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 Annual Impact Report

We are proud to release our Annual Impact Report, which reflects on the achievements of our clients, our team and our community in 2018. This report summarizes our clients’ impact investing efforts, our industry affiliations, our corporate social responsibility commitments, our community outreach and more. We welcome your feedback and invite you to share this piece with your networks.

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Q1/19 Newsletter

Markets:

Economic and market data continue showing mixed signals. The Fed’s decision to remain patient in considering additional interest rate hikes continues to support the case for staying invested in an environment where the economy remains largely on solid ground. Valuations, although not cheap, do not seem to reflect signs of dangerous asset bubbles. However, we remain wary of where we are in the economic cycle, risks that lurk beneath the surface as we look out further than 2019, and the dangers of investor complacency. Thus, we continue allocating capital using a balanced approach between risk assets and defensive strategies relative to long-term portfolio targets in order to help clients achieve their objectives while mitigating the risks of any severe impairment of capital.

Impact Update:

In March, members of the Wetherby New York City team were excited to volunteer with the GOOD+ Foundation. The foundation supports low-income families by providing essential goods to maintain the health and safety of their children. We also formed a Diversity, Equity & Inclusion (DEI) Committee to focus on integrating these values across our work at Wetherby. Our vision is to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves.

Financial Planning:

The financial planning section topic is “When does aging at home make sense?” Most people, when asked, want to continue living in their current home as they age. This is often called “aging in place.” The article discusses issues to consider regarding aging in place and provides an overview several alternatives.

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Q1/19 Impact Investing Digest

Wetherby is pleased to share our Impact Investing Digest for the first quarter of 2019. This quarter’s digest features several articles that highlight challenges in the proxy voting records of larger, mainstream firms as they seek to address climate change and gender diversity concerns. In addition, this edition includes several reports and surveys that provide updated data on the size and growth of the impact investing industry as well as motivations and future outlook for the market. 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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Q4/18 Newsletter

Markets:

We believe the market sell-off during the fourth quarter of 2018 was a healthy and necessary correction of elevated valuations and unrealistic expectations of future growth. With softening growth data across the globe and significant market declines, such as those investors experienced in December, we recognize the temptation to react by reducing risk exposure. However, future expectations of global economic and corporate earnings growth are more in line with what has historically been the norm, and the asset allocation in portfolios has been positioned to incorporate the fact that markets will experience both upside and downside volatility.

Impact Update:

In September, Wetherby Asset Management completed B Lab’s 2018 Inclusive Economy Challenge, a call to action for the Certified B Corporation community to improve our collective impact and work toward a more inclusive economy.

Financial Planning:

The financial planning section topic is intra-family loans. Intra-family lending can be a great tool to assist junior generations through financially impactful moments. By following best practices, senior generations can avoid negative income and gift tax consequences while allowing effective use of family resources.

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Q4 / 18 Impact Investing Digest

Wetherby is pleased to share our Impact Investing Digest for the fourth quarter of 2018. This quarter’s digest features articles that highlight the increasing activism of employees at large technology firms as well as the perspective that purpose informs corporate strategy and culture to underpin sustainable financial performance. In addition, this edition includes several reports which focus on the ways in which impact and environmental, social and governance (ESG) considerations can add financial value. 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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