Veris Wealth Partners Named “Best for NYC”
Firm Is Recognized For Making A Positive Impact On The Community SAN FRANCISCO, May 19, 2016 – Veris Wealth Partners, one of the nation’s leading independent wealth advisors for sustainable and impact […]
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.
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.
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.
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.
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.
Veris Wealth Partners Receives Top GIIRS Rating
SAN FRANCISCO, Jan. 16, 2013 – Veris Wealth Partners, one of the nation’s leading independent wealth advisors for sustainable and impact investors, today announced that it received a 5-star GIIRS rating for its commitment […]
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.
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.
Veris Guest Blog: Call To Action: Let’s Make 100% Clean Energy Our Goal
By Dave Kirkpatrick, Managing Director at SJF Ventures
Last week, I visited Dan Shugar, CEO of NEXTracker, a global leader in tracking systems for solar power plants. NEXTracker, which operates the 70MW Javiera Solar project in Chile, is one of the emerging leaders in the cleantech energy revolution now under way.
