Money Talks. Speak Up.®
Looking for a definitive go-to resource for sustainable investing?
Your Essential Guide to Sustainable Investing is a practical guide to investing for sustainability.
Sam Adams, CEO of Vert Asset Management, and co-author Larry Swedroe help investors wade through the web of confusing acronyms, conflicting ratings, and mass of fund offerings to identify solutions and avoid corporate greenwashing.
The authors provide a comprehensive review of the academic research on the performance and the impact of sustainable investing.
What We Do
Investments
We design and build mutual funds so investors can more easily construct sustainable portfolios.
Education
We teach ‘why’ it’s important to invest for sustainability, how to do so successfully, and what to expect from it.
Engagement
We engage with the companies in our funds, with the industry, and with our clients to accelerate sustainability.
Hear about our mission and investing for sustainability in real estate.
Sam Adams, CEO of Vert Asset Management, interviewed at the National Association of Real Estate Investment Trusts (NAREIT) ESG Forum.
Disclosure: The views and information discussed in this commentary are as of the date of publication, are subject to change, and may not reflect Vert Asset Management’s current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Vert Asset Management does not accept any liability for losses either direct or consequential caused by the use of this information.
Vert Global Sustainable Real Estate ETF
The ETF offers:
- Consistent exposure to sustainable real estate companies
- Evidence based Environmental, Social, and Governance criteria
- Broad diversification across countries and property sectors
- Active shareholder engagement
Getting Going with Sustainable Investing
Sam Adams, CEO of Vert Asset Management, shares:
- The difference between ESG, SRI and Impact investing
- A method to transition to sustainable investing
- The rising demand for sustainable investing and how companies are responding
Disclosure: Vert Asset Management is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
Insights
At Vert Asset Management, we’re on a mission to redefine the landscape of the financial advisory industry through the lens of sustainability. Since our inception in 2016, we’ve carved out a niche in sustainable investing and real estate, becoming a beacon for financial advisors seeking to enhance their service with a focus on Environmental, Social, and Governance (ESG) principles. Our comprehensive ESG training resources, including courses, tools, guides, and various other materials, are thoughtfully designed to empower advisors in mastering sustainable investing.
