Willow - Investments for Loving Change

Certified B Corporation

Massachusetts, United States

Certified Since

August 2020


Investment advising


Service with Minor Environmental Footprint

Operates In

United States

Willow is a women-owned, boutique investment advisory for individuals and institutions focused on conscious wealth management for loving social change. Founded on the belief that capital is a powerful tool, the Willow team deploys their proprietary approach to spot trends, anticipate changes, protect assets, manage risk and select leading investments within the ecosystem of environmentally & socially-responsible companies. Willow’s trailblazing mission is to create a better world through intentional deployment of capital in public and private markets. Their ethos of transformation is deeply embedded in their company culture. Willow empowers investors to be a voice for change through collective shareholder advocacy, ESG proxy voting and education. By challenging corporate leaders to embrace ethics that benefit all stakeholders and our planet, companies become a powerful force for good as well as a strong, sustainable investment strategy. Services include portfolio management and investment management for individuals, foundations and institutions; investment management of IRAs and 401k/403b rollovers, ESG/SRI timing research reports and licensing WillowESGMomentum tool to Advisory firms; leadership coaching for corporations and organizations to support company transformation.

Overall B Impact Score

Based on the B Impact assessment, Willow - Investments for Loving Change earned an overall score of 118.1. The median score for ordinary businesses who complete the assessment is currently 50.9.
118.1 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 13.1

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 & Engagement0.8
Ethics & Transparency2.2
+ 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 25.2

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 Security8.9
Health, Wellness, & Safety3.7
Career Development7.9
Engagement & Satisfaction4.5

Community 21.7

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, & Inclusion5.3
Economic Impact9.2
Civic Engagement & Giving2.8
Supply Chain Management1.0

Environment 8.3

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 Management4.6
Air & Climate0.8
Land & Life2.5

Customers 49.6

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 Stewardship3.3
+ Portfolio Reporting4.7
+ Targeted for Investment9.9
+ Leadership & Outreach6
+ Investment Criteria19.7
+ Portfolio Management6

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

2020 Overall B Impact Score118.1

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.

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