Impact Investing

Wetherby can help direct your capital to do more than generate financial returns.We have been advising clients on impact investments for over a decade and have implemented impact investments across nearly all asset classes and impact themes to meet our clients’ financial objectives and impact goals.

Impact Investing Landscape

What?

The Global Impact Investing Network defines impact investments as investments made in companies, organizations and funds with the intention to generate social and environmental impact alongside a financial return.

Why?

Impact investing offers clients the opportunity to advance social and/or environmental goals while generating financial returns.

Who?

Impact investing attracts a spectrum of investors, individual and institutional, with a diverse set of impact goals and financial return expectations.

How?

Impact investing is a portfolio strategy that can be successfully implemented across most recognized asset classes.

Our Impact Investing Services

Our goal is to integrate impact – broadly and deeply – without compromising any of your other objectives – financial or otherwise.

No Compromises

We believe impact investing does not require an investor to accept a sub-par risk/return profile and, at times, can serve to reduce risk and/or enhance returns.

Integration

Impact investing is a portfolio strategy that can be successfully implemented across most recognized asset classes; the market offers many attractive impact investment opportunities.

Customization

In many cases, our clients’ targeted impact goals can be met directly; however, it is important to set expectations appropriately as a broader based approach to impact might be more prudent in some situations.

Impact Management

Impact metrics should be used to manage and improve impact and financial performance over time. The shareholder voice can also engage and responsibly steward assets.

Evolution

We do not believe in making the perfect the enemy of the good; rather, we believe in getting started and pushing to broaden and deepen impact as the market evolves and the investment opportunity set develops over time.
Impact Portfolio Implementation

Our impact objectives are mapped to the United Nations’ 17 Sustainable Development Goals (SDGs), a set of collective targets to build an inclusive, sustainable and resilient future for people and planet. A global declaration that investing in sustainable development offers fundamental investment opportunities, the SDGs are fast becoming the universal impact investment framework.

We help to simplify the wide spectrum of impact investment approaches and the evolving landscape of opportunities. Our approach is flexible to accommodate a wide range of interests, from individuals just beginning to explore the space to those seeking full impact investment management.

Defining Objectives and Developing the Strategy. We begin by reviewing the social and environmental challenges you hope to address and translate these into specific impact objectives. These serve as the foundation for developing a customized impact investment strategy.

Implementing the Strategy. We follow our established implementation processes to create clear steps for integrating impact investments into your portfolio. We work with you closely to address your impact investing questions along the way. Once your portfolio strategy is implemented, we will monitor your investments and continue to check with you on changes in your impact objectives.

Reporting on Impact. Impact classifications are integrated directly into our financial reporting systems. Your online portal will give you real-time summaries of your impact portfolio. We complement this with in-depth impact reporting customized to your specific impact investment strategy.

Refining the Strategy. Our process is naturally iterative as impact investment strategies and portfolios continue to evolve. We guide you through the shifting landscape of impact investment opportunities, while sharing our own learning and client best practices.

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.

As You Sow harnesses shareholder power to create lasting change that benefits people, planet and profit. Their mission is to promote environmental and social corporate responsibility through shareholder advocacy, coalition building and innovative legal strategies.

The California Green Business Network leads the state and nation in working with small- to medium-sized businesses to create a vibrant green economy. Led by a coalition of cities and counties, the network helps to make our communities healthier and more livable while also conserving resources and saving money.

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.

Invest for Better is a nonprofit campaign on a mission to help women demystify impact investing, take control of their capital and mobilize their money for good. A project of The Philanthropic Initiative (TPI), Invest for Better offers open-source resources to the entire ecosystem of investors, advisors, philanthropists and infrastructure organizations.

The Investor Alliance for Human Rights is a collective action platform convening, informing and activating investors to act on human rights and business risks through targeted action, education and multistakeholder engagement.

The FSB Task Force on Climate-Related Financial Disclosures (TCFD) develops voluntary, consistent climate-related financial risk disclosures for use by companies in providing information to investors, lenders, insurers and other stakeholders to encourage companies to align their disclosures with investors’ needs.

The Thirty Percent Coalition is 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.

The Forum for Sustainable and Responsible Investment (US SIF) 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.

Proxy Impact is a proxy voting and shareholder engagement service for foundations, NGOs and other mission-based or socially responsible investors. Proxy Impact offers a full range of shareholder engagement services on social and environmental issues including filing resolutions and corporate dialogues.