About Us

We're experts in ESG (environment, social, governance) topics in capital markets and financial services.

 

Your Course 
Instructors

Our instructors have decades of experience working at the intersection of finance and sustainability.

Sam Adams

With over 25 years of experience helping financial advisors grow their business, Sam knows what works and what doesn’t. 

He has helped hundreds of advisors in the US, UK, Europe and Australia develop their sustainable investment offering.

Sam is co-author, with Larry Swedroe, of Your Essential Guide to Sustainable Investing. Sam is an instructor of the Chartered SRI Counselor (CSRIC) Professional Designation Program.

Sam is a passionate alpinist, and believes capitalism can preserve his beloved mountains when enough investors embrace sustainability.

 

Sarah Adams

Sarah has been helping financial advisors integrate sustainability into their business since 2010.

She has expertise in impact investing, ESG standards and frameworks, shareholder advocacy, and sustainability certifications.

Sarah believes in human rights approaches to environmental protection and one way to do this is by building better businesses.

Sarah is an instructor of the Chartered SRI Counselor (CSRIC) Professional Designation Program. She also serves on the US SIF Education Committee.

We're also the founders of Vert Asset Management

We believe that investors can achieve twin goals sustainability and market rates of return.

At Vert, we focus on investments, education, and engagement.

  1. We build products to advance sustainable investing.
  2. We teach ‘why’ its important to invest for sustainability, how to do so successfully, and what to expect from it..
  3. We engage with the companies in our funds, with the industry, and with our clients to accelerate sustainability.
Visit our Advisor Site

The Fund offers:

  • Consistent exposure to sustainable real estate companies
  • Evidence based Environmental, Social, and Governance criteria
  • Broad diversification across countries and property sectors
  • Active shareholder engagement
Visit our Fund Site

We designed the

Vert Global Sustainable Real Estate Fund

to make it easy for investors to move their money toward sustainability.