Veris Wins 2024 Family Wealth Report Awards for Impact Investing (Advisory) and Diversity in Wealth
Veris won the 2024 Family Wealth Report Awards for Impact Investing (Advisory) and Diversity in Wealth Management (Company).
Veris won the 2024 Family Wealth Report Awards for Impact Investing (Advisory) and Diversity in Wealth Management (Company).
Senior Advisor Lori Choi interviews Dr. Ruth Shaber, President of Tara Health Foundation and co-author of the book The XX Edge to learn why she believes diversity leads to smarter investing.
Against headwinds of 11 Fed interest rate hikes…the US economy remains strong. Consumer spending withstood higher borrowing costs, persistent, but slowing, inflation, and the dwindling of pandemic era savings.
Despite politicization and anti-ESG and anti-DEI rhetoric, investor interest in sustainable, socially responsible, and impact investment is on the rise. Here are six topics that I believe will shape the sustainable and impact investing industry in 2024 and beyond.
Stephanie Cohn Rupp interview on sustainable investing; impact investing across asset classes; investing for climate justice and equity, diversity, & inclusion; and trends among millennial and Gen Z investors for Fintech TV.
The US economy remains resilient, supported by strong retail spending and labor markets and signs of improving consumer confidence and strengthening in housing markets.
“At Veris, we’ve always believed in the power of responsible investing to create a positive and lasting impact. Veris is honored to be featured on Real Leaders’ 2024 list alongside so many companies that are working to build a more sustainable future,” said Veris CEO Stephanie Cohn Rupp.
Every year, Veris provides philanthropic support to nonprofit organizations across the US. This is a list of mission-driven nonprofit organizations that the firm supported in 2023.
Veris CIO Michael Lent’s end of year letter offers evidence that impact investors made strides in addressing social and environmental issues in 2023, despite turbulence. He offers specific examples of progress, silver linings, and reasons for hope.
The first quarter of 2023 was characterized by major events such as the failure of Silicon Valley Bank, escalating concern of a pending recession. Sentiment made an about face in the second quarter, buoyed by limitless enthusiasm for artificial intelligence. At the end of the third quarter, we seemed to have settled into an uncomfortable normalcy: uncertainty.
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