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Looking for a definitive go-to resource for sustainable investing?

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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.

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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.

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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

We designed the Vert Global Sustainable Real Estate ETF to make it easy for investors to move their money toward sustainability.
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
Go To Vert Funds Site
Vert global sustainable real estate fund

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

 

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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.

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Vert Global Sustainable Real Estate ETF

Go To Vert Funds Site

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.

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Mastering ESG with Vert's Comprehensive Resources

Our dedication to fostering a sustainable future is encapsulated in our flagship product, the Vert Global Sustainable Real Estate ETF. This ETF is a testament to our commitment, offering investors consistent exposure to sustainable real estate companies, broad diversification, and active shareholder engagement, all underscored by evidence-based ESG criteria. Beyond this, our website, www.vertasset.com, serves as a treasure trove of information, offering insights into our sustainable investing strategies under the “investments” tab.

To complement our investment solutions, we've developed several educational materials fort financial advisors. These include white papers, newsletters, webinars, and on-demand videos, all designed to enrich advisors' understanding and execution of sustainable, ESG, and Socially Responsible Investing (SRI) principles in their asset allocation and model portfolios.

Elevating Your Expertise with Vert's ESG Training

Our primary educational offering, Vert's Build It Bootcamp, is an intensive workshop segmented into three modules over three days, each lasting 90 minutes. This program is specifically tailored for financial advisors, client-facing teams, and investment teams, aiming to either introduce a new sustainable investment offering or enhance existing ones. Vert’s Bootcamp fosters a collaborative learning environment, enabling participants to exchange insights and learn from fellow professionals in the field. With space limited to 15 participants, we ensure an intimate setting that promotes high interactivity and peer-to-peer learning. Each session is accredited with 1.5 hours of CFP® Continuing Education credits, covering topics including constructing ESG model portfolios, developing a sustainable investment communication toolkit, and strategies to grow a sustainable business.

The Vert Guide to Sustainable Investing

We amplified our thought leadership with the Vert Guide Series and the Vert Annual State of ESG Report. These resources are designed to keep financial advisors at the forefront of sustainable investing trends, offering practice management insights, the latest developments in ESG policy, and strategies to overcome resistance within their teams or clientele towards sustainable investing.

Our efforts extend beyond just sustainable real estate investing. Recognizing the burgeoning demand for diversified sustainable investment solutions, we are committed to developing a suite of products that cater to this need. We understand that while large institutional investors are conversant in sustainability, financial advisors may not feel as confident. Vert Asset Management bridges this gap by simplifying the process of investing for sustainability through low-cost investment vehicles and comprehensive education.

Why Vert Asset Management?

Unparalleled ESG Training and Resources: From our ESG courses and guides to our hands-on Bootcamp, we provide financial advisors with the knowledge and tools necessary to excel in sustainable investing.

Innovative Investment Solutions: Our Vert Global Sustainable Real Estate ETF and forthcoming investment products offer sustainable investment solutions tailored to the needs of today's conscientious investors. Vert combines ESG research and a disciplined rules-based process to deliver funds that seek to achieve investors’ twin goals of sustainability and market rates of return.

Thought Leadership: Through our annual reports, webinar series, and active engagement, we offer insights that keep advisors informed and ahead of the curve on sustainable investing.

Community and Support: We're not just about providing education; we're about building a community of like-minded professionals committed to sustainability. Our Bootcamp and webinars offer opportunities for advisors to connect, share insights, and grow together.

At Vert Asset Management, we're more than just a resource for sustainable investing; we're your partner in making sustainability a cornerstone of your financial advisory services. Whether you're looking to deepen your understanding of ESG principles, seeking to develop sustainable investing ETFs for the wealth management community, or aiming to integrate sustainable investing into your business model, we're here to help you lead in sustainability.

Embark on your journey with Vert today and redefine your career through the power of sustainable investing.