# Vert Asset Management

Vert Asset Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** vertasset.com
- **LinkedIn:** https://www.linkedin.com/company/vert-asset-management

## Regulatory record

- **CRD number:** 288445
- **SEC file number:** 801-110846
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288445

## About

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.

## Sectors

- Sustainable real estate

## People

- 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

## 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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Last updated: 2026-08-11T15:08:32.892Z

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