Natural Investments

In SRI News – Fall 2023

Among 33 million small businesses in the U.S., only an estimated 1,000 are worker cooperatives. But the trend is increasing for employee-owned enterprises. Slow Bloom Coffee Cooperative in Southern California offers one example of workers unifying to create a model that allows more co-owners to join.
Photo credit: Gabe Perez

In SRI News – Summer 2023

As of now, publicly-traded companies do not have to disclose contributions to political groups or lobbying efforts. The Securities Exchange Commission (SEC) is considering the addition of corporate political spending disclosures to its oversight.

Read this in Forbes and more SRI headlines here.

Investing with Intent – Fall 2022

Navigating the Rise of Electric Vehicles and Demand for Critical Minerals by Ryan Jones-Casey, CFP®, AIF® Sustainability and the Name Game by Sylvia Panek, AIF® Patagonia Transfers Shares to Planet Earth by Scott Secrest, AAMS® Year-End Planning by Kirbie Crowe, AIF®, CFP® Shareholder Advocacy Review – Fall 2022 by Michael Kramer Market Report – Fall 2022 by Scott Secrest, AAMS® In …

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In the News – Fall 2022

HOW MONDRAGON BECAME THE WORLD’S LARGEST CO-OP The Mondragon Corporation, a collection of more than 90 co-ops that employ approximately 80,000 people, is an interesting case study in Spain. The industrial-sized conglomerate owned by its workers suggests an alternative future for capitalism. The New Yorker

Investing with Intent – Summer 2022

Native Land Taxes Reclaim Rights, Power, and the Environment by Kulu Maphalala A Q&A With Financial Behaviorist Jacquette Timmons by Carrie Van Winkle, CFP® Cryptocurrency for Socially Responsible Investors by Brady Quirk-Garvan and James Frazier, CFP® Shareholder Advocacy Review – Summer 2022 by Michael Kramer Market Report – Summer 2022 by Scott Secrest, AAMS® In the …

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2021 Sustainable & Responsible Impact

Interest in sustainable, responsible, impactful (SRI) investments continues to rise in the U.S., and globally, according to the Global Sustainable Investment Alliance. The expansion of SRI consciousness has led Natural Investments to grow as well with $1.11 billion of responsibly managed assets now, a 41% increase from the previous year. The firm directs our clients’ …

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