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September 12, 2024

A Conversation with Christi Electris and Sharlene Brown of the Croatan Institute on Ensuring a Just Transition

Croatan Institute is an independent, nonprofit research and action institute whose mission is to build social equity and ecological resilience by leveraging finance to create pathways to a just economy. We recently sat down for a conversation about climate justice and what it will take to bring about a just transition with the Institute’s Executive Director Christi Electris and Senior Fellow and Director of the Institute’s initiative on Racial Equity, Economics, Finance, and Sustainability (REEFS), Sharlene Brown. An excerpt of this conversation was published in Veris’ 2024 report A Framework For Investing in a Just Transition.

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August 20, 2024

Veris Economic and Market Update: Q2 2024

By Jane Swan, CFA and Roraj Pradhananga, CIMA & CPA

The first half of 2024 has brought significant volatility to stock markets, expectations about possible interest rate cuts, and to our political process in the United States. In our summer letter we aim to make sense of this volatility and help shed light on some of the possibilities in the months ahead. 

The US economy remains resilient, but growth is starting to slow, as many households have depleted their excess savings and as the labor market has begun to soften. Elevated interest rates, tightening lending standards and slowing consumer credit growth are expected to continue to be headwinds. US consumer sentiment has decreased to a 7-month low in June as higher prices continue to weigh heavily on Americans’ finances and impact their living standard.¹

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July 22, 2024

BIPOC Mental Health Awareness Month Resources

July is National BIPOC Mental Health Awareness Month in the United States. This month is dedicated to raising awareness of mental health resources, support, and treatment options that are available for racial and ethnic minorities in America and advocating for policy changes that will make quality care options more accessible to Black, Indigenous, People of Color (BIPOC) and Asian American and Pacific Islander communities. 

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July 11, 2024

Veris Wins Three WealthBriefing Wealth For Good Awards in 2024

Our firm is honored to announce that our CEO and firm were awarded WealthBriefing Wealth for Good Awards in three categories in 2024:

  • Stephanie Cohn Rupp won the award for CEO Pursuing Leadership in Wealth Management. In their citation, the award judges wrote “Stephanie’s approach to impact investing was demonstrated to a very high level and is clearly aimed at supporting sustainable and regenerative ventures at a grass roots level, and across a diverse diversity and inclusion agenda.” 
  • Veris won in the Thought Leadership (Americas) category. Judges cited our firm’s report on Investing in Diversity, Equity, Inclusion & Belonging and contributions on themes ranging from gender-lens investing to the climate crisis. 
  • The firm also won the award for Internal Diversity, Equality, and Inclusion Program (Americas). Judges cited Veris’ work to diversify its own team while moving forward the industry conversation—including our equity, diversity and inclusion (EDI) due diligence framework.  

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June 26, 2024

Veris Interview Series: Timothy Smith

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June 17, 2024

Roraj Pradhananga Interviewed About ESG Investing on ScrippsNews

Full Transcript

Chris Stewart: He is Co-Chief Investment Officer and Managing Director at Veris Wealth Partners. Thank you for taking the time to be with us. Your group specializes in ESG investing. What’s an example of a company that is a good ESG investment?

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