Vert Asset Management LLC

Description Vert Asset Management is a dedicated sustainability fund manager. Vert combines environmental, social and governance metrics research and a disciplined rules-based process to deliver funds that seek to achieve investors’ twin goals of sustainability and market rates of return. As a business, Vert practices the triple bottom line approach by focusing on people, planet and profit. We are a Certified B Corp, a signatory to the Principles for Responsible Investment (PRI), and a contributor to 1% For the Planet. Approach Vert’s investment process is rooted in the results of academic research on sustainability in real estate. Our evidence-based approach focuses on the metrics within environmental, social and governance (ESG) criteria that research has shown to be most material for real estate companies. We use a long term buy and hold strategy and maximize diversification to try to lower uncompensated risks. Companies are held at approximately market cap weights to reduce turnover. The fund is sub-advised by Dimensional Fund Advisors LP, who bring over 40 years of experience in efficient portfolio management and trading. Vert strives to be an active shareholder. REITs have abundant opportunities to maximize stakeholder value by being more sustainable and more transparent. We encourage our portfolio companies to take these opportunities through ongoing direct engagement.