Westmount Partners

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Westmount Partners Sustainability Actions

Launched ESG portfolio

Westmount launched an investment portfolio focusing on environmental, social, and governance (ESG) factors in 2018, further demonstrating its commitment to the principled stewardship of client assets.

Became B Corp-certified

In January 2022, Westmount was one of the first Registered Investment Advisers (RIAs) in Southern California to become B Corp-certified, the culmination of a process that began in 2020.

Used sustainability best practices

As we undertook the initial certification process at Westmount, we found that we had already instituted many of the best practices prioritized by B Lab—transparency in reporting, equitable pay ratios throughout our organization, high-quality employee benefits, LEED certification for our office building, an active recycling program, employee-driven community volunteerism, and philanthropic support through fundraising initiatives and our employee donation match.

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Aligned ESG with SDGs

Our Westmount ESG managers align with the United Nations Sustainable Development Goals, a global framework adopted by the U.N. General Assembly.

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Engaged portfolio companies

The managers featured in Westmount’s ESG portfolio have incorporated shareholder engagement strategies into their operations, including the Parnassus Core Equity Fund, which comprises the domestic large-cap sleeve of our portfolio.

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Westmount Partners

  • Status
  • Unverified
  • Employees
  • 25 - 100
  • Country
  • United States

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