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 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.

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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.

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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.

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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.

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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.

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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.

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