Veris Wealth Partners Signs Onto The SME Climate Commitment to Achieve Net-Zero Emissions
Veris Wealth Partners is pleased to announce that we have formalized our longstanding goal to achieve Net-Zero carbon emissions by signing onto The Small and Medium Enterprise (SME) Climate Commitment. By making this commitment, Veris has pledged to:
- Reduce our greenhouse gas emissions by 50% before 2030*
- Achieve Net Zero Emissions before 2040
- Disclose our progress on a yearly basis
Veris Wealth Partners’ Equity, Diversity and Inclusion (EDI) Task Force Case Study Published as Part of the JEDI Investing Toolkit
by Roraj Pradhananga, Partner – Senior Research Analyst
GenderSmart, a global field building initiative dedicated to unlocking the deployment of strategic, impactful gender-smart capital at scale, recently launched a Justice, Equity, Diversity and Inclusion (JEDI) toolkit. This JEDI toolkit is designed to encourage allocators, investors and intermediaries to understand the dimensions of JEDI investing and start applying gender and JEDI lenses throughout their investment processes.
2022 CEO Letter
by Stephanie Cohn Rupp, CEO
It’s with great pleasure that I share with you reflections on 2021 from my perspective as CEO as well as Veris Wealth Partners’ vision and priorities for 2022.
2021 in Review: A Year of Growth
I am excited to report that 2021 was a year of significant growth for our firm. Veris exceeded $2B in Assets under Management (AUM) by October. Many new clients joined us in 2021, which resulted in 15% organic annual growth rate for the year.
Standing Our Ground
by Stephanie Cohn Rupp, CEO
By now you may have heard the news that, as of January 31, 2022, the private investment firm Rosemont Investment Group has partnered with Veris as a minority investor. We are thrilled to share this news, as this move means that we are successfully managing succession at Veris by doubling down on our independence and our commitment to impact investing by seeking out innovative financial partners as well as promoting from within.
Optimism that Leads to Achievement: A Letter from Patricia Farrar-Rivas and Stephanie Cohn Rupp
“Optimism is the faith that leads to achievement. Nothing can be done without hope or confidence.” ― Helen Keller.
After a tumultuous 2020, the world saw a shocking beginning to 2021. Despite the heartache and political and economic volatility we have seen signs of resilience that inspire optimism. We are optimistic, but understand we must all do our part to rise to the challenges of this moment. This dark time has led Veris Wealth Partners to become even more staunch in our commitment to growing equity and social justice and environmental solutions through impact investing.
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