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.
Economic Update Q4 2016
By Jane Swan, CFA, Senior Wealth Manager
As the market adjusts and tries to make sense of the results of the U.S. election, financial markets have been mixed.
Analyzing The Phenomenal Growth Of Impact Investing
By Michael Lent, Partner, CIO
US SIF: The Forum for Sustainable and Responsible Business released its 2016 Biennial Report on US Sustainable, Responsible and Impact Investing Trends, and there was much good news in it.
Economic Update Q3 2016
by Jane Swan, CFA, Senior Wealth Manager
In an election year with no shortage of drama and surprises, the market has been relatively calm and steady. Market volatility often increases during an election year as uncertainty looms over the potential market impact of a new administration.
What Is Sustainability, Anyway?
By Anders Ferguson, Partner
Most of us dedicated to sustainability tend to think about it terms of the big issues – climate change, food scarcity, clean water and other global environmental and social issues. After returning from Generation Investment Management’s most recent conference, my perception about creating sustainable businesses and systems evolved markedly.
