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.

Ellen Remmer: An Inspiring Journey About Impact Investing and Empowering Women

By Anders Ferguson, Partner

Ellen Remmer’s journey from enlightened philanthropist to impact investor is a story that can inspire all of us.

Recently, I sat down with Ellen to discuss her life’s journey. I wanted to share her experience because it speaks to the potential of investing capital to achieve both social benefit and financial gain. It’s also instructive in describing how investors can change their mind about the role and possibilities of wealth.

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Collective Consciousness and the Refugee Crisis

By Alison Pyott, Partner and Senior Wealth Manager, and Rebecca Orlowitz

Many of us are struggling with the current global refugee crisis and seeking some small way to make a difference. Ban Ki-Moon wrote an op-ed for The New York Times titled, “The refugee crisis is a test of our collective conscience.”

The situation is overwhelming and absolutely a test of our collective conscience. As global citizens, we can use our awareness, energy and philanthropy to help. The impact investor has additional options.

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How Climate Change Caused PG&E’s Bankruptcy

Veris Guest Blog: By Timothy P. Dunn, CFA

Pacific Gas & Electric (PG&E) Corporation, California’s largest investor-owned utility, which serves roughly 5.2 million households in central and northern California, filed for bankruptcy and is facing an estimated $30 billion of potential liabilities stemming from its equipment’s role in the historic 2017 and 2018 wildfires.

PG&E’s bankruptcy is indicative of how our changing climate presents real economic and financial risks for companies and investors.

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What Will 2019 Bring For Investors

By Jane Swan, Partner and Senior Wealth Manager

Stock markets finished 2018 with the worst quarter in more than seven years and the first year of negative returns in 10 years. All major global risk asset classes had negative returns. This includes stocks, REITs, and high yield bonds. As we look to the year ahead, we work to keep all of this in perspective. In addition, as impact investors we consider long term implications of all opportunities.

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Public Companies Are Driving Sustainability

By Anders Ferguson, Partner

Public companies committed to sustainable innovation are playing a growing role in transforming the global economy.

In the past year, we’ve seen this commitment translated into new thinking that is addressing climate change and the environment, while placing more emphasis on positively impacting the communities in which companies operate.

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Gender Lens Investing: 2018 Is A Watershed Moment

By Patricia Farrar-Rivas, Alison Pyott, Luisamaria Ruiz Carlile

Linda Pei had a vision. In 1993, she launched the Women’s Equity Mutual Fund, the first U.S. fund investing in companies with positive track records ofhiring, promoting and generously compensating women.

Her fund marked the birth of “gender lens investing” (GLI), which is founded on the premise that investing intentionally for gender balance and equity can generate both financial and social returns. 

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What You Can Do To Address Climate Change

By Helene Marsh, Veris Client

Climate change can be an overwhelming topic for any individual or community. So how can anyone make a meaningful difference?

That’s the question my friend, Sarah Loughran, and I had been asking ourselves for several years. Today, supported by a concerted community effort, we’ve succeeded in helping eight Marin County municipalities reduce greenhouse emissions by purchasing 100% renewable energy for their government facilities.

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Opportunity Zones

By Lori Choi, Partner

“Opportunity Zones” are a hot topic in impact investing these days, but what are they and why might they be important for investors?

Embedded in the new Tax Cuts and Jobs Act signed into law, December 2017, are provisions around “Opportunity Zones.” They ask governors of all states and territories to designate up to a quarter of low-income census tracts as investible zones.

Why is this program important?

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Equity Markets Regain Footing in Q2 2018

By Jane Swan, CFA, Partner

After a rough start to 2018 in US financial markets, domestic equities are largely back on track. The charts below show the return for each asset class and highlight the strong return of US markets in the quarter. The losses of the first quarter were reversed. This wasn’t the case in international markets, which were very negative. Fixed income markets reacted to yet another interest rate hike and produced flat returns.

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