Vert Celebrates the 5th Anniversary of its Global Sustainable Real Estate Fund
Vert Asset Management, a dedicated ESG investment manager, recently announces the 5th anniversary of Vert Global Sustainable Real Estate Fund (Ticker: VGSRX), an open-end mutual fund which seeks to achieve long-term capital appreciation. The Fund invests across the globe in publicly listed real estate investment trusts (REITs) using evidence-based environmental, social and governance (ESG) criteria.
“Five years ago, we created first sustainable real estate mutual fund in the U.S. Financial advisors were looking for more choices in ESG funds to complete their asset allocations. They asked us for a pure real estate fund that meets their clients’ preference for sustainability,” said Sam Adams, Vert Chief Executive Officer and Co-founder.
The Fund ended the most recent quarter with $154.6 million assets under management (September 30, 2022). VGRSX is available on most independent platforms including Schwab, TDAmeritrade, Fidelity, Pershing, and UBS among several others. Over 100 financial advisors use the Fund for their real estate allocation in their sustainable portfolios. “We are delighted to be able to offer the Vert Global Sustainable Real Estate Fund in our ESG portfolios as we have seen new interest for sustainable investments from 401(k) plans and their participants”, said Tom Pohlen, Retirement Plan Consultants.
The Fund’s proprietary ESG research methodology integrates academic research, industry best practice, and third-party datasets to evaluate companies for sustainability. The portfolio buys REITs that are leaders in sustainability. Professor Gary Pivo, a member of Vert’s Investment Research Group, said, “We have witnessed a profound increase in the quantity and quality of ESG data that is available to investors over the past five years. More companies are disclosing their performance and more companies are making commitments to sustainability.”
Vert is an active shareholder and engages regularly with portfolio companies on important sustainability issues. 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 advocate for companies to incorporate climate strategy into their business strategy. We also collaborate with other asset owners and industry bodies to speak to REITs about climate risks and asset-level sustainability plans.”
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About Vert Asset Management
Vert Asset Management is a dedicated ESG fund 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.
About Dimensional Fund Advisors
Dimensional Fund Advisors is a global investment firm that has been translating academic research into practical investment solutions since 1981. With clients around the world, Dimensional has 14 offices in ten countries and global assets under management of US$540 billion as of September 30, 2022.
Mutual fund investing involves risk. Principal loss is possible. Investors should be aware of the risks involved with investing in a fund concentrating in REITs and real estate securities, such as declines in the value of real estate and increased susceptibility to adverse economic or regulatory developments. Investments in foreign securities involve political, economic and currency risks, greater volatility and differences in accounting methods. The Fund’s focus on sustainability may limit the number of investment opportunities available to the fund and at time the fund may underperform funds that are not subject to similar investment considerations. Diversification does not guarantee a profit or protect from loss in a declining market.
Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the summary or statutory prospectus, a copy of which may be obtained by calling 1-844-740-VERT or visiting the Fund’s website, www.vertfunds.com . Please read the prospectus carefully before you invest.
The Vert Global Sustainable Real Estate fund is distributed by Quasar Distributors, LLC.