Veris Wealth Partners

Climate Impact & Sustainability Data (2021)

52,767,415 Metric Tons (MT) of Greenhouse Gas (GHG) avoided or reduced across alternative strategies
135,107,099 tons of waste reduced through recycling, recovery, and substitution programs across public equity strategies
121,457,484 megawatt hours (MWh) of renewable energy generated across alternative strategies
109,254,927 megawatt hours (MWh) of renewable energy generated across public equity strategies
55.3% weighted average reduction in carbon intensity (tCO2e/USD 1mm) of approved public equity strategies vs. respective benchmarks
Orsted reduced Scope 1 and 2 GHG intensity by 87% and Scope 3 carbon emissions of its supply chain by 38% in 2021 versus the baseline in 2006.
Orsted diverted 67% of waste from disposal through recycling in 2021.
TemperPack ClimaCell usage displaced 65 million and 16 million pounds of CO2 emissions in 2021 and 2019, respectively
TemperPack diverted 13,000 pounds of waste in 2021

909,490 jobs created or supported across alternative strategies
29,202 jobs created or supported in low-income areas across alternative strategies
4,858,709 SMEs supported or financed across alternative strategies
Rwanda Bean Company retained seven employees and plans to create new full-time employment opportunities.
50% of Rwanda Bean Company’s profits go to Rwandan farmers for healthcare, education, and infrastructure services.
Rwanda Bean Company raised $20k to build a daycare & school in Gisagara and provided health insurance to over 1,100 Rwandan farmers and their families.
204 new affordable housing units were supported by proceeds from CHA bond issuances.
$17 million of proceeds were allocated across 8 affordable housing projects in 2021, with $13 million supporting the first phase of a development with 32% of units designated as public or income-restricted housing.

29 public policy letters signed in 2021
Veris clients sponsored and endorsed a total of 616 shareholder resolution opportunities including 31 resolution sponsorships and 585 resolution endorsements and supported shareholder resolutions at a total of 45 companies
In 2021, Veris approved public equity managers filed or co-filed 120 shareholder resolutions; 70 were withdrawn due to successful engagements and company commitments.
Discover published pay equity analysis in 2018 and its first Diversity, Equity, and Inclusion Transparency Report in 2022.
Discover set goals to increase representation of women and ethnic minorities at all management levels and increase Black and Latinx representation at all management levels by 2025.
Discover increased spending on diverse suppliers by more than 30% from 2020.

Medium-term Goals:

Short-term Goals:

Collaboration with industry organizations to respond to attacks on ESG investing
Investing in solutions designed to provide immediate positive impact for communities in need
Collaboration with other impact investors to create and finance investable solutions for environmental and climate justice
Investing in Community Development Financial Institutions (CDFIs)
Developing an EDI manager due diligence framework
Active ownership through shareholder resolutions and public policy advocacy
Engagement with portfolio companies to drive meaningful change on material ESG factors
Blended finance structures to ensure affordable farmland access for Latinx farmers

Climate Change Data