Insights + Press
All Things ESG
The flood of ESG funds is starting to push investors into sustainable portfolios.
Veriti in the News: MSCI’s Trends to Watch
Climate change continues to the most important topic to investors who consider ESG issues when building investment portfolios, according to a new report by MSCI.
James K. Dilworth recognized as one of Ten to Watch for 2022
We’re extremely excited to share that our Co-founder and Managing Partner James K. Dilworth has been recognized by WealthManagement.com as one of the publication’s Ten to Watch for 2022.
Veriti in the News: Featured in the #advisertech Round-Up
Industry leader Michael Kitces offers his latest column on what’s happening in #advisertech and why it all matters to Investment News.
Direct Indexing is Only Increasing From Here
Jim Dilworth, our Co-founder and Managing Partner, weighs in with thoughts to Financial Planning Magazine on significant news surrounding Franklin Templeton’s acquisition of O’Shaughnessy Asset Management.
Full Customization through Direct Indexing
Our Co-founder and Managing Partner, Jim Dilworth, offers his thoughts on Schwab piloting a direct indexing solution.
Veriti in the News: Veriti is Quietly Growing Its Direct Indexing Business
Direct indexing will only continue to gain recognition and help strengthen portfolios all while helping to improve portfolios for more investors.
Direct Indexing Solution Approaches One Billion in Assets in Less Than 3 Years
Direct indexing platform, launched in 2018, delivers innovative, tech-forward portfolio management with robust analytics and optimization capabilities.
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