Michael Kramer

Welcome to my archive of newsletter articles and blog posts. For more information on my service offerings, please go to my advisor webpage.

Historic Corporate Climate Disclosure Rule Passed by the SEC

In March, the Securities and Exchange Commission (SEC) voted to require companies to disclose climate risks for the first time in American history. This regulatory mandate comes after three years of intense advocacy and more than 24,000 public comments. It confirms what sustainable investors have long known: that environmental practices, and carbon emissions in particular, […]

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A Judicial Victory

Two years ago, the SEC approved the Nasdaq’s proposed new rule on board diversity and disclosure that would require all Nasdaq-listed companies to provide data on board members’ gender, race, and self-identification as LGBTQ+. The rule would also require that boards include at least one female and at least one person who self-identifies as an

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Shareholder Advocacy: The Radicals on the Hill

Unfortunately, when the U.S. House of Representatives selected Mike Johnson, R-La., as its Speaker, they picked someone who has been vehemently opposed to socially responsible investing. In the past six years, he sponsored four bills (that didn’t pass) to curtail it, stating that the Department of Labor is overreaching its authority by allowing retirement plans

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Countering an Existential Threat to Socially Responsible Investors

Conservatives are attacking the entire premise of socially responsible investing (SRI) nationwide. While our last newsletter focused on state legislative laws that curb the integration of social and environmental risks into investment decision-making, the larger threat is the House Financial Services Committee (the Committee). In July, the Committee held “anti-ESG” hearings in the Capitol, and

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Natural Investments Becomes the First Perpetual Purpose Trust in Financial Services

Natural Investments recently converted its company ownership from six financial advisors to the Natural Investments Purpose Trust. That’s right, we’re now essentially owned by a purpose!  Creating this trust over the past 18 months means that Natural Investments will continue to exist in perpetuityas an independent firm owned by an entity rather than individuals. Now

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Sustainable, Responsible, Impact Investing Hits the Big Time

We’ve reached the big time. When every major media outlet, Congress, the Department of Labor, and Securities and Exchange Commission (SEC) are all focused on issues pertaining to sustainable, responsible, and impact (SRI) investing, it’s clear that this segment of the financial services industry has hit its stride in terms of popularity, impact, and yes,

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ESG Investing: Reaping What We’ve Sown                       

Driven by ever-increasing investor demand, most major investment institutions are practicing sustainable, responsible, and impact (SRI) investing. As a result, the number of products claiming to integrate environmental, social, and governance (ESG) criteria continues to rise. Per Morningstar®, there are now more than 600 ESG mutual funds and exchange-traded funds in the U.S., including 87

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