B Corp Best for the World: Customers

We are proud to announce that our firm has again been named by B Lab as Best for the World: Customers for the third consecutive year in recognition of our work to provide value to our clients through our services. Notably, our impact investing and philanthropic planning offerings empower our clients to align their wealth with their values, and to address pressing social and environmental challenges holistically through their investment portfolios and their philanthropy.

“We’re incredibly proud of this year’s Best for the World honorees,” said Anthea Kelsick, Chief Marketing Officer of B Lab. “These inspiring companies represent the kinds of business models and impact-driven business strategies that are building a new economy – one that is inclusive, regenerative, and delivers value to all stakeholders, not just shareholders. To that end, B Corps like Wetherby Asset Management are redefining capitalism and showing that it actually can work for everyone.”

Wetherby Asset Management was also recognized as a B Corp Best for the World: Customers honoree in 2017 and 2018.

The Best for the World recognition is administered by B Lab, the global non-profit that certifies and supports Certified B Corporations, which are for-profit companies dedicated to using business as a force for good. 1,000 B Corps from 44 countries were named to the 2019 Best for the World lists, including Patagonia, Dr. Bronners, TOMS and Seventh Generation. The 2019 Best for the World honorees are determined based on the verified B Impact Assessments of Certified B Corporations.

Wetherby Asset Management was certified as a B Corp in 2015. Certified B Corporations, or B Corps, are businesses that meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. Today, there are 3,000 Certified B Corporations across 64 countries and 150 industries, unified by a common goal to redefine success in business.

Congratulations to the Wetherby team!

This accolade is presented for informational purposes only; no warranty is either expressed or implied by its presentation. The accolade may not be representative of actual or specific client experiences and should not be considered an endorsement. Wetherby Asset Management (Wetherby) acknowledges the rating reflects an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. Wetherby’s receipt of accolades should not be considered a guarantee of future performance results. Wetherby does not pay a fee to participate in any of the rankings disclosed.

The B Corp Best for the World For Customers list is published by the nonprofit B Lab and determined by the verified score of the Customer portion of the B Impact Assessment of Certified B Corporations as of June 10, 2019. Only Certified B Corporations with a Reviewed Version 3 or 4 B Impact Assessment (including both phone and document reviews by B Lab Staff with scores transparent online) are eligible for inclusion on the Best for the World list. To earn placement on the Best For The World: Customers list, a company must score in the top 10 percent of B Corps on the Customers portion of the B Impact Assessment. This section measures the impact a company has on its customers by focusing on whether a company sells products or services that promote public benefit and if those products/services are targeted toward serving underserved populations. The section also measures whether a company’s product or service is designed to solve a social or environmental issue (improving health, preserving the environment, creating economic opportunity for individuals or communities, promoting the arts/sciences, or increasing the flow of capital to purpose-driven enterprises). Wetherby clients did not participate in the determination of this ranking. Of the 2,817 companies that were considered, 215 were honored, representing approximately 8%. Please note that while Wetherby does not pay a fee to participate in the B Corp Best for the World rankings, we do pay fees to B Lab to maintain our B Corp certification. For additional information, please visit: https://bcorporation.net/2019-best-for-the-world-customers.

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