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Vert Asset Management LLC

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are investor members to GRESB. 

We encourage our holdings to report to GRESB. 

          US SIF
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are active members of US SIF. We sit on their education committee. Sam Adams (CEO) spoke on one of their live courses. Sarah Adams (CSO) was invited to speak on a live course (but it was canceled). 

Sarah Adams (CSO) was selected to participate in their first Policy Leaders Program. Ms. Adams attended a US SIF Capitol Hill Day as part of the California delegation to educate Senate and House Representatives' elected officials on the growing demand for sustainable investments.

          B Lab - Certified B Corp
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We became a Certified B Corp.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          We hosted 4 independent events around sustainable investing during 2018 - 1 workshop on communicating with clients, 1 panel of financial advisors, 1 panel of asset managers, and 1 webinar.
        

Frequency of contribution

Description

          We work closely with academia on our Investment Research Group.
        

Frequency of contribution

Description

          Became a Certified B Corp to lead by example and to raise awareness around better business practices.
        

Frequency of contribution

Description

          Our CEO spoke and/or participated on panel about sustainable investing at 3 investment industry SRI Conferences and 3 real estate conference.
        

Frequency of contribution

Description

          We published case studies, company profiles, and an impact report.
        

Frequency of contribution

Description

          Provided input into "Leadership Initiative on Corporate Engagement with Public Policy" to create and propose non-binding guidance on corporate engagement to supplement the UN Guiding Principles on Business and Human Rights.
        

Frequency of contribution

Description

          Sam Adams published an article on Advisor Perspectives about how ESG is not SRI.
        

Frequency of contribution

Description

          We are on the education committee of the US SIF.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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