Clean Yield Asset Management

Certified B Corporation

Vermont, United States

Certified Since

April 2011


Investment advising


Service with Minor Environmental Footprint

Operates In

United States

Clean Yield operates with the belief that virtually every financial transaction has a moral dimension and, often, a social impact. The company helps clients avoid profiting from the exploitation of people and the environment, while working with clients and their capital to press for a healthier, more sustainable society. A pioneer in the field of socially responsible investing (SRI), Clean Yield began in 1985 as a stock-market newsletter that provided buy and sell advice on socially and financially screened securities. Subscribers could avoid tobacco, alcohol, gambling, pornography, weapons, nuclear power, defense contractors, and a number of other areas of concern. Instead, they could direct their investments toward companies with products and services making positive social contributions. Within two years, the principals formed Clean Yield Asset Management, which serves SRI clients by buying and selling securities on their behalf. Clean Yield’s services also include community investing, slow-money investing, and “shareholder activism”—i.e., using the ownership of a company’s shares for leverage in advancing corporate responsibility.

Overall B Impact Score

Based on the B Impact assessment, Clean Yield Asset Management earned an overall score of 157.8. The median score for ordinary businesses who complete the assessment is currently 50.9.
157.8 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 18.4

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 & Engagement4.0
Ethics & Transparency4.3
+ 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.

Workers 37.2

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security13.0
Health, Wellness, & Safety10.5
Career Development5.7
Engagement & Satisfaction5.9

Community 29.5

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, & Inclusion7.4
Economic Impact7.1
Civic Engagement & Giving9.7
Supply Chain Management2.0

Environment 16.7

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 Management6.5
Air & Climate6.5
Land & Life3.0

Customers 55.9

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 Stewardship3.8
+ Portfolio Reporting6
+ Targeted for Investment16.1
+ Leadership & Outreach4.8
+ Investment Criteria19.7
+ Portfolio Management5.5

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 Score157.8
2017 Overall B Impact Score149.4
2016 Overall B Impact Score139.1
2013 Overall B Impact Score118.2
2011 Overall B Impact Score130.9

B Labs Logo - Home Link

Sign up to our Insights newsletter, a monthly digest of the latest news on economic systems change from B Lab Global.

We take the security of your data seriously, read our privacy policy for further information. For newsletter communications relating to your local region, please visit Global Partner sites to subscribe.

Copyright © 2024 B Lab. All rights reserved.