Our Engagement Philosophy


We practice engagement in three distinct ways.

We are investors that want to see change in corporate behavior. Equally, we are also a company that wants to build our business practices to high standards. Vert practices engagement in three ways: 1) being a model company for small businesses, 2) advocating for financial service initiatives, 3) being an active shareholder through direct shareholder engagement.

A Model Company for Small Businesses

We endeavor to demonstrate leadership among on how to run a business with sustainability at the center of our mission. We became a Certified B Corp to signal to our clients and others that we are dedicated to managing and operating our business in an ethical and sustainable way. Learn more about our affiliations.

Financial Services Initiatives

Vert advocates in working groups that are advancing policies addressing sustainability within the financial services industry. Vert is a member of The Forum for Sustainable and Responsible Investment (US SIF) and Global Real Estate Sustainability Benchmark (GRESB). Learn more about our affiliations.

Active Ownership

Vert’s shareholder engagement is multi-layer. We want companies to understand that taking care of the triple bottom line of people, planet, and profit, is a more successful way to run their business. One aspect of our engagement, is to communicate directly with companies we hold in our fund. The next layer of our engagement is to reach out to those we do not yet hold in our fund to make these companies aware of sustainability initiatives that they could potentially participate in. We design our active ownership engagement in close consultation with the real estate industry, ESG research providers, and clients.

Additionally, we coordinate with other asset owners on selected environment, social and governance campaigns to bring a unified front to companies on specific issues. Where appropriate, we would file shareholder resolutions in coordination with other asset owners.

Vert, as a shareholder, tries to influence company behavior by voting proxies. Our proxy voting policy is aligned with our concern for good corporate governance, environmental stewardship, and social well-being.

An annual report on our shareholder efforts and our proxy voting will be publicly available on our advisor website.