Impact Investing Overview

Wetherby can help direct your capital to do more than generate financial returns.We have seen a growing number of clients who want their investments to combine social responsibility and sustainability with competitive returns. Wetherby has been advising clients on impact investing for ten years. We develop mission-driven investment strategies and detailed execution plans.

What?

“Impact Investments are investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return.” (The Global Impact Investing Network)

Why?

Impact investing offers clients the opportunity to advance social and/or environmental goals while generating financial returns; we believe that, done correctly, impact investing should not require an investor to accept a sub-par risk/return profile and, at times, can serve to reduce risk and/or enhance returns.

Who?

Impact investing attracts a spectrum of investors, individual and institutional, with a diverse set of impact goals and financial return expectations; the ultimate beauty (or “impact”) of an impact opportunity will be in the eye of the beholder (the “investor”).

How?

Impact investing is a portfolio strategy that can be successfully implemented across most recognized asset classes; the market offers many attractive opportunities to invest in social and environmental solutions that also produce financial returns.

Impact Landscape

“Impact investing is very personalized. We can help navigate the options and customize an approach that aligns with your values.”

—Karen Leech | Wealth Manager

Whether you’re just starting to establish an impact investing plan or making refinements to an existing plan, we can help you evaluate the range of investment options based on the issue areas that most strongly resonate with your values. Conserving energy, fighting poverty, and improving education are some examples of this.

Portfolio Implementation

We begin with a deep review of your goals and values, followed by a recommended strategy for impact investing. We use our existing process for portfolio implementation as a starting point, while addressing specific impact investing questions and steps along the way. Once the plan is implemented, we will monitor the managers and continue to check with you on changes in your mission.

Industry Affiliations

Wetherby is proud to partner with leading networks and communities in the impact investing field to catalyze the use of investment capital in generating meaningful social and environmental impact. Read our quarterly Impact Investing Digest which includes a diverse array of articles and reports about ongoing developments in the impact investing field.

Wetherby Asset Management is a Certified B Corporation®. B Corporations are leaders of the global movement of people using business as a force for good™. Certified by the non-profit organization B Lab, B Corporations meet comprehensive standards of social and environmental performance, transparency, and accountability.

We are proud to partner with As You Sow, a leading practitioner of shareholder engagement and advocacy for a safe, just and sustainable future. As You Sow has been creating positive, sustainable change through shareholder advocacy since 1992.

US SIF (The Forum for Sustainable and Responsible Investment) is a network of investment management and advisory firms, research firms, non-profit associations, pension funds, foundations, and other asset owners working to advance sustainable, responsible, and impact investing across all asset classes.

We are honored to support the Thirty Percent Coalition, a national organization working to influence corporations to increase diversity and the number of women on their boards. The Coalition is committed to reaching the goal of having women, including women of color, hold 30% of board seats across public companies.

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