Firm Commentary

Welcome to Wetherby Asset Management’s Online Newsletter Library. Our newsletters and commentary offer insight into timely news and events that shape our financial world. Please read important disclosures by clicking here.

2018 Shareholder Resolution Sponsorship Report

As shareholders – and in particular, as thoughtful, long-term investors – our clients have a powerful voice. Through active shareholder engagement, our clients can encourage public company action on social and environmental issues that can help businesses achieve better growth and cost savings, improve their brands and reputations and strengthen broader stakeholder relationships, in turn, improving their future financial performance.

We are proud to report that during the 2018 annual meeting season, 23 Wetherby clients signed 78 authorizations to file and co-file 27 shareholder resolutions with 25 companies. We invite you to review the topics, resolutions and company highlights in our report.

If you have any questions, or are interested in getting involved as a client, please reach out to your Wetherby team.

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Q3/18 Newsletter

Markets: Global opportunities and risks are increasingly divergent and we remain wary of increasing vulnerabilities that potential trade wars and tightening monetary policy present. Pro-growth tax reform has supported strong gross domestic product (GDP) and earnings growth, and attractive fundamentals reflect strong confidence in the economy. However, we expect increasing challenges to such economic strength because of investors’ concerns of potentially aggressive monetary policy and the ultimate impact of any trade war on the U.S. economy.

Impact Update: We are proud to announce that Wetherby Asset Management became a Certified San Francisco Green Business in August. We are pleased to highlight an additional recognition as a 2018 Best For The World: Changemaker that we received from the non-profit B Lab in September.

Financial Planning: The financial planning section includes two articles. The first is about important tax considerations resulting from recent tax reform. Topics include standard deduction versus itemizing for 2018 and the future, changes to itemized deductions under the tax reform, aggregating deductions, and Qualified Charitable Distributions (QCDs) from IRA accounts. The second article is about why you may want to freeze your credit, especially now that credit freezes are available at no charge.

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Q3 / 18 Impact Investing Digest

Wetherby is pleased to share our Impact Investing Digest for the third quarter of 2018. This quarter’s digest features a longer article which highlights the pitfalls of relying solely on ESG ratings and advocates the use of scores as just one input into a deeper analysis. In addition, this edition includes several reports with data on the latest trends and approaches and attitudes toward impact investing. Please feel free to reach out to your Wetherby team if you have any questions or are interested in learning more.

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Wetherby Asset Management Now Certified Green!

We are proud to announce that Wetherby Asset Management is now a certified San Francisco Green Business, joining over 300 local businesses in instituting best-in-class sustainability practices and supporting a greener economy.

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Announcing Wetherby’s New Director of Estate Planning, Brandon Smith

It is with great pleasure that we welcome Brandon Smith to Wetherby Asset Management. As Director of Estate Planning, Brandon works alongside our client service team to support our clients with their estate planning needs. His addition to the team adds considerable strength and depth to our existing estate planning and tax expertise, notably in the areas of equity compensation, intergenerational wealth transfer and charitable planning.

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