Standing For Racial Justice, Equity, Diversity and Inclusion
All of us at Veris stand in solidarity with the family of George Floyd, and the many others who have been a victim of police brutality and injustice.
Veris Fights for Shareholder Engagement
Members of the Veris team, along with Veris supporters Laurie Emrich, Ellen Remmer, Caroline Gabel and Jed Sturman, recently met with the SEC to discuss rule changes that will severely restrict shareholder activism. The meeting was one of the only in-person conversations between the SEC staff and investors. This blog discusses the proposed changes.
The new SECURE Act: What You Should Know
By Tim Kingsbury, Wealth Manager
The SECURE Act, passed on Dec. 20, 2019, contains some major changes governing IRAs and retirement plans, charitable contributions, 529 plans and college student loan debt, among other financial matters. In this blog, we focus on key provisions of the Act to help you plan ahead.
Gender Lens Investing: Assets Grow To More Than $3.4 Billion
Growth in Public Products Accelerates As GLI Marks 10th Anniversary
By Patricia Farrar-Rivas and Alison Pyott
The flow of assets in Gender Lens Investing (GLI) continues to grow rapidly.
According to a new analysis by Veris Wealth Partners, asset growth in GLI products accelerated and totaled $3.4 billion as of June 30, 2019. In our 2018 GLI analysis, we reported $2.4 billion invested in GLI products.
Market Recap: 2019 Finishes Strongly
By Jane Swan and Roraj Pradhananga
The year started with a robust recovery from the negative returns at the end of 2018, followed by a resting period in the third quarter, and then more growth at the end of 2019.
In Memoriam: Jud Bergman, Chairman & CEO of Envestnet
The Veris team mourns the sudden loss of Jud Bergman and his wife, Mary Miller-Bergman, with great sadness.
Jud was more than just a great friend and strategic partner of Veris.
Read Our Latest Impact Report
By Anders Ferguson and Casey Verbeck
Our Impact Report is the latest in a series of annual updates summarizing key developments around the world. The report is also an affirmation that the impact investing community is making good on its value proposition: To deliver market performance and positive social and environmental impact.
Reason for Climate Change Optimism
By Anders Ferguson, Partner
Over the past few years, it feels like “climate change deniers” have won the day – or at least were gaining the upper hand. But then weird weather produced billions of dollars of damage, large ice flows melted and raised the seas, and a growing number of businesses and governments said enough was enough.
The Regenerative Agriculture Revolution
By Patricia Farrar-Rivas and Nicole Davis
We wanted to share our enthusiasm for Regenerative Agriculture, along with the latest research and thinking about the topic. Our hope is to promote a broader dialogue with investors who want to align their wealth with their values.
Markets Strong in Second Quarter 2019
By Jane Swan, Partner and Senior Wealth Manager
Positive returns across investment markets seem to have largely removed the decline and worry from the end of 2018 from our memories. The solid rebound from the negative returns at the end of 2018 suggests investors may have a renewed confidence within financial markets.
