In The News – Spring 2025
This quarter’s In the News recaps articles reporting on big banks reactions to the current political climate and the new buzzword for ESG.
General
Investing with Intent – Winter 2025
This quarter’s issue of the “Investing with Intent” newsletter for clients and friends addresses responsible investing after the election, protecting the Amazon rainforest, investing in farming in sub-Saharan Africa, and an update on the firm’s internal racial equity work.
Being the Change: Natural Investments’ Commitment to Racial Equity
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
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In The News – Winter 2025
This quarter’s In the News recaps several articles that show that ESG investing has a positive outlook, and there is a trend for land reclamation by BIPOC communities.
Investing with Intent – Fall 2024
This newsletter, “Investing with Intent,” is distributed to clients and friends of Natural Investments, PBLLC (NI). NI is an investment adviser registered with the SEC.
With or Without Advisors: Options for Voting Your Values During Corporate Proxies
If you own a stock—even one share—you are a part business owner (or shareholder) of that company. This gives you the opportunity to have your say on how the company is governed through your right to submit a proxy vote. You can vote on issues like board elections, executive compensation, and policy changes. And you
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Preserving the Right to Support Entrepreneurs of Color
After the supreme Court ended the practice of race-conscious admissions in higher education in 2023, conservative lawsuits sprung up against entities that have tried to level the playing field for women and People of Color who have been disproportionately left out of venture capital funding. A 2023 study from Deloitte, Venture Forward, and the National
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In The News – Fall 2024
This quarter’s In the News recaps several articles that show that ESG investing has a positive outlook, and there is a trend for land reclamation by BIPOC communities.
Market Report Fall 2024
The stock and bond markets fared well during the third quarter as the expectation for—and then confirmation of—a Fed interest rate cut sustained investor confidence. For the quarter, U.S. large-company stocks rose 5.9 percent, small-company stocks were up 9.3 percent, and foreign stocks rose 7.3 percent. Because bond values tend to move in the opposite
The Freedom Economy: Fighting Back Against Racism
As a further reflection of our commitment to racial equity and justice, Natural Investments recently became a member of Freedom Economy, a coalition of responsible investors, investment professionals, and values-aligned legal professionals who support one another in responding to the unfounded attacks against diversity, equity, and inclusion (DEI), as well as responsible investing. This network
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