By Jane Swan, Partner and Senior Wealth Manager
Stock markets finished 2018 with the worst quarter in more than seven years and the first year of negative returns in 10 years. All major global risk asset classes had negative returns. This includes stocks, REITs, and high yield bonds. As we look to the year ahead, we work to keep all of this in perspective. In addition, as impact investors we consider long term implications of all opportunities.
By Anders Ferguson, Partner
Public companies committed to sustainable innovation are playing a growing role in transforming the global economy.
In the past year, we’ve seen this commitment translated into new thinking that is addressing climate change and the environment, while placing more emphasis on positively impacting the communities in which companies operate.
Veris is proud to announce the release of its 3rd annual Impact Report, highlighting the collective achievements of its clients, the Veris team, and the investment managers we work with.
By Patricia Farrar-Rivas, Alison Pyott, Luisamaria Ruiz Carlile
Linda Pei had a vision. In 1993, she launched the Women’s Equity Mutual Fund, the first U.S. fund investing in companies with positive track records ofhiring, promoting and generously compensating women.
Her fund marked the birth of “gender lens investing” (GLI), which is founded on the premise that investing intentionally for gender balance and equity can generate both financial and social returns.
By Helene Marsh, Veris Client
Climate change can be an overwhelming topic for any individual or community. So how can anyone make a meaningful difference?
That’s the question my friend, Sarah Loughran, and I had been asking ourselves for several years. Today, supported by a concerted community effort, we’ve succeeded in helping eight Marin County municipalities reduce greenhouse emissions by purchasing 100% renewable energy for their government facilities.
By Lori Choi, Partner
“Opportunity Zones” are a hot topic in impact investing these days, but what are they and why might they be important for investors?
Embedded in the new Tax Cuts and Jobs Act signed into law, December 2017, are provisions around “Opportunity Zones.” They ask governors of all states and territories to designate up to a quarter of low-income census tracts as investible zones.
Why is this program important?
By Jane Swan, CFA, Partner
After a rough start to 2018 in US financial markets, domestic equities are largely back on track. The charts below show the return for each asset class and highlight the strong return of US markets in the quarter. The losses of the first quarter were reversed. This wasn’t the case in international markets, which were very negative. Fixed income markets reacted to yet another interest rate hike and produced flat returns.
By Luke Seidl
The past 12 months have been a big opportunity for investors interested in Community Wealth Building and Social Equality.
Judging by the growing number of product offerings, there will be many new ones in the next 12 months.
In this blog, we highlight a few of the opportunities.
By Anders Ferguson and Nicole Davis
Veris was just named Best for the World by B Corp – for the sixth year in a row.
We’re very proud to achieve this milestone and are equally honored to be recognized among the best of the best. Veris was named in the top 10% of all 2,400 B Corps around the world.
By Patricia Farrar-Rivas, CEO
At the recent Confluence Philanthropy’s Practitioners Gathering, I couldn’t help but notice the growth of interest and attendance in the panels with a racial equity focus. I left the conference more emboldened than I have been in a while.
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