By Michael Lent, Roraj Pradhananga, & Casey Verbeck
Community wealth building solutions aim to help address racial and gender discrimination and spread prosperity while ensuring sustainable economic growth in historically marginalized and under-resourced communities.
A Letter from Patricia Farrar-Rivas and Stephanie Cohn Rupp
By Anders Ferguson
The failure of Pacific Gas & Electric (PG&E) to provide power safely to Northern California has been a human and economic nightmare, while highlighting the ineffective regulatory oversight of the investor-owned utility.
But as tragic as this has been, the fallout has created new momentum for a safer, greener era of power generation and distribution in the Golden State and potentially elsewhere.
All of us at Veris stand in solidarity with the family of George Floyd, and the many others who have been a victim of police brutality and injustice.
Members of the Veris team, along with Veris supporters Laurie Emrich, Ellen Remmer, Caroline Gabel and Jed Sturman, recently met with the SEC to discuss rule changes that will severely restrict shareholder activism. The meeting was one of the only in-person conversations between the SEC staff and investors. This blog discusses the proposed changes.
By Tim Kingsbury, Wealth Manager
The SECURE Act, passed on Dec. 20, 2019, contains some major changes governing IRAs and retirement plans, charitable contributions, 529 plans and college student loan debt, among other financial matters. In this blog, we focus on key provisions of the Act to help you plan ahead.
Growth in Public Products Accelerates As GLI Marks 10th Anniversary
By Patricia Farrar-Rivas and Alison Pyott
The flow of assets in Gender Lens Investing (GLI) continues to grow rapidly.
According to a new analysis by Veris Wealth Partners, asset growth in GLI products accelerated and totaled $3.4 billion as of June 30, 2019. In our 2018 GLI analysis, we reported $2.4 billion invested in GLI products.
By Jane Swan and Roraj Pradhananga
The year started with a robust recovery from the negative returns at the end of 2018, followed by a resting period in the third quarter, and then more growth at the end of 2019.
The Veris team mourns the sudden loss of Jud Bergman and his wife, Mary Miller-Bergman, with great sadness.
Jud was more than just a great friend and strategic partner of Veris.
By Anders Ferguson and Casey Verbeck
Our Impact Report is the latest in a series of annual updates summarizing key developments around the world. The report is also an affirmation that the impact investing community is making good on its value proposition: To deliver market performance and positive social and environmental impact.