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.

“Don’t Say Gay” Laws: Action Steps You Can Take

Governor Ron DeSantis signed Florida’s “Parental Rights in Education bill,” dubbed the “Don’t Say Gay” bill by opponents, at the end of March 2022. Veris Wealth Partners has always supported and will always support LGBTQ+ rights and equality. We are disturbed by Florida’s adoption of this law and the news that lawmakers from at least 19 other states are now considering similar legislation. We are devastated to think of the impact this is already having on LGBTQ+ families and especially children.

Veris Partner Spotlight: Roraj Pradhananga

Roraj Pradhananga, Senior Research Analyst at Veris Wealth Partners, was named a Veris Partner in December of 2021. Roraj leads our Investment Research team, is a voting member of the Investment Committee and Chair of the Equity, Diversity & Inclusion (EDI) Committee. We asked Roraj to answer a few questions about his life, career, and vision for the future of impact investing.

Veris Wealth Partners Stands With Ukraine

Veris Wealth Partners stands in solidarity with the people of Ukraine. We condemn Russia’s unprovoked attack on Ukraine’s sovereign soil and our hearts grieve for the people who are now suffering incredible losses in this unjust war.

Veris Wealth Partners’ Equity, Diversity and Inclusion (EDI) Task Force Case Study Published as Part of the JEDI Investing Toolkit

GenderSmart, a global field building initiative dedicated to unlocking the deployment of strategic, impactful gender-smart capital at scale, recently launched a Justice, Equity, Diversity and Inclusion (JEDI) toolkit.

2022 CEO Letter

It’s with great pleasure that I share with you reflections on 2021 from my perspective as CEO as well as Veris Wealth Partners’ vision and priorities for 2022.

Standing Our Ground

By now you may have heard the news that, as of January 31, 2022, the private investment firm Rosemont Investment Group has partnered with Veris as a minority investor. We are thrilled to share this news, as this move means that we are successfully managing succession at Veris by doubling down on our independence and our commitment to impact investing by seeking out innovative financial partners as well as promoting from within.

Women, Wealth & Impact: A Conversation with Ellen Remmer and Janine Firpo of Invest for Better

Ellen Remmer and Janine Firpo answered questions about Invest for Better and their approach to growing an impact movement focused on women.

The Data Shows Gender Lens Investing is Growing. There is More Work To Do.

The flow of assets into Gender Lens Investing (GLI) continues to grow rapidly. According to a new analysis by Veris Wealth Partners, asset growth in public market separately managed accounts (SMAs) doubled over the last two years – from $500M to over $1B in assets among 18 products.

How Can We Efficiently Mobilize Impact Capital for Climate Action and Justice?

Veris recently partnered with the Shift event series to bring together a variety of impact leaders for a Shift Conversations event focused on climate action and climate justice.

The SECURE Act New Era – Retirement & Financial Planning Reminders

The December 2019 passage of the SECURE Act may feel like ancient history, but its effects resonate within a few key financial planning issues relevant to investors today. In this blog we will highlight some of the major changes between year-end retirement and financial planning issues.