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Private Prison Divestment Efforts Continue at Natural Investments

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In May 2018, when President Trump’s “zero tolerance” immigration policy took effect, prison divestment and advocacy efforts received an explosion of public interest. Since then, the headlines have faded, but our Heart Rating continues to hold fund managers accountable. Natural Investments’ Heart Rating, which has been a fixture of our firm since 1992, is an […]

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How One Nonprofit Shifted Assets to Align with Its Mission

Community Investing, General / By

As a firm, Natural Investments has long provided portfolio management and financial planning services to institutional clients across the country. By the end of December 2022, there were 27 nonprofit and foundation clients with about $90 million in assets under management firmwide. In this article, we want to share a case study about a nonprofit

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Hawai‘i Investment Ready Helps Social Entrepreneurs

Community Investing, General / By

Hawai‘i Investment Ready (HIR) assists social entrepreneurs in Hawai‘i by growing their impact and helping them gain access to capital. Founded in 2013 by long-time local entrepreneurs Lisa Kleissner and Neil Hannahs, HIR is the first Native-led accelerator program in Hawai‘i. In 2019, the leadership of HIR passed to Keoni Lee, a Native Hawaiian social

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Natural Investments Becomes the First Perpetual Purpose Trust in Financial Services

Company News, General / By

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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vegan investment funds

Veganize Your Investments

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Over the past few years, celebrities have been going bananas for plant-based businesses, and the funds that support them are growing. Stella McCartney just launched a $200 million investment fund for vegan and sustainable brands. Musician Moby, actor Joaquin Phoenix, and filmmaker James Cameron have also publicly endorsed vegan and ethical investing to support companies

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