A Thought Leader in Impact Investing
Read the Veris blog, our proprietary research and the Veris Interview.
Read the Veris Blog
Shareholder Advocacy Update: Veris Clients Leverage their Equity Ownership to Advance Diversity, Racial and Social Justice, and Environmental Stewardship
By Pat Addeo and Karen Walls
Our shareholder proxy engagement initiative with Aperio and As You Sow this 2020 – 2021 proxy season once again demonstrated that engagement with corporations on ESG issues is an effective tool for bending the arc of capitalism to benefit all stakeholders. This year was a transformational year and shareholders took little time to address issues concerning COVID-19 and the social justice and wage inequities many in our country experienced. The Trump administration also proposed and then enacted changes to the SEC shareholder engagement Rule 14a-8 before the election of a new administration.
A Much Needed Equitable Growth Era for Community Wealth Building
By Michael Lent, Roraj Pradhananga, & Casey Verbeck
Community wealth building solutions aim to help address racial and gender discrimination and spread prosperity while ensuring sustainable economic growth in historically marginalized and under-resourced communities.
Research
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May 2021: Veris Wealth Partners
Economic Outlook: A Roaring Start to the 2020s
An economic outlook from the first quarter of 2021. By Jane Swan, CFA and Roraj Pradhananga, MBA, CPA . -
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.
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.
