Research From the Veris Team

  • 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.