Veris Hosts Gender Lens Investing Webinar
By Alison Pyott, Luisamaria Ruiz Carlile
Alison Pyott and Luisamaria Ruiz Carlile of Veris speak with Suzanne Biegel and Cynthia Nimmo about the state of Gender Lens Investing.
In Our Portfolios: Every Day Can Be International Women’s Day
By Luisamaria Ruiz Carlile, CFP®, Senior Wealth Manager
Once a year, the world celebrates “International Women’s Day.” With much fanfare, we cheer on women and their contributions to the world. But imagine the impact of sustained daily efforts to recruit, develop and promote women.
Economic Perspective Q4 2017
By Jane Swan, CFA, Senior Wealth Manager
Hurricanes, fires, earthquakes, marches, market growth, a new tax plan and some unbelievable tweets – 2017 was an unforgettable year. Markets typically do not like uncertainty, but were strong through a year of swirling unpredictability. What happened and what comes next?
Addressing Climate Change: The Role of Venture Capital
By Dave Kirkpatrick, SJF Ventures
Being a successful venture capitalist involves backing great entrepreneurs and helping them scale. Those activities are also important in fighting climate change.
Economic Perspective Q3 2017
By Jane Swan, CFA, Senior Wealth Manager
Despite hurricanes, earthquakes, wildfires, and ongoing political chaos, markets climbed higher in the third quarter.
10 Years Later – Headed Toward a Brighter Future
By Casey Verbeck, Director, Business Development
As Veris marks our 10th anniversary we are optimistic. We’re emboldened by the fact that we launched in the worst global financial crisis since the Great Depression…
Economic Perspective Q2 2017
by Steve Fahrer, Partner
An important milestone occurred in the second quarter. No, it wasn’t that the S&P500 and the Dow Jones Industrial Average made new highs during the quarter.
Signatory Letters for Impact
By Danya Liu, Associate & Pat Addeo, Senior Associate
The power of a united voice cannot be overstated. In that spirit, we would like to share how Veris is exercising its voice on behalf of clients through what is known in the investment world as a “signatory letter.”
Uncommon Conversations: Rich and Timely
By Patricia Farrar-Rivas, CEO
A while ago, I had a provocative conversation with two good friends, Rha Goddess and Jessica Norwood, about how many of the issues we face in our country stem from inequality, lack of inclusion, and biased narratives around people of color. By the end of the conversation, we all recognized these types of reflective conversations are vital in moving us toward inclusivity.
Economic Update Q1 2017
By Jane Swan, CFA, Senior Wealth Manager
Equity market returns in the first quarter were very strong. Investors were seemingly unfazed as political commentators vacillated between exuberance and doubt over the potential for the Trump presidency to advance tax cuts and other pro-business policies.
