B Impact Report

Logo for Willow - Investments for Loving Change

Willow - Investments for Loving Change

Investment and wealth management for individuals and institutions, + more!
Certified Since: August, 2020
Location: Pittsfield, Massachusetts, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

118.1

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

investwithwillow.com

Willow is a women-owned, boutique investment advisory for individuals and institutions focused on conscious wealth management for loving social change.

Founded on the belief that capital is a powerful tool, the Willow team deploys their proprietary approach to spot trends, anticipate changes, protect assets, manage risk and select leading investments within the ecosystem of environmentally & socially-responsible companies.

Willow’s trailblazing mission is to create a better world through intentional deployment of capital in public and private markets. Their ethos of transformation is deeply embedded in their company culture. Willow empowers investors to be a voice for change through collective shareholder advocacy, ESG proxy voting and education. By challenging corporate leaders to embrace ethics that benefit all stakeholders and our planet, companies become a powerful force for good as well as a strong, sustainable investment strategy.

Services include portfolio management and investment management for individuals, foundations and institutions; investment management of IRAs and 401k/403b rollovers, ESG/SRI timing research reports and licensing WillowESGMomentum tool to Advisory firms; leadership coaching for corporations and organizations to support company transformation.

Impact Area Scoresinfo_outline

info_outlineOverall B Impact Score

To certify as a B Corp, a company must achieve a minimum verified score of 80 points on the B Impact Assessment. The B Impact Assessment asks questions about how the day-to-day operations of a company create positive impact for the company’s workers, community, and environment. Additionally, companies can earn further points if their overall business model can be shown to create positive social and environmental impact as well, qualifying the company for specific Impact Business Model points.

Scores for Certified B Corporations are verified by the non-profit B Lab.

info_outlineImpact Area Scores

The questions in the B Impact Assessment are organized into five Impact Areas: Governance, Workers, Community, Environment, and Customers. Click into a Impact Area to see topics covered in each. Topics in blue are Impact Business Models associated with that Impact Area where the company has earned additional credit. Due to rounding, displayed totals may not add up exactly.

The B Impact Assessment is customized to a company's size, sector, and geographic market.  However, within those parameters, there are still questions included in the B Impact Assessment that might not be relevant to a particular company. In cases where a question is not applicable, the potential points available for that question are instead earned based on the performance of the company on the other topics relevant to the stakeholder and summed up as "N/A points." Likewise, a score of N/A for Workers means that the company is a sole proprietor or partnership with no full-time staff, and a score of 0 or N/A for Customers means that the company does not have a specific Customer-focused Impact Business Model.

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info_outlineBest for the World Honoree

Each year, B Lab releases lists honoring the top-performing Certified B Corps in each Impact Area and overall, broken down by size, on the annual Best for the World lists.

info_outlineAdditional Documentation

B Lab may determine that a company should make additional material beyond their B Impact Report transparent in order for the public to be able to evaluate the company’s overall impact. This additional transparency may cover participation in a controversial industry, information shared on the company’s Disclosure Questionnaire, or simply a company’s relationship to a larger complex entity. Public companies and wholly-owned subsidiaries are required to make their full B Impact Assessments transparent to achieve B Corp Certification.