Invesco Managed Accounts LLC

Certified B Corporation
Headquarters

Washington, United States

Certified Since

June 2014

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

United States

SNW Asset Management (ÒSNWÓ) began in 2002 as a subsidiary of Seattle-Northwest Securities Corporation (founded in 1972), specializing in U.S. dollar-denominated taxable and tax-exempt fixed income investment management. In July 2013, SNW Asset Management became an independent Investment Adviser. SNW has grown to approximately $2.5 billion in assets under management and serves more than 1,500 clients on a separate account, actively managed basis. SNWÕs clients include Registered Investment Advisors, high net worth individual investors, corporations, trusts, government entities, financial institutions and non-profit organizations. SNW exists because investors deserve a fixed income portfolio that is built, managed and serviced with their best interests in mind. SNW achieves this by acting as disciplined and responsive fiduciaries to clients and by being ethical owners of an innovative business. SNW adds value to clientsÕ fixed income portfolios by doing thorough, ongoing credit analysis on each security within their clientsÕ portfolios, while also actively managing the interest rate and sector risk inherent in fixed income investing.

Overall B Impact Score

Based on the B Impact assessment, Invesco Managed Accounts LLC earned an overall score of 83.5. The median score for ordinary businesses who complete the assessment is currently 50.9.
83.5
83.5 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 13.4

The Customers Impact Area 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 and media products, serving underserved customers or clients, and services that improve the social impact of other businesses or organizations.

Mission & Engagement0.1
Corporate Accountability0.3
Ethics1.5
Transparency4.1
+ Mission Locked7.5

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.


Workers 29.2

The Customers Impact Area 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 and media products, serving underserved customers or clients, and services that improve the social impact of other businesses or organizations.

Compensation & Wages7.3
Benefits10.8
Training & Education1.9
Worker Ownership3.4
Management & Worker Communication3.2
Job Flexibility/Corporate Culture1.8
+ Worker Owned0

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 8.9

The Customers Impact Area 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 and media products, serving underserved customers or clients, and services that improve the social impact of other businesses or organizations.

Job Creation1.0
Diversity & Inclusion0.0
Civic Engagement & Giving3.4
Local Involvement1.5
Suppliers, Distributors & Product3.0

Environment 7.8

The Customers Impact Area 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 and media products, serving underserved customers or clients, and services that improve the social impact of other businesses or organizations.

Land, Office, Plant2.9
Inputs0.7
Outputs0.7
+ Environment Products & Services Introduction0
+ Environmental Education & Information3.5

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.


Customers 23.2

The Customers Impact Area 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 and media products, serving underserved customers or clients, and services that improve the social impact of other businesses or organizations.

+ Portfolio Reporting2.5
+ Targeted for Investment7.6
+ Leadership & Outreach1.2
+ Investment Criteria9
+ Portfolio Management2.9

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

2017 Overall B Impact Score83.5
2016 Overall B Impact Score92.4
2014 Overall B Impact Score96.5

Best for the World

Every year, B Lab recognizes the B Corps that have achieved the highest verified scores in the five impact areas evaluated on the B Impact Assessment.

Best For The World: Workers2017
Best For The World: Workers2016
Best For The World: Workers2015

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