A Thought Leader in Impact Investing

Read the Veris blog, our proprietary research and the Veris Interview.

Read the Veris Blog

SECURE Act 2.0: What Does this New Law Mean For You?

The Securing a Strong Retirement Act, otherwise known as SECURE Act 2.0, was passed into law in December of 2022. This legislation changes hundreds of rules related to 401(k), 403(b), traditional and Roth IRAs and other types of retirement accounts. Here are five provisions in SECURE 2.0 that you might want to be aware of.

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Research

  • November 2022: Veris Wealth Partners
    2022 Impact Report:
    Our 2022 report demonstrates our investment themes in action while detailing the results of our work in shareholder activism, our efforts to dismantle obstacles to diversity, equity, inclusion, and belonging within our firm and across our industry, and much more.

  • November 2020: Veris Wealth Partners
    2019 – 2020 Impact Report:
    It is with much gratitude that we share Veris Wealth Partners latest firm wide Impact Report. The report summarizes key developments around the world of ESG and impact investing.

  • October 2020: Veris Wealth Partners
    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: Veris Wealth Partners
    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 2019: Veris Wealth Partners
    2018 Impact Report: Sustainable and Impact Investing Continues to Transform Business and The Capital Markets
    Veris is pleased to publish its 4th annual Impact Report. In this year’s edition, we highlight the positive developments in impact and sustainable taking place around the world.

  • November 2018: Veris Wealth Partners
    2017 Impact Report: A Breakthrough Year
    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 worked with in 2017.

  • October 2018: Veris Wealth Partners
    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: Veris Wealth Partners
    The Investment Opportunities In Community
    Wealth Building and Social Justice
    Judging by the growing product offerings, there will be opportunities for private capital to address income inequality, promote inclusive growth and quality jobs, and advance human rights and social justice.

  • December 2017: Veris Wealth Partners
    Veris Wealth Partners 2016 Impact Report
    The 2016 Impact Report reflects the continued progress we’re making as a global community of individuals and organizations dedicated to sustainability.

  • November 2017: Veris Wealth Partners and Catalyst At Large
    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.

  • March 2017: Veris Wealth Partners
    2015 Annual Impact Report
    We are proud to share the inaugural Veris Impact Report, our first annual analysis looking at the state of impact of the managers with whom we invest and the companies in which they invest. Together, we are transforming our communities, our environment, and the companies we do business with.

  • November 2016: Veris Wealth Partners and Women Effect
    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.

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The Veris Leadership Interview

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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