Company News Archives - Natural Investments

Natural Investments Becomes the First Perpetual Purpose Trust in Financial Services

Company News, General / By Michael Kramer

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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Reasons for Hope

Company News, General / By Michael Kramer

LIFE IS WHAT WE FOCUS ON. This has long been a meaningful mantra for me. My adoption of it stems from a time when my obsession with bad news caused me distress. Bad news is everywhere, and modern humans are more aware of the problems of the world than any other time in history. The state of the …

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2020: A Year of Transformation

Company News, Impact Reports / By Michael Kramer

Crisis and opportunity have an interesting partnership. They don’t always go together, but when they do, they can catalyze powerful change in individuals, countries, and human civilization. Many forces converged in 2020 to create such a dynamic—a global pandemic, heightened attention to racism, extreme weather events and accompanying natural disasters, the disruption of democratic norms …

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One from the Heart: A Tribute to Jack Brill

Company News, General / By Hal Brill

JACK BRILL, the founder of Natural Investments and a pioneering thought leader of the socially responsible investment (SRI) industry, passed away recently at the age of 89. As one of the earliest SRI advisors in the 1980s, Jack was a passionate advocate known for his generous heart and tireless work to advance an approach to …

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Putting Equity at the Center of our Organizational Culture

Company News, General / By Carrie Van Winkle

Natural Investments as a firm has been on its own path of social justice since it began. It’s the core of our mission. And yet in the area of racial equity, we know there is much more that we can and want to accomplish. Our natural focus is external, in that we are always looking …

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Company Engagement: Amazon and Human Rights Standards

Company News, General / By Natural Investments

Natural Investments has joined with other investors representing $6.7 Trillion in assets under management to request that Amazon, Inc. respect workers’ rights to freedom of association and collective bargaining. We believe that worker representation plays an important role in companies. In light of the reported anti-union practices at Amazon’s Bessemer facility in Alabama, we have …

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Rest in Peace Jack Brill

Company News, General / By Natural Investments

Jack Brill, a pioneer of the socially responsible investment (SRI) industry and co-founder of Natural Investments, passed away on January 21, 2021 at age 89. As one of the earliest SRI advisors in the ‘80s, Jack was a passionate advocate and known for his heartfulness and thought leadership. No one can attest to this better …

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STATEMENT ON JUSTICE, EQUITY, DIVERSITY, AND INCLUSION

Company News, General / By Natural Investments

Natural Investments is making a long-term commitment to the principles of Justice, Equity, Diversity, Inclusion (JEDI). Justice: We actively seek to dismantle supremacy in all its forms, remove barriers to justice, and use our institutional privilege to address longstanding inequities. We work collaboratively to uphold human dignity and foster systemic change both within our firm …

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Intentional Growth, Deeper Commitment

Company News, General / By Michael Kramer

Over the past 30 years, Natural Investments has grown slowly and organically over time by attracting advisors who are aligned with our mission. Even without specific growth targets, our firm has expanded, introducing more people, new ideas, and a wider range of business styles. As a collective of advisory practices, we share common investments, codes …

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Prudence in Times of Uncertainty

Company News / By Natural Investments

A letter to our clients: After over 10 years of an upwardly trending stock market, the moment for severe volatility has finally arrived. It’s always difficult to predict the conditions that will cause a mass sell-off of equities, but in our 35 years of financial advising we’ve seen a variety of precipitating causes for downturns, …

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