The Veris Blog

The Veris blog expresses the diversity of thought and opinion at our firm. We also present other points-of-view of those we appreciate and admire.

Economic Update Q3 2016

by Jane Swan, CFA, Senior Wealth Manager

In an election year with no shortage of drama and surprises, the market has been relatively calm and steady. Market volatility often increases during an election year as uncertainty looms over the potential market impact of a new administration.

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What Is Sustainability, Anyway?

By Anders Ferguson, Partner

Most of us dedicated to sustainability tend to think about it terms of the big issues – climate change, food scarcity, clean water and other global environmental and social issues. After returning from Generation Investment Management’s most recent conference, my perception about creating sustainable businesses and systems evolved markedly.

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Gender Lens Investing: Growing Interest, Increasing Options

by Luisamaria Ruiz Carlile, CFP, Senior Wealth Manager, and Alison Pyott, Partner & Senior Wealth Manager

In a few short years, Gender Lens Investing has moved from promising concept to potentially one of the next big things in impact and sustainable investing. That’s one of the clear takeaways from a new, joint analysis on Gender Lens Investing by Veris and Women Effect published this week.

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Economic Update Q2 2016

By Jane Swan, CFA, Senior Wealth Manager

The surprise outcome of the Brexit vote was one of the second quarter’s biggest events. Citizens of the U.K. voted to leave the economic and political partnership of the European Union, roiling world markets and sending the British pound to 30 year lows. But the sharp and immediate negative market reaction quickly dissipated.

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The Power of UNICEF’s Next Generation Program

By Rebecca Orlowitz, Wealth Management Associate

UNICEF USA’s Next Generation fundraises for different projects using our networks to increase our reach and our impact. To date we have raised nearly $6 million for 12 different projects. UNICEF has helped save more children’s lives than any other humanitarian organization. 90.2% of every $1 donated goes directly to children, and it has the highest rating by Charity Navigator.

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Reflecting on New Ways to Connect

By Lori Choi, Partner & Wealth Manager

I recently had the pleasure of attending the Transforming Family Philanthropy Retreat with an inspiring group of young people, all seeking to align their family giving and investing with social justice values. The retreat was a thoughtful combination of racial and economic justice education, skill-building workshops, impact investing, and managing family dynamics.

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Veris Guest Blog: Navigating Rough Waters

By Timothy P. Dunn, CFA, Terra Alpha Investments, LLC

This blog post outlines the challenges facing companies and investors as water becomes a scarcer resource and discusses environmental productivity, an emerging idea in investment analysis. Environmental productivity focuses on the efficiency with which companies use and impact natural resources.

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Happy International Women’s Day!

By Rebecca Orlowitz, Wealth Management Associate, and Luisamaria Carlile, Senior Wealth Manager

In honor of this occasion, our Veris offices recognize three amazing organizations that are advancing women and girls. Their work highlights what’s possible with a local community organization, a well-known global entity and a business oriented organization.

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