Veris Wealth Partners, LLC’s Post

These best articles from 2023 offer clarity around diversity, equity, and inclusion.

Diversity, equity and inclusion in private equity may be a subject of discussion in many firms, but how much progress have they actually achieved? And what should LPs and GPs be doing to really move the needle? Take a read as we explore this in the latest LP magazine: http://spr.ly/6040ZXGMy #SuperReturn #LP #diversity #inclusion

Stephanie Rupp, CEO and partner of Veris Wealth Partners, LLC Partners, urges investors to up their commitment to diversity, equity, and inclusion (DEI) by investing with emerging fund managers, considering diversity in their investment process, and investing with a racial equity focus to build a future of equal opportunities for all. "Women and people of color have faced barriers to access to capital and economic opportunity throughout American history. Today's wealth gaps — between men and women and between white communities and communities of color — can be traced back to laws and practices that are now widely seen as racist and sexist. We cannot change the past, but we can learn from it and create a future of greater opportunity for all." https://bit.ly/3PArRGx #DEI #emmergingmanager #impactinvesting #racialequity

Adapting to ever-changing cultural norms, balancing professional and personal goals, and figuring out how to advance to leadership roles, are just some of the challenges women must navigate to succeed in the ETFs industry! Here we outline some tips for achieving success from several pros at Wealth Management EDGE >> http://spr.ly/6049eYceU #WMEDGE #wealthmanagement #ETFs #InsideETFs

🌟 Celebrating Euromoney Banking Excellence! 🌟 As the CEO of Citi Costa Rica, I am thrilled to announce that for the second year in a row, Citi has been awarded the prestigious title of “Best Bank” in Costa Rica by Euromoney, the renowned finance magazine. This recognition is no small feat, especially given the fierce #competition from both larger public and private sector #banks in the country. At Citi Costa Rica, we #pride ourselves on focusing on the #corporate segment, delivering value-added and creative solutions for our #clients. As a #CorporateDigitalBank, we provide best-in-class and #innovative solutions to meet the evolving #needs of our clients. Citi acts as our client’s Trusted Advisor! In addition to this incredible #honor, we have also been named this year as the “Best Bank for ESG” in Costa Rica! Historically, Costa Rica has been a world class #leader in #ESG principles, and it fills me with #pride to lead a #Bank that is at the forefront of these #initiatives. Our commitment to #Sustainability is evident in our #solarpowered buildings, flourishing #beehives, and numerous #electric car charging stations. Additionally, Citi’s Solution Center, with 3700 employees, has eliminated all trash bins. In replacement, an extensive deployment of #wastemanagement separate bins for #compost, #plastic, #glass, #aluminum, and #cardboard was installed. In Citi Costa Rica, employees embody the ESG #mindset, driving us to make a positive impact on our Tico #community and #environment. Moreover, the ”S” in ESG is crucial for us. Ensuring an #environment that fosters #Diversity and #Inclusion is a top priority for me and Citi. I am the #proud Senior Sponsor for the #Black Inclusion Network; while the Head of Human Resource, Valentina De la Cerda 🇨🇱🇨🇷, is the Senior Sponsor for the #Disability Inclusion Network, and Kristian Bruce is the Senior Leader supporting the #LGBTG+ community through our #Pride Inclusion Network. We also have three other Inclusion Networks - #Women, #Generations, #Family supporting our employees. My Senior Management team is comprised of 62% women #leaders. Promoting #equality is not only important for maintaining and attracting diverse Citi #talent, but also essential for #society. We believe in creating a #workplace where every person feels #valued and #respected. Thank you to our dedicated and talented #team and loyal #clients for making these #achievements possible. My aim is for Citi Costa Rica to continue achieving #success and #sustainable growth! 🌿🏦 #BestBank #BestESGBank #Innovation #CorporateBanking #leadership #management #bankingindustry

#StrongerTogether In partnership with our friends at Investment Diversity Advisory Council (IDAC), don't miss the next DEI Force Multiplier Roundtable meeting, Thursday, April 18th at 2pm. This quarter's topic: "Standing & Working Together Amidst the DEI Backlash." We look forward to collaborating with our cousin organizations and industry leaders at this virtual roundtable. If you would like to attend, please email admin@idac.net for more information. #DEI #diversity #inclusion #diversitymatters #inclusivefinance #privateequity #assetmanagers

Discussing the state of diversity in global private markets Since 2020, diversity, equity, and inclusion (DEI) in the workplace has become an important yet polarizing topic for many industries. Findings from McKinsey’s recent The state of diversity in global […] #transformfm #ifma #ashe

Check out this certificate I got for Diversity, Equity, and Inclusion: A Beginner’s Guide https://lnkd.in/dvrJ4HMZ

News & Analysis | Diversity becoming a bigger priority for institutional investors Growing number of investors will not work with fund managers who are not ethnically diversified. Read more: https://lnkd.in/gF5mctGM #Diversity #ESG #inclusion #Institutionalinvestor #sustainable

Catching up with Julia Hoggett CEO of the London Stock Exchange was such a refreshing experience! It feels so empowering when your purpose resonates with others and despite different journeys in life, rank, role or titles are not placed as more important, than the human spirit and a focus on action. Whilst I cannot reveal too much on our conversation, it is clear that systemic inclusion is a strong catalyst for accelerating access to finance and sustainble business support, for women, black and other groups of colour and culture, those who identify as having a disability and all other underserved and underestimated groups. Been saying and working on this issue for over 20 years and will continue to do so! But this is a global issue. When literally billions of pounds are at stake, it can be easy to forget that we are also talking about billions of lives that deserve fair opportunity to maximise their potential, uplift society and contribute to economic growth. We all have a part to play in driving positive change, together. #inclusion #finance #growth