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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 ESG advocate within financial services,
3) as a business.

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Stewardship Report

Our 2022 Annual ESG + Stewardship Report.

The 2022 Annual ESG Report summarizes our engagement efforts over the year. Highlights include our Operationalizing Decarbonization campaign.

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ESG Tear Sheet

Quick snapshot of the Fund’s impact.

Our 2022 ESG Tear Sheet gives a one page overview of the Fund’s impact relative to the universe of real estate investment trusts.

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Presentation

5 Years of Engagement

To mark our fund’s 5 year anniversary, Sarah Adams, Chief Sustainability Officer, reviews our Top 5 Ways to Drive Change through engagement.
Presentation

Engagement Review 2021

View and listen. Sarah Adams, Chief Sustainability Officer, reviews our engagement for 2021 in the short presentation above. Read and download. Prefer text? Read our current Annual ESG Report.

Proxy Resources

Past Stewardship Reports

Highlights from our engagement and research on ESG topics.

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2021 Annual Stewardship Report

The report summarizes our engagement efforts over the year. Highlights include our Healthy Buildings campaign.

2020 report

2020 Annual Stewardship Report

The report summarizes our engagement efforts over the year. Highlights include our Net Zero Carbon Pathways campaign.

2019 report

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 report

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.

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Engagement Insights

Real estate companies are responding to COVID.

Recently, we reached out to a number of firms in the Fund to understand how REITs are taking action in the face of a global pandemic. REITs responses focus on the human dimension of the value chain.

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More Engagement Activity
on Our Advisor Site

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The Vert Global Sustainable Real Estate Strategy operated as mutual fund from October 31, 2017 and prior to the fund reorganization on December 4, 2023. The investment objectives have not changed.

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. A REIT’s share price may decline because of adverse developments affecting the real estate industry. REITs may be subject to special tax rules and may not qualify for favorable federal tax treatment which could have adverse tax consequences. The Fund’s focus on sustainability may limit the number of investment opportunities available to the fund and at time the fund may under perform funds that are not subject to similar investment considerations. Diversification does not assure a profit or protect against loss in a declining market.

Please refer to the prospectus for important information about the investment company including investment objectives, risks, charges and expenses which must be considered carefully before investing. You may also obtain a hardcopy of the prospectus by calling 1-844-740-VERT. Read it carefully before investing.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Performance is annualized for periods greater than 1 year. For performance current to the most recent month end please call 1-844-740-VERT. Standardized performance of the Fund is viewable under the Information tab. Click here for standardized performance of the Fund.

Fund holdings and/or sectors are subject to change at any time and are not recommendations to buy or sell any security. Current and future holdings are subject to change. Click here for the Fund’s current top ten holdings.

Basis points are otherwise known as bps or “bips,” are a unit of measure used in finance to describe the percentage change in the value of financial instruments or the rate change in an index.

The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.

Environmental, social, and governance (ESG) criteria refer to activities that contribute to the business that not quantified in typical financial reporting.

The Vert Global Sustainable Real Estate ETF is distributed by Quasar Distributors, LLC.

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