WHAT WE DO
Investments
We design and build mutual funds so investors can more easily construct sustainable portfolios.
Education
We teach ‘why’ its 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) 2019 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.
We designed the Vert Global Sustainable Real Estate Fund to make it easy for investors to move their money toward sustainability. The Fund 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
EDUCATION
EDUCATION
How to Talk to Clients About Sustainable Investing
Sam Adams, CEO of Vert Asset Management, shares how skilled advisors communicate with clients about sustainable investing. Advisors will learn compelling ways to articulate:
– Their personal Sustainability Story
– Their Sustainable Investment Philosophy
– The Sustainable Investing Spectrum: ESG, SRI, and Impact
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Disclosure
This presentation was prepared by Vert Asset Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain 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. Additional information about our firm is also available at www.adviserinfo.sec.gov. You can view the firm’s information on this website by searching by our firm name.
This presentation is for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person. Neither the information nor any opinion expressed in this presentation constitutes an offer, or an invitation to make an offer, to buy or sell any securities. This material is not authorized for re-distribution unless it is accompanied by strategy disclosures. The information in this presentation is given as of the date indicated and believed to be reliable. Information that has been obtained from third party sources is believed to be reliable, but we do not guarantee their accuracy or completeness nor do we assume no obligation to update this information, or to advise on further developments relating to it.
ARTICLES
PODCASTS
PODCAST
Intelligent Advisor Podcast
Robin Powell hosts Sam on his podcast to ask him the tough questions on sustainable investing.
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Sources
PODCAST
Sustainable Investing: 3-Part Series with AICPA
Sam Adams talks with AICPA about how to approach sustainable investing.
PODCAST
The Sustainability Transition
The role of the investor, their advisor, and Vert in evolving capitalism.
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Sources
11:40 minutes: Individual investor interest survey is from Morgan Stanley Institute for Sustainable Investing paper titled, “Interest and Adoption of Sustainable Investing Continue to Grow.”
13:50 minutes: Statistic referencing 7 of 10 world’s largest pension funds invest on an ESG basis is from Willis Tower Watson and Business Times.
POSITION PAPERS
Interactive online workshops helping you navigate the intersection of sustainability and investments — designed and hosted by Vert Education and Consulting.
Build It Bootcamp
This workshop enables advisors to articulate their sustainable investment offering to prospects and clients.
Location
Online
Build Your Sustainable Portfolios
Construct your Environmental, Social, and Governance model portfolios with our frameworks and research guidance.
TUESDAYS
10:00-11:30am (PT)
Build Your Communications Toolkit
Develop concise and compelling content to present your ESG offering using our templates and examples.
WEDNESDAYS
10:00-11:30am (PT)*
Build Your Business
Integrate sustainability into your business development strategy.
THURSDAYS
10:00-11:30am (PT)*
*Wednesday and Thursday’s main session will be preceded by an optional 30 minutes
“office hours” from 9:15-9:45am (PT) to answer questions on the previous day’s topic.
Workshops are limited to 20 participants each.
Contact us for a detailed agenda and register your interest to attend.
*Each day is approved for 1.5 hours of CFP® CE credits.
For information about