Our Investment Approach
We believe investors can have a positive impact across asset classes. Explore details about how Veris invests and our intersectional impact investment themes.
How We Invest
We invest in intentional opportunities across public and private markets chosen for their potential to drive meaningful, lasting change. We believe values-aligned investing, impact private funds, community investment notes, and active shareholder advocacy can strengthen a portfolio’s positive impact while targeting returns consistent with the relevant asset class. As a firm we aim to:
Invest
Invest with managers whose investment processes integrate material impact and sustainability factors alongside financial considerations.
Believe
Believe that integrating material impact factors across asset classes can contribute to the financial resiliency of a portfolio while serving the values and goals of our clients.
Champion
Champion the idea that diverse teams can improve organizational and investment performance, and prioritize diversity and inclusion as a core value.
Seek
Seek to invest with inclusive managers who incorporate diverse perspectives in their decision-making processes.
Monitor
Monitor the financial performance and impact metrics of investments and managers to ensure alignment with client goals and expectations.
Impact Themes
Thematic Intersectionality
We believe interconnected challenges require intersectional solutions. An investment that advances one theme often amplifies the others—multiplying the impact we pursue on behalf of our clients.
Climate Solutions and the Environment
We aim to mitigate and adapt to climate change through client investments in renewables (solar, wind, geothermal), energy circularity and efficiency, green products, sustainable waste management, and natural resource conservation. We also pursue adaptation solutions and apply a climate justice lens—investing in communities most vulnerable to climate threats and pollution.
Sustainable and Regenerative Agriculture
We seek investment opportunities in agriculture that increase productivity, build food security, preserve biodiversity, and improve farmer well-being. Within this theme, we also look for strategies that extend capital access to under-resourced farmers of color and contribute to carbon reduction and sequestration.
Community Wealth Building
We aim to expand access to capital for communities that have been systematically excluded from economic opportunity—enabling home ownership, business creation, and generational wealth building. We seek investments that work to eliminate discrimination, protect human rights, and grow economic opportunity in under-resourced communities.
Racial and Gender Equity
We seek investments that aim to remove obstacles to opportunity, advance gender and racial equity, and support historically-excluded founders developing highly impactful products and services. We also pursue opportunities that align with climate justice and the transition to a more equitable, low-carbon economy.
Visit our values-aligned investing page to learn more about our approach to thematic impact investing.