Read our position paper.
Assets managed in the US with an Environmental, Social, and Governance (ESG)
strategy increased over the last decade. This position paper provides an update
on the proliferation of Sustainable Investing and in particular the growing
adoption of ESG investing strategies and what this means for financial advisors
and individual investors.
- ESG investing is NOT the same as Socially Responsible Investing (SRI).
- Many institutional investors are now employing sustainability strategies to
manage their portfolios. - Portfolios managed with sustainability considerations can perform as well as
conventional portfolios. - A growing number of financial advisors and individual investors are investing for sustainability.
DISCLOSURES
The information contained in linked articles was obtained from various sources. Vert Asset Management LLC (“Vert”) does not guarantee the accuracy or completeness of information provided by third parties. The information in the articles are given as of the date indicated and believed to be reliable. Vert assumes no obligation to update this information, or to advise on further developments relating to it.
Vert Asset Management, LLC, is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. ADV Part 2A can be obtained by visiting adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.
The information contained in linked articles was obtained from various sources. Vert Asset Management LLC (“Vert”) does not guarantee the accuracy or completeness of information provided by third parties. The information in the articles are given as of the date indicated and believed to be reliable. Vert assumes no obligation to update this information, or to advise on further developments relating to it.
Vert Asset Management, LLC, is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. ADV Part 2A can be obtained by visiting adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.
