

The Change We Seek®

Long-term social, demographic, environmental and resource challenges are reshaping the economic landscape, creating new investment opportunities for companies providing solutions to these challenges, and growing risks for those sectors that deplete human and natural capital. Companies providing solutions to these challenges can be grouped into a number of social and environmental “sustainability” themes. All these sustainability themes are underpinned by long-term secular change and have structural growth characteristics that are superior to the rest of the economy; in this way they provide a powerful source of investment value. WHEB Asset Management recognises this and has constructed a portfolio of companies that both enable and benefit from the transition to a more sustainable economy.

The firm actively engages with its portfolio companies’ managements as well as the wider policy and regulatory communities. Engagement activity encompasses long-term issues affecting whole sectors through to specific issues at individual companies. This engagement activity prioritises companies where there is the potential for real change and fostering of a more progressive approach to sustainable business practices. WHEB uses a collaborative approach, working alongside other investor groups, where this affords greater leverage on the issues addressed. Beyond direct engagement work, the firm shares its thinking, and promotes sustainability issues through external events, media engagement and support for investor initiatives focused on public policy issues.

The firm also embraces transparency as an opportunity to connect with its investors more closely, and uses a variety of tools to do so. These include enhanced reporting and disclosure, and an advisory committee whose key function is to review the fund’s holdings and ensure they meet with both the spirit and the letter of the fund’s sustainability criteria, as well as providing a discussion forum for strategic developments in WHEB’s thematic investment strategy.

What makes us a better company?

B Impact Report

Certified since: 

May 2016
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

4
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

22
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

56
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

13
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

12
6
Overall B Score
107
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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