Align Your Financial Assets With Your Values
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact.
A majority-women-led wealth management firm and OCIO for endowments and foundations, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.
Why Veris?
September 2024: Veris Wealth Partners
Just Transition Investment Framework
Info on investing in a just energy transition to net zero and Veris’ Just Transition framework for investors seeking to invest with a climate justice, environmental justice, and energy justice lens. Includes examples of investment opportunities aiming for just transition outcomes.
December 2023: Veris Wealth Partners
2023 Impact Report
Veris’ 2023 Impact Report shines a light on the environmental and social impact of our clients’ investments and our operations as a firm. This year’s report focuses on climate and environmental justice and launches the Veris Just Transition Investment Framework.
September 2023: Veris Wealth Partners
Investing in Diversity, Equity, Inclusion & Belonging
Learn about the history of wealth inequality in the US and Veris’ multi-faceted, intersectional approach to investing in diversity, equity, inclusion, and belonging (DEIB). This report also covers Veris’ equity, diversity and inclusion (EDI) due diligence framework.
September 2021: Veris Wealth Partners
Community Wealth Building Research Brief
In-depth research brief into the practice of making strategic investments in funds that help build wealth within communities that have been systematically excluded from economic success.
Let’s Work Together
Veris works with individuals, families, foundations, endowments, and nonprofits to align investment portfolios with investors’ values and missions.