Align Your Investment with Your Values.

Direct indexing provides institutions with the latest technology to replicate and/or consolidate client holdings inside of a values-based, low cost, customizable, and transparent structure.

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Customization

Veriti customizes portfolios to clients’ specific Investment Policy Statement (IPS) guidelines. Through individual consultation, thorough analysis, and original research, Veriti unlocks custom portfolio design options for institutions and their clients.

Aligning Values

Veriti provides the most comprehensive and flexible options, allowing clients to construct consciously designed portfolios that align with specific institutional values, including ESG, SRI, faith-based, UN SDGs, you name it.

Customized Direct Indexing for Institutions

Veriti collaborates with institutions, endowments, foundations, and donor-advised funds in a way that avoids violating the organization’s conscience.

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Insights & Press

Acquisition of Veriti included in Wealth Management’s Riskalyze</a> Fintech 5

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.

First Trust Buys Veriti

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

Direct Indexing Gains Appeal

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

The ESG Heat Is On . . . For Oil and Gas Producers

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

Ethics Involving Stem Cell Research

Veriti provides definitional distinctions, together with typical faith-based applications, as a guide to stem cell screening.

Potential for Direct Indexing

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

Latest Trends in ESG

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

ESG Investing Guide

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

Protestant Values Investing Guide

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

Veriti’s Guide to the USCCB Investing Guidelines

These new guidelines will likely provide direction and guidance for Catholic individuals and institutions in their responsible investing for decades to come.

Connect with the Veriti Team

If you’re ready to connect with a firm who understands your portfolio’s optimal customization needs, contact us.

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