Get Going Faster

On-demand resources to complete your sustainable investment offering.

Learn More

ESSENTIAL GEAR PACK

 

Position Paper

Adopt or adapt our White Label paper on Sustainable Investing to use as your own.

Client Presentation

White Label Slides to build your own story.

ESG Research File

The top research papers on ESG investing.

IPS Templates

Use our templates to document your clients choice for sustainability.

Example ESG Model Portfolios

Review 6 sets of Model ESG portfolios for ideas and inspiration.

ESG Manager Interview Guide

Use this guide to assess managers' commitment to sustainability.

WHO WILL BENEFIT

Investment Teams

Who need an ESG offering that complements their existing portfolios.

Client-Facing Advisors

Who want get better at speaking to clients about sustainability.

Business Developers 

Who want to attract new business with sustainability.

Purchase the Essential Gear Pack to download these resources.

  • Position Paper
  • Client Presentation
  • ESG Research File
  • IPS Templates
  • Example ESG Model Portfolios
  • ESG Manager Interview Guide

 

More questions? Email us at [email protected]

Vert's Essential Gear Pack

Essential Gear Pack

$79

Advisors keen to make rapid progress in rolling out their sustainable investment solution can purchase this collection of on-demand resources.

BUY NOW
Questions? Contact us.

By signing up, you agree to our Privacy Policy and our Terms of Use.