Investments: Building Sustainable Mutual Funds and Exchange Traded Funds (ETFs)
At Vert Asset Management, we meticulously design and construct funds that enable investors to easily build sustainable portfolios. We focus financial returns and also environmental, social, and governance (ESG) criteria. These funds are tailored to meet the demands of both individual investors and large institutional clients who are keen to contribute to a greener planet through their investment choices.
Education: Empowering Through Knowledge
We believe that a well-informed investor is an empowered investor. That’s why education is at the core of our approach to sustainable investing. Vert Asset Management provides comprehensive learning resources to explain not only why investing for sustainability is important but also how to do it effectively. From on-demand videos and webinars to white papers and newsletters, we equip financial advisors and investors with the necessary tools to understand and implement ESG and socially responsible investing (SRI) strategies.
Our co-founder and CEO, Sam Adams, in collaboration with Larry Swedroe, wrote “Your Essential Guide to Sustainable Investing,” which serves as a cornerstone resource for those interested in deepening their understanding of sustainable investment strategies.
Engagement: Accelerating Sustainability
Our co-founder, Sarah Adams, leads our engagement strategy. Vert Asset Management actively engages with the companies within our funds, the broader industry, and, importantly, our clients to foster greater understanding of sustainability topics. This three-pronged engagement approach ensures that sustainability is not just a part of our investment strategy but is integral to our business ethos.
Sustainable ETFs and Resources for Financial Advisors
Recognizing the pivotal role financial advisors play in the investment ecosystem, Vert Asset Management has developed specific ETFs focused on sustainability for the wealth management community. Alongside these products, we offer specialized educational programs to enhance advisors' confidence and competence in discussing and deploying ESG and SRI strategies within their asset allocation offerings.
This suite of resources is designed to demystify sustainable investing for advisors, enabling them to effectively communicate the value and impact of these strategies to their clients. The result is a more informed, effective advisor base that can drive the adoption of sustainable investing practices across a broader spectrum of the investment community.
Addressing Misconceptions and Expanding Horizons
While some may associate our expertise solely with sustainable real estate investing, Vert Asset Management is working to strategically expand its product offerings to include diverse investment solutions across various sectors. This expansion is a deliberate and slow process, allowing our initial investment product to achieve scale and maturity before introducing additional choices. This strategy ensures that each new product meets the high standards of performance and sustainability that our clients expect.
Investment Performance and Adoption
It is a common misconception that ESG strategies might underperform conventional portfolios. However, evidence shows that portfolios managed with ESG criteria can perform just as well, than conventional or traditional investment portfolios. This performance parity, coupled with the added benefit of promoting sustainability, is attracting a growing number of institutional investors and financial advisors.
The Future of Sustainable Investing
Looking ahead, Vert Asset Management remains dedicated to expanding its range of sustainable investing options. We are particularly focused on providing reliable, low-cost investment solutions that not only appeal to large institutional pension plans but are also accessible to individual investors. Our ongoing commitment to education, engagement, and product innovation positions Vert Asset Management as a leader in the sustainable investing field, ready to meet the evolving needs of our planet and its people.
At Vert Asset Management, we are not just managing assets; we are nurturing a greener future. Join us on this journey towards a sustainable tomorrow.
