Andy Loving and Susan Taylor started Just Money Advisors in 1993 with the purpose of helping clients integrate their money and their values. They joined Natural Investments in 2011. By the end of 2026 they are officially retiring as financial advisors. The impact they have made on this field will last for decades to come.
Feel the fear and do it anyway was an 1980s self-help mantra that seems more relevant now than ever in these uncertain and concerning times. This moment in history has stoked feelings of fear, overwhelm, outrage, and futility. The speed at which our democratic norms have unraveled is shocking, even for those of us who
Annual Company Letter: The Era of Resistance and Resilience Read More »
With Congress unable to check the overreach and illegal actions of the current administration due to Republican Congressional acquiescence, the judicial system is now the primary venue for seeking limits on excessive executive branch authority. At our annual company retreat this September in Santa Fe, N.M., those gathered had several conversations about “meeting the moment”
Shareholder Advocacy: A Shift to Judicial Activism Read More »
Despite attempts by the current administration to accelerate recent fossil fuel production, the International Energy Association found in its annual Electricity 2025 report that coal’s share of total generation is set to drop below 33 percent for the first time in the last 100 years. The IEA also found that solar PV and wind energy
Encouraging Trends: The Highest Levels of Renewable Energy Adoption Read More »
For decades, Natural Investments has shared the collective impacts of our social, economic, and environmental investments and activities via our newsletters. In recent years, these took the form of an annual impact report. Though committed to operating as a triple-bottom-line enterprise for many years, in transitioning to a Public Benefit LLC under Delaware law in
Annual Company Letter: Evolving Our Firm – Making a Greater Impact Read More »
Sustainability crept into mainstream consciousness in the late ‘80s, and while it started as an offshoot of the environmental movement, it migrated into business, finance, and government policy soon thereafter. In 1990, there were about a dozen socially responsible mutual funds, and today, there are over 500. Since it launched nearly 20 years ago, the
Impact & Public Benefit Report 2025: Headway in a Time of Resilience Read More »
A year of relative economic stability and prosperity, in 2024 Natural Investments maintained a steady growth period. Natural Investments grew 18 percent to $1.7 billion in socially responsible investment (SRI) assets under management between new clients seeking SRI and market value increase. Natural Investments channels capital into investments with intentional and measurable impact, while meeting
The fate of capitalism is at stake. Those who want to remove government obstacles and revert to the good ol’ days of building a white empire by unethically exploiting labor, communities, customers, People of Color, immigrants, and the environment are having their moment. They’re weaving their dangling threads of power through tax loopholes and harmful
Fighting Back: Preserving Shareholder Rights and the Freedom to Invest Responsibly Read More »
Many people who embrace sustainable, socially responsible, and impact investing are feeling surprise, disbelief, and despair since the election. It confirmed that tens of millions of people have different values from ours, and it remains baffling that tens of millions of registered voters didn’t think it was important enough to vote. It is too early
Natural investments’ Racial equity team (RE team) was established in 2021 to champion our firm’s internal efforts to foster a just, equitable, and safe workplace for all advisors and staff members. The team is currently composed of five advisors who serve a term of at least two years, and participants are compensated for being part
Being the Change: Natural Investments’ Commitment to Racial Equity Read More »