Vert Asset Management

Samuel Adams serves as Chief Investment Officer and is responsible for portfolio construction and ESG research. Rebecca White holds the role of Chief Operating Officer and oversees client advisory and engagement. The firm's investment committee includes senior analysts specializing in environmental and governance data (per the firm's ADV, 2023).

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).

No. Vert focuses on large- and mid-cap equities globally, typically selecting 40–60 names from developed markets. The firm targets companies with market capitalizations above $5 billion at time of purchase, ensuring liquidity and analyst coverage for its proprietary research (per the firm's ADV, 2023).

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).

Vert charges an advisory fee based on assets under management, typically ranging from 0.50% to 1.00% depending on account size. The firm does not accept commissions or performance-based fees from its clients (per the firm's Form ADV, 2023).

No. Vert is an independent registered investment adviser and is not affiliated with a single family. The firm serves multiple institutional and high-net-worth clients through separately managed accounts and a mutual fund (public record).

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).