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.

Veris Views on Recent Market Moves

By Jane Swan, CFA, Partner

As of the close of Friday’s market, the S&P 500 was down 2.6 percent year to date, and 8.3 percent since the market high on January 26th. While this type of market decline (or correction) does not feel good to investors, it is not entirely a surprise.

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Economic Perspective Q4 2017

By Jane Swan, CFA, Senior Wealth Manager

Hurricanes, fires, earthquakes, marches, market growth, a new tax plan and some unbelievable tweets – 2017 was an unforgettable year. Markets typically do not like uncertainty, but were strong through a year of swirling unpredictability. What happened and what comes next?

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Signatory Letters for Impact

By Danya Liu, Associate & Pat Addeo, Senior Associate

The power of a united voice cannot be overstated. In that spirit, we would like to share how Veris is exercising its voice on behalf of clients through what is known in the investment world as a “signatory letter.”

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Uncommon Conversations: Rich and Timely

By Patricia Farrar-Rivas, CEO

A while ago, I had a provocative conversation with two good friends, Rha Goddess and Jessica Norwood, about how many of the issues we face in our country stem from inequality, lack of inclusion, and biased narratives around people of color. By the end of the conversation, we all recognized these types of reflective conversations are vital in moving us toward inclusivity.

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Economic Update Q1 2017

By Jane Swan, CFA, Senior Wealth Manager

Equity market returns in the first quarter were very strong. Investors were seemingly unfazed as political commentators vacillated between exuberance and doubt over the potential for the Trump presidency to advance tax cuts and other pro-business policies.

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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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Impact Investing in Denver

By Casey Verbeck, Director, Business Development

It’s hard not to be awed by the natural splendor of the Rockies, or for that matter, the zeal with which Coloradans are now embracing impact investing. Over the past few years, the Mile High City, always known for its progressive thinking about the environment, has emerged as a hotbed of impact investing.

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2016: What’s On Our Mind

By Patricia Farrar-Rivas, CEO

Fresh thinking: I wanted to share a number of enlightening points-of-view. They are from various media – books, newspapers, magazines, as well as a podcast. They are all terrific food for thought.

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Stranded No More

By Luisamaria Ruiz Carlile, Senior Wealth Manager

Impact investing is a disruptive innovation. It’s upending traditional investing, crashing through old assumptions about how investors determine risk and assess value. Take for example, the concept of “stranded assets.” These are assets which are losing economic value well ahead of their anticipated useful life due to changes in technology, regulations, legislation, societal norms, environmental shocks or other powerful forces.

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Creative Destruction and Stranded Assets

By Anders Ferguson, Partner and Danya Liu, Associate

Over the next 30 years, whole swaths of the global economy will change dramatically. Innovation and technology, combined with global demand and shrinking resources, will fundamentally alter the way people do everything from getting electricity to sourcing their food.

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Creativity: A New Pillar of Sustainability

By Anders Ferguson and Laura Callanan

Creativity. We hack it. We map it. We study it. We rate it. We take it places. We build industries around it. We invest in it. We recognize we need it, even when it hurts. We know our future depends on it. This is the first in a series of blog posts which will explore the radical premise that creativity is a key driver of sustainability.

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Sustainability Is Not A Wind Farm Or Solar Array

By Anders Ferguson, Partner

Sustainability is a deep understanding that everything is seamlessly and beautifully interconnected. It is rooted in a mindfulness recognizing that each of us, doing our own work in our own field, is connected to others and impacts others, even if we don’t see it or realize it.

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Veris Guest Blog: Gender Lens Investing 2.0

By Jem Hudson, The Caldy Group

In celebration of International Women’s Day on March 8th, we came across a myriad of thoughtful articles, studies, and other discussions focusing on women’s issues. One of the resources that especially caught our eye is a study by Veris Wealth Partners.

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The Veris Agenda: Five Impact Investing Themes for 2015

By Patricia Farrar-Rivas, CEO

As impact investors, Veris Wealth Partners directs capital to support the varied goals of our clients, while helping create a more just and sustainable world. The process of aligning values with wealth through impact investing continues to revolutionize the capital markets in the U.S. and abroad.

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Veris Guest Blog: What Is Community Wealth Building & Why Is It So Important?

By Ted Howard, Co-founder and Executive Director of The Democracy Collaborative

More than a decade ago, my colleagues and I at The Democracy Collaborative began using a term for a new kind of economic development – Community Wealth Building. For years, the term was so uncommon that it almost invariably appeared within quotation marks when used. Today, a Google search identifies 124,000 entries and is growing daily.

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The Time is Now for Mutual Understanding

By Casey Verbeck, Director, Business Development

Living in lovely Boulder, Colorado with my wife and two kids is an amazing and wonderful experience, but I will never forget where I came from: the other side of the tracks outside of St. Louis. Even amid this Rocky Mountain splendor, I’m reminded that not everyone is living the dream. We live in a time when 33 million people in the U.S. do not know how they will get their next meal.

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What An Impact Investor Knows

By Luisamaria Ruiz Carlile, Wealth Manager

As impact investing gains momentum, a common question we hear is: “What does the new breed of impact investors know that traditional investors don’t?” What insights have transformed these impact investors’ approach?

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Investing with a Gender Lens

On March 5th, Veris Wealth Partners and Criterion Institute hosted the webinar Women, Wealth and Impact: Investing with a Gender Lens. Increasingly individuals, families and foundations are exploring how to use their consumer dollars, philanthropy and now their investment portfolios to address gender inequality. This webinar outlines several easy steps to shift your investments to support and empower women.

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Impact Investing: A Smarter Way to Invest

By Patricia Farrar-Rivas, CEO

When we founded Veris six years ago, we were among the very few who believed in the power of impact investing to create wealth and improve the world. Today, with the planet’s long term viability at risk, we can no longer ignore the connection between global issues and individual choices. In their scale and complexity, today’s problems are unlike any we have ever encountered. And yet, big challenges create big opportunities.

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What About the Women?

By Patricia Farrar-Rivas, CEO, and Luisamaria Ruiz Carlile, Wealth Manager

What about the women? That is the key question that “gender lens investing puts in front of thoughtful investors as they review their portfolios and select new investments.

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Lebron, Bill & Fossil Fuels

In game 6 of the NBA championships, Lebron James led the Miami Heat past the San Antonio Spurs, winning 103-100–the same day the Miami heat index reportedly reached 103. If Lebron James is the face of the NBA champion Miami Heat, environmental activist Bill McKibben is the face of the national fossil fuel divestment movement led by 350.org.

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Welcome to the Veris Blog

Welcome to the inaugural issue of IMPACT: Ideas and insights changing the world and the way we invest. We created IMPACT to share the latest thinking and perspective of the Veris Team and to highlight a couple of key trends and research about sustainable and impact investing.

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