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 2023 Annual ESG + Stewardship Report.

The 2023 Annual ESG Report summarizes our engagement efforts over the year. Highlights include our Mapping ESG Frameworks campaign.

Quick snapshot of the Fund’s impact.

Our 2023 ESG Tear Sheet gives a one page overview of the Fund’s impact relative to the universe of real estate investment trusts.

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.

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.

 

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.

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.

More Engagement Activity
on Our Advisor Site

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