Impact in Action

Investing in Diversity, Equity, Inclusion & Belonging: 2023 Report from Veris Wealth Partners

Explore the Veris Wealth Partners' report on multi-asset-class investing in support of diversity, equity, inclusion and belonging (DEIB): “Investing in Diversity, Equity, Inclusion & Belonging: 2023 Report from Veris Wealth Partners.” Veris Wealth Partners, an impact-investing wealth management firm, released this comprehensive document that provides valuable insights into the company's commitment to fostering diversity, equity, and inclusion within its organization and the broader financial industry.

This report delves into Veris Wealth Partners' ongoing efforts to promote DEIB, outlining its strategies, progress, and initiatives undertaken during the reporting period. It offers readers a transparent and informative overview of the company's achievements, challenges, and aspirations in the realm of diversity and inclusion. All of which are important to consider when approaching impact investing from a racial equity standpoint. This report showcases how DEIB can be integrated into investment practices to create positive social and environmental impacts, making it a valuable resource for investors, clients, and industry stakeholders seeking to drive meaningful change.


  • Purposeful Investing: Discover how Veris Wealth Partners aligns its investment strategies with DEIB principles, showcasing a commitment to creating positive social and environmental impacts while delivering financial returns.

  • Leadership Commitment: Understand the integral role played by the firm's leadership in championing DEIB efforts, ensuring that DEIB is embedded in the company's core values and decision-making processes.

  • Workforce Diversity: Through data and statistics, the report showcases Veris Wealth Partners' efforts to build a diverse workforce, recognizing the value of diverse perspectives in achieving better outcomes for clients and contributing positively to the industry.

  • Inclusive Initiatives: Explore the numerous initiatives undertaken by Veris to promote inclusivity among employees, including training programs, mentorship opportunities, and the development of employee resource groups.

  • Community Engagement: Learn about the company's active engagement with communities and organizations committed to advancing social and racial justice, underscoring its broader societal impact beyond the financial sector.

  • Sustainability Integration: Gain insights into how Veris Wealth Partners seamlessly integrates sustainability and DEIB goals, emphasizing its holistic approach to creating a more equitable and environmentally responsible financial industry.

  • Larger Scale Aims: Discover the firm's vision and goals for the future, as it continues to work tirelessly to enhance DEIB practices within the organization and advocate for change throughout the financial industry. By publishing this report, Veris Wealth Partners contributes to a growing body of knowledge and best practices in the impact investing sector. This can catalyze industry-wide change by encouraging other firms to prioritize DEIB and integrate it into their investment strategies.

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