Veris' Impact Reports and Research

  • Veris Wealth Partners annual impact report for 2023. Featuring highlights of the social and environmental impact of our clients' investments and shareholder activism. Also features the debut of our Climate Justice Investing Framework.November 2023: Veris Wealth Partners
    2023 Impact Report:
    Our 2023 report shines a light on the  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. 

  • DEIB Report CoverSeptember 2023: Veris Wealth Partners
    Investing in Diversity, Equity, Inclusion, and Belonging (DEIB)
    Veris shares our firm’s multi-faceted, intersectional approach to investing in diversity, equity, inclusion, and belonging to help close longstanding gaps and create wealth in under-resourced BIPOC communities. This report also includes Veris’ equity, diversity and inclusion (EDI) due diligence framework.

  • 2022 Impact ReportNovember 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.

  • December 2021: Veris Wealth Partners
    2020 – 2021 Impact Report:
    In recognition of the pressing challenges, we face globally and emerging opportunities to create greater positive impact, the overarching theme of this year’s report is The Time is Now. The theme is also an acknowledgement that time is, as said by our CEO Stephanie Cohn Rupp in her introduction to the report, “the greatest scarcity of all.”

  • September 2021: Veris Wealth Partners
    Community Wealth Building
    In depth research brief into the practice of making strategic investments in funds that help build wealth within communities that have been systematically excluded from economic success.

  • 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.

  • 2020 Research BriefJuly 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.

  • 2018 Impact ReportOctober 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 investing taking place around the world.

  • Impact Report ThumbnailNovember 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.

  • August 2016: Veris Wealth Partners
    Investing in Climate Solutions: Creating Sustainable Economies
    For policymakers, corporations and individuals, the effort to address climate change has moved into high gear, and poses significant new challenges—and opportunities—for investors. In this white paper, Veris takes a cautiously optimistic view on a new generation of climate solutions.

  • March 2015: Veris Wealth Partners
    Women, Wealth and Impact: Investing with a Gender Lens 2.0
    A ‘gender lens’ helps investors spot those enterprises that value diversity and gender inclusiveness. For those seeking to use their portfolios to empower women and girls, a gender lens is a “view finder” for those opportunities. Our paper explores the state of the field and the exciting, evolving array of investing possibilities.

  • September 2014: Envestnet Asset Management
    Exploration of the Cross-Section Return Distributions of Socially Responsible Investment Funds 
    This paper compares the cross-sectional performance (total returns, risk-adjusted returns, and risk exposures) of socially responsible (SRI) and conventional (non-SRI) mutual funds. The paper establishes that there exists economically and statistically significant and persistent differences in the cross-sectional performance between the SRI and non-SRI funds when comparisons are made at the quantiles of the return distribution away from the median.

  • July 2014: Veris Wealth Partners
    Emerging Research on Climate Change Risk and Fossil-Fuel Divestment
    Climate change is a significant risk and an important issue facing global markets today. As the effects of climate change continue to accelerate they will challenge corporate profitability and governments’ budget on a global scale, creating ripple effects in equity markets today and in the long term.

  • November 2013: Veris Wealth Partners
    Women, Wealth and Impact: Investing with a Gender Lens
    Each day, new research demonstrates the enormous, positive economic impact created by women and girls. The data shows we create better companies and communities by shifting the flow of wealth and power to women, whether we aim to lift women and girls out of poverty or bolster their leadership and entrepreneurial pursuits.

  • April 2013: Veris Wealth Partners
    Impact Investing Primer
    Every investment had impact, whether intended or unintended. Impact investors, however, specifically seek out investments whose environmental and social outcomes are positive and definable. As Impact Investing becomes more mainstream, there are increasingly more opportunities to invest with impact.

  • June 2012: Deutsche Bank Climate Change Advisors
    Sustainable Investing: Establishing Long-Term Value and Performance
    The evidence shows that Sustainable Investing can be a clear win for investors and for companies, although many SRI fund managers, who have tended to use exclusionary screens, have historically struggled to capture this. This article suggests that ESG analysis should be built into the investment processes of every serious investor, and into the corporate strategy of every company that cares about shareholder value.

  • November 2011: Harvard Business School
    The Impact of a Corporate Culture of Sustainability on Corporate Behavior and Performance
    “High Sustainability” companies are a distinct type of modern corporation, characterized by a governance structure that takes into account the environmental and social performance of the company as well as the financial performance, a long-term approach to maximizing inter-temporal profits, and an active stakeholder management process.

  • March 2011: Journal of Banking & Finance
    Does the Stock Market Fully Value Intangibles?
    Independent research from 1984 to 2000 shows that U.S. companies with human-capital-centered business strategies and high employee satisfaction rates significantly outperformed their competitors in stock value.