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Wetherby Asset Management

Certified B Corporation

California, United States

Certified Since

April 2016


Service with Minor Environmental Footprint

Countries of Operations

United States

When Wetherby was founded in 1990, the concept of independent investment advice was considered a novel proposition. The firmÕs founder, Deb Wetherby, wanted to create a new model that rewarded objectivity and results and eschewed the product and sales-driven culture present in most firms at that time. She made the decision to separate fees from investment recommendations, a novel idea that became the industry standard. Wetherby has no internal products and prides itself on offering objective investment advice to clients. Growth of the firm has been centered on the founding values of independence, objectivity and exceptional client service. These tenets were especially crucial in WetherbyÕs early embrace of impact investing, enabling the firm to be flexible and respond to client demand for investments that could align their portfolio with their values. Wetherby is dedicated to ensuring these founding principles remain part of the firmÕs culture into the future thus our owners periodically offers key employees the opportunity to become owners of the business.

Overall B Impact Score

Based on the B Impact assessment, Wetherby Asset Management earned an overall score of 124.3. The median score for ordinary businesses who complete the assessment is currently 50.9.
124.3 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 19.5

The Governance Impact Area evaluates a company's overall mission, engagement around its social and 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 & Engagement2.3
Corporate Accountability1.0
+ 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 42.3

The Workers Impact Area evaluates a company's contributions to its employees' financial security, health and safety, wellness, career development, as well as overall engagement and 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.

Compensation & Wages13.6
Training & Education2.0
Worker Ownership7.3
Management & Worker Communication3.4
Job Flexibility/Corporate Culture3.4

Community 17.6

The Community Impact Area evaluates a company's engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity, and 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.

Job Creation0.0
Diversity & Inclusion3.4
Civic Engagement & Giving7.2
Local Involvement3.0
Suppliers, Distributors & Product4.0

Environment 13.5

The Environment Impact Area 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.

Land, Office, Plant9.1

Customers 31.1

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 Reporting4.7
+ Targeted for Investment5.2
+ Leadership & Outreach1.2
+ Investment Criteria15.8
+ Portfolio Management4

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

2018 Overall B Impact Score124.3
2016 Overall B Impact Score101.4

Best for the World

Each year, B Lab releases lists honoring the top-performing Certified B Corporations overall as well as within each Impact Area.

Best For The World: Governance2019
Best For The World: Customers2019
Best For The World: Workers2019
Best For The World: Changemaker2019
Best For The World: Changemakers2018
Best For The World: Workers2018
Best For The World: Customers2018
Best For The World: Customers2017
Best For The World: Workers2017

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