A Thought Leader in Impact Investing

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

Read the Veris Blog

Veris Fights for Shareholder Engagement

Members of the Veris team, along with Veris supporters Laurie Emrich, Ellen Remmer, Caroline Gabel and Jed Sturman, recently met with the SEC to discuss rule changes that will severely restrict shareholder activism. The meeting was one of the only in-person conversations between the SEC staff and investors. This blog discusses the proposed changes.

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The new SECURE Act: What You Should Know

By Tim Kingsbury, Wealth Manager

The SECURE Act, passed on Dec. 20, 2019, contains some major changes governing IRAs and retirement plans, charitable contributions, 529 plans and college student loan debt, among other financial matters. In this blog, we focus on key provisions of the Act to help you plan ahead.

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Research

  • 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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