Economic & Market Update: Q3 2025
Amidst ongoing US policy unpredictability and signs of a softening labor market, the US economy and markets have continued to demonstrate notable resilience.
Read the Veris blog, our proprietary research and the Veris Interview.
Amidst ongoing US policy unpredictability and signs of a softening labor market, the US economy and markets have continued to demonstrate notable resilience.
Tim Kingsbury, CFP examines some of the most significant changes the One Big Beautiful Bill Act (OBBBA) bill will bring for high-income-earning and high-net-worth taxpayers, as well as suggestions for action steps that readers may wish to consider in light of these shifts.
At Veris, we believe lasting change in public markets is achieved not by exclusions, but through active shareholder engagement. Shareholder resolutions – when strategically applied – can prompt corporations to […]
December 2024: 2024 Impact Report
Veris’ 2024 Impact Report shares the social and environmental outcomes our clients collectively achieved in one year through their investments and stories of innovators we have supported who are striving to make this a more just, equitable, and sustainable world.
September 2024: Just Transition Investment Framework
Info on investing in a just energy transition to net zero and Veris’ Just Transition framework for investors seeking to invest with a climate justice, environmental justice, and energy justice lens. Includes examples of investment opportunities aiming for just transition outcomes.
December 2023: 2023 Impact Report
Veris’ 2023 Impact Report shines a light on the environmental and social impact of our clients’ investments and our operations as a firm. This year’s report focuses on climate and environmental justice and launches the Veris Just Transition Investment Framework.
October 2020: The Convergence of Regenerative Agriculture, Forestry and Climate Solutions
A quiet, interconnected revolution is remaking Agriculture, Forestry and Climate Change Solutions. These ideas are among the most transformative of the past 50 years. They are prompting a re-evaluation of long-standing business practices in agriculture and forestry, with the goal of more effective allocation of resources and protection of the environment.
July 2020: PG&E, Climate Change and the Sustainable Path Forward
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.
October 2018: Gender Lens Investing: Bending the Arc of Finance for Women & Girls
Interest in Gender Lens Investing continues to grow significantly. In its latest report on Gender Lens Investing, Veris Wealth Partners examines the key developments of the past 12 months and highlights the investment providers who are meeting the growing investor demand.
August 2018: The Investment Opportunities In Community
Wealth Building and Social Justice
Judging by the growing product offerings, there will be opportunities for private capital to promote inclusive growth and creation of quality jobs, and advance human rights and social justice for all.
November 2017: Gender Lens Investing Assets Rise 41% In Past Year
Gender Lens Investing assets continue to grow strongly, rising 41% to $910 million in the 12 months ended June 30, 2017, according to an analysis by Veris Wealth Partners in collaboration with Suzanne Biegel of Catalyst At Large.
November 2016: Project Rose
Project Rose is the definitive tracker of funds and products investing with a gender lens mandate in global public debt and equity securities. The data in this spreadsheet was compiled over a period of months by Veris Wealth Partners.
One of the most rewarding parts of our work at Veris is engaging with thought leaders whose views and initiatives are having a positive impact on the world. We hope you enjoy the Veris Leadership and encourage you to share it.

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