Vert AM Celebrates 7th Anniversary of Global Sustainable Real Estate Fund

Vert Asset Management recently celebrated the 7th anniversary of Vert Global Sustainable Real Estate ETF (Ticker: VGSR). The ETF invests across the globe in publicly listed real estate investment trusts (REITs) using evidence-based environmental, social and governance (ESG) criteria.

“Seven years ago, we launched the Vert Global Sustainable Real Estate Fund to provide investors a fund that delivered both a true sustainable investment experience and competitive financial performance. We are gratified to have delivered so far.” said Sam Adams, Vert Chief Executive Officer and Co-founder.

In December 2023, the company converted the mutual fund to an ETF to meet the evolving needs of the wealth management community.

The fund has outperformed its benchmark, the S&P Global REIT Index, over the trailing 1-year, 3-year, 5-year periods and since inception. As of October 31, 2024, the ETF had $423 million assets under management. Over 150 financial advisors use the ETF for the real estate allocation in their portfolios.

Vert uses a proprietary research methodology that integrates academic research, industry best practice, and real estate specific datasets to evaluate companies for sustainability. The portfolio only buys publicly listed REITs that are leaders in sustainability. Professor Gary Pivo, a member of Vert’s Investment Research Group, said, “The quantity and quality of ESG data has improved dramatically over the past seven years. As more and more companies make stronger commitments to sustainability our process has become more stringent. It’s much harder for firms to qualify now than it used to be.”

Vert is an active shareholder and works with portfolio companies and industry groups to advance sustainability. Sarah Adams, Vert Chief Sustainability Officer and Co-founder, added, “Every year we write to the REITs we hold to encourage them to take the next step to more sustainability. We’ve become known as an investor-advocate for climate risks as a material component of an organization’s business strategy. We also collaborate with industry non-profits to develop resources on reporting climate risks and asset-level sustainability plans.”

For additional information, please inquire at: info@vertasset.com

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About Vert Asset Management

Vert is a dedicated sustainability-focused investment manager. Founded in 2016 in San Francisco, California, Vert’s mission is to mainstream sustainable investing. The firm works in close consultation with academic experts and experienced portfolio managers to create investment products that promote sustainability and deliver competitive financial returns. As a business, Vert practices the triple bottom line approach by focusing on people, planet and profit. Learn more at https://vertfunds.com/fund-information.

Disclosures:

ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF\’s ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.

Investing involves risks. The risks related to investments in real estate securities include, but are not limited to, adverse changes in general economic and local market conditions; adverse developments in employment; changes in supply or demand for similar or competing properties; unfavorable changes in applicable taxes, governmental regulations, or interest rates; operating or developmental expenses and lack of available financing. The Fund could lose money due to the performance of real estate-related securities even if securities markets generally are experiencing positive results due to the concentration in real estate-related securities. The Fund’s focus on sustainability considerations (Environmental, Social and Governance “ESG” criteria) may limit the number of investment opportunities available to the Fund, and as a result, at times, the Fund may underperform funds that are not subject to similar investment considerations.

Any tax information provided is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give tax advice.

The Vert Global Sustainable Real Estate Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory, and if available summary prospectuses contain this and other important information about the investment company and may be obtained by calling 1-844-740-VERT or visiting www.vertfunds.com . Read carefully before investing.

The S&P Global REIT Index is drawn from constituents in the S&P Global Property Index. Constituents must conform to the legal structures that define a real estate investment trust in the U.S., or similar guidelines in the country of their domicile. The REITs in the index are primarily companies that invest in buildings, which are human occupied or used for storage. The REIT indices specifically exclude timber REITs, mortgage REITs and mortgage-backed REITs. One cannot invest directly in an index.

The Vert Global Sustainable Real Estate ETF is distributed by Quasar Distributors, LLC. Vert and Dimensional are unaffiliated with Quasar Distributors.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission and acts as subadvisor to Vert Asset Management for the Vert Global Sustainable Real Estate ETF.