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.

2019 Shareholder Resolution Sponsorship Report

Publicly traded companies continue to face an engaged investor community – motivated by environmental, social and governance (ESG) issues – that is asking for change.

We are proud to report that during the 2019 annual meeting season, 37 Wetherby clients signed authorizations to file and co-file 62 shareholder resolutions with 50 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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Q2/19 Impact Investing Digest

Wetherby is pleased to share our Impact Investing Digest for the second quarter of 2019. This quarter’s digest includes several articles that outline the economic costs and financial risks and opportunities presented by climate change. In addition, this edition features several reports and surveys that highlight trends in investor sentiment and the diverse range of investors pursuing 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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Q2/19 Newsletter

Investment Overview:

With the U.S. likely to re-enter a phase of quantitative easing, and other major global banks, such as the European Central Bank, also likely to cut rates, we may be extending this late-cycle environment and staving off a global recession for now. It is likely that the Fed cutting rates will be well received by markets in the near term. Nevertheless, we are in the late stages of this economic cycle. Therefore, we do not believe that investors are being adequately compensated for taking above average levels of risk in their portfolios, and we are maintaining allocations that are relatively neutral to long-term asset allocation targets.

Impact Update:

In the second quarter, we released our second Annual Impact Report which summarizes the achievements of our clients, our team and our community in 2018. Members of the Wetherby team spent an afternoon in May volunteering at GLIDE Memorial Church in the Tenderloin neighborhood of San Francisco.

Financial Planning:

The financial planning section topic is “Estate Planning in a Brave New World.” This article focuses on the provisions of the Tax Cuts and Jobs Act of 2017, as well as the opportunities and considerations that individuals now confront in light of the resulting tax environment and uncertain future.

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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


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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