Engagement
Understanding Our Impact
Our Approach to Engagement
We are investors that want to see change in corporate behavior. Equally, we are also a company that wants to build our business practices to higher standards.
Vert practices engagement in three distinct ways:
1) through investment stewardship,
2) as an advocate for sustainability in financial services,
3) as a business ourselves.
Stewardship Report
Our Annual Stewardship + Sustainability Report 2024/2025.
The Annual Stewardship + Sustainability 2024/2025 summarizes our engagement efforts over the year.
- Explains our systemic approach to engagement.
- Reviews our recent Commitments vs. Action campaign.
Quick snapshot of the Fund’s impact.
Our 2025 ESG Tear Sheet gives a one page overview of the Fund’s impact relative to the universe of real estate investment trusts.
Top 5 Ways to Drive Change
Proxy Voting Guidelines
Proxy voting is one aspect of our engagement program. The proxy voting guidelines are updated annually. Access the most recent guidelines and proxy voting record in the Fund’s N-PX filing.
Proxy Resources
Engagement Review 2021
Proxy Resources
Past Stewardship Reports
Highlights from our engagement and research on ESG topics.
2021 Annual Stewardship Report
The report summarizes our engagement efforts over the year. Highlights include our Healthy Buildings campaign.
2020 Annual Stewardship Report
The report summarizes our engagement efforts over the year. Highlights include our Net Zero Carbon Pathways campaign.
2019 Annual Stewardship Report
The report summarizes our engagement efforts over the year. Highlights include our Task Force on Climate-related Financial Disclosures (TCFD) and climate resilience campaign.
2018 Annual Stewardship Report
The report summarizes our engagement efforts over the year. Highlights include the results of our first campaign on the importance of reporting greenhouse gas emissions.
The Vert Global Sustainable Real Estate Strategy operated as a mutual fund from October 31, 2017 and prior to the fund reorganization on December 4, 2023. The investment objectives have not changed. The materials are shown for periods prior to the ETF listing date.
Engagement Insights
Many real estate companies are setting Science Based Targets. What does this mean?
Over the years, we’ve engaged with the REITs in the portfolio on emissions reductions. Many REITs have set science-based targets to reduce emissions in their energy use and building materials.