Vert Asset Management

Sustainable Investing

Mill Valley, California

United States

About Vert Asset Management

Vert Asset Management is a dedicated ESG investment manager. Founded in 2016 in San Francisco, California, Vert’s mission is making investing for sustainability easier. The firm works in close consultation with academic experts and experienced portfolio managers to create investment products that work for the wealth management community. As a business, Vert practices the triple bottom line approach by focusing on people, planet and profit. Learn more at

Vert believes there is economic value in sustainability. They maintain that companies focused on the triple bottom line of people, planet and profits will be better positioned for the risks and opportunities of the future than those focused on profits alone. They believe in a long term perspective. Companies that look further out than the quarterly reporting cycle can invest in more projects that build value for the firm over time. Vert believes that markets work well, and price available information. More information, including environmental, social, and governance factors, can make markets work better. Vert builds portfolios of companies that use sustainability to drive value, take a long term perspective and are open and transparent.

We are investors that want to see change in corporate behavior. Equally, we are also a business that wants to build our business to high standards. We became a Certified B Corp to signal to our clients and others that we manage and operate our business in an ethical and sustainable way. It is important for our overall business strategy that we can lead by example within the financial services industry and the wider world. With the B Corp standards, we are building our business to high standards and can track our progress as we grow.

What makes us a better company?

B Impact Report

Certified since: 

November 2017

Company Score

Median Score*



The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.



The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.



The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).



The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.



The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

Overall B Score

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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