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Vert Asset Management
Vert Asset Management focuses on sustainable investing for the wealth management community. The firm designs and builds mutual funds so investors can more...
Vert Asset Management
Vert Asset Management focuses on sustainable investing for the wealth management community. The firm designs and builds mutual funds so investors can more easily construct sustainable portfolios, provides education on investing for sustainability, and engages with companies, the industry, and clients to accelerate sustainability. It offers the Vert Global Sustainable Real Estate Strategy, including an ETF with exposure to sustainable real estate companies using ESG criteria.
General information
Firm type
Asset Manager
Principals
Sam Adams
Chief Executive Officer & Co-founder
Sarah Adams
Chief Sustainability Officer & Co-founder
Jeff de Haan
Head of Europe & UK
Katie Calagui
Business Consultant & Coach
Dennis Mason
IACCP®, Chief Compliance Officer
Gary Pivo
Ph.D., Investment Research Group
Franz Fuerst
Ph.D., Investment Research Group
Judy McNary
Advisory Board
Brad Barber
Ph.D., Advisory Board
John Elkington
Advisory Board (Emeritus)
Daniel M. Wheeler
Advisory Board (In Memoriam)
Sam Adams
CEO of Vert Asset Management
Sector focus
Frequently asked questions
How does Vert source its ESG ratings?
Vert builds its own proprietary ESG scores using public filings, corporate disclosures, and third-party data providers. The research team scores each company on over 200 metrics covering environmental impact, social policies, and governance practices. This internal scoring system is designed to identify sector leaders and avoid greenwashing (per the firm's website, 2023).
What sectors does Vert explicitly avoid?
Vert has a formal exclusion policy for companies involved in thermal coal mining, oil sands, and controversial weapons. The firm also screens out any issuer with a history of severe environmental violations as flagged by regulatory bodies. These exclusions are reviewed annually (per the firm's website, 2023).
How does Vert engage with portfolio companies on ESG matters?
Vert practices active ownership by engaging directly with company management on environmental and governance improvements. The firm files shareholder proposals on climate risk disclosure and board diversity. It also votes proxies in alignment with its ESG criteria, publishing a voting record annually (per the firm's website, 2023).
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