Insights + Press

Betsey DiSanza 8/9/22 Betsey DiSanza 8/9/22

Acquisition of Veriti included in Wealth Management’s Riskalyze Fintech 5

Veriti Management acquisition included in the latest edition of WealthManagement.com's Riskalyze Fintech 5.

Betsey DiSanza 7/12/22 Betsey DiSanza 7/12/22

First Trust brings a large distribution force, with some 400 wholesalers, as well as credibility in the marketplace, to Veriti.

Betsey DiSanza 6/22/22 Betsey DiSanza 6/22/22

The appeal of direct indexing is a natural extension of the momentum behind passive indexed investing

Betsey DiSanza 5/13/22 Betsey DiSanza 5/13/22

Energy shortages of whatever origin prove the point of ESG advocates.

Betsey DiSanza 4/1/22 Betsey DiSanza 4/1/22

Direct indexing currently makes up only about 22% of the separately managed account industry’s total assets.

Betsey DiSanza 3/25/22 Betsey DiSanza 3/25/22

Hear from our Head of Responsible Investment, Dennis Hammond, about the most important ESG issues in 2022.

Betsey DiSanza 3/21/22 Betsey DiSanza 3/21/22

At Veriti, we aid in the ESG objective by carefully researching and building positive and negative screens and filters.

Betsey DiSanza 3/11/22 Betsey DiSanza 3/11/22

This document provides a guide to our available investment screens for Protestant values.

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