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, […]
Natural Investments, a Certified B Corporation, has been named a Best For The World honoree in recognition of their work to improve the lives of their customers through the use of their product or service. Ranking in the top 10 percent of all 3,000 B Corps for their positive impact on their customers, Natural Investments
Natural Investments, LLC today announced that its assets under management (AUM) now total over $1 billion. Founded in 1989, but rebranded under a revised name in 2007, Natural Investments’ advisors have for 30 years been one of the original firms to exclusively focus on sustainable, responsible, and impact (SRI) investing. Publishers of three definitive books
This article is from our archives as part of the 100th issue special, celebrating twenty-five years of quarterly newsletters. For seven years, we took part in a New York Times study to find the best investment portfolio. As the only socially responsible money manager invited to participate, our founder Jack Brill was the “long shot,”
2000: NI Scores High in New York Times Fund Study Read More »
Vintage Natural Investment Services logo as part of the 100th issue special, celebrating twenty-five years of quarterly newsletters. Before we were financial advisers, most of us were educators who felt called to drive positive change through teaching, writing, innovating, movement-building, and leading by example in sustainability and social justice. We have nurtured this commitment over
Natural Investments, LLC welcomed five new advisors to the firm, expanding our company to twenty advisors across eleven states. We are cultivating the next generation of SRI leaders with wide-ranging expertise in sustainability, social justice, and impact investing. Tiffany Brown, San Francisco, CA Kirbie Crowe, Greenville, SC Joel Koerner, Louisville, KY Kate Poole, Asheville, NC
Environmental & Social Impact Of the $524M in assets under management by Natural Investments, $354M is in ESG-screened funds on the publicly-traded market. ESG refers to a variety of environmental, social, and corporate governance guidelines, known as avoidance and affirmative criteria, used to screen investments. We use them to steer clear of the practices and
Full copy of the 2018 Social Impact Report While Natural Investments principals have always been thought leaders in the sustainable, responsible, and impact investment (SRI) movement—we’re the only firm in the world to have published three books on the subject—we have generally gone about our business in a quiet manner. We’ve intentionally remained small by
A Year of Emerging Leadership: 2018 Reflections, by Michael Kramer 2018 Notable Highlights 2018 ESG & Advocacy Carbon Offsets: Making a Positive Climate Impact, by Christopher Peck Profile: Green Century Capital Management, by Brady Quirk-Garvan Profile: American Homeowners Preservation Fund, by Amy Pender Profile: Blue Hub Capital, by James Frazier Profile: Calvert Impact Capital, by
Climate change is one of the most urgent global crises facing humanity. This was as true during the Great Recession of 2007-2008 as it is today––yet while government institutions were immediately summoned to support our financial recovery, no such action was taken to mitigate climate change. More than 10 years later, our economy has recovered,
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