Team

Integrating investment and sustainability expertise

Executive Team

Sam Adams

Sam Adams

Chief Executive Officer
Vert Asset Management

Sarah Adams, Chief Sustainability Officer, Vert Asset Management

Sarah Adams

Chief Sustainability Officer
Vert Asset Management

Jeff de Haan, Head of EMEA and UK, Vert Asset Management

Jeff de Haan

Head of Europe & UK
Vert Asset Management

Dennis Mason, Chief Compliance Officer, Vert Asset Management

Dennis Mason

Chief Compliance Officer
Vert Asset Management

Investment Research Group

Vert works with experts to build products with strong empirical foundations in academic research. The Group’s ESG research drives a disciplined rules-based process to deliver funds that achieve investor’s twin goals of sustainability and market rates of return.

Sam Adams

Sam Adams

Chief Executive Officer
Vert Asset Management

Gary Pivo, Investment Research Group, Vert Asset Management

Gary Pivo

Professor
University of Arizona

Franz Fuerst, Investment Research Group, Vert Asset Management

Franz Fuerst

Associate Professor
University of Cambridge

Sarah Adams, Chief Sustainability Officer, Vert Asset Management

Sarah Adams

Chief Sustainability Officer
Vert Asset Management

Portfolio Management Team

Dimensional is a global investment firm that has been translating academic research into practical investment solutions since 1981. Dimensional has global assets under management of $853 billion as of June 30, 2025.

US ETF

Dimensional Fund Advisors LP is the sub-advisor for the Vert Global Sustainable Real Estate ETF only.

Jed Fogdall, DFA

Jed S. Fogdall

Head of Portfolio Management
Dimensional Fund Advisors LP

Allen Pu, DFA

Allen Pu, PhD, CFA

Deputy Head of Portfolio Management
Dimensional Fund Advisors LP

Will Collins-Dean, DFA

Will Collins-Dean, CFA

Senior Portfolio Manager
Dimensional Fund Advisors LP

Joe Hohn, DFA

Joe Hohn

Senior Portfolio Manager
Dimensional Fund Advisors LP

UCITS Fund

Dimensional Fund Advisors Ltd. is the sub-advisor for the Vert Global Sustainable Real Estate Fund only.

UCITS Paul Foley, DFA

Paul Foley

Head of EMEA Portfolio Management
Dimensional Fund Advisors Ltd.

UCITS Jim Whittington DFA

Jim Whittington

Senior Portfolio Manager
Dimensional Fund Advisors Ltd.

UCITS Simon Johnson, DFA

Simon Johnson

Portfolio Manager
Dimensional Fund Advisors Ltd.

“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity.

Vert's Partnership Model

We partner with leading providers to build robust investment portfolios.

US Bank

ETF Trust

Scale and efficiency for Custody, Accounting, Administration & Transfer Agency

dimensional

Sub-Advisor

Decades of experience and 24 hour trading capabilities across all global regions

university

Academics

Original thought leadership and ongoing empirical research

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