Impact Reports

2021 Shareholder Advocacy Review: The Winds at Our Back

Natural Investments remained active in advocacy efforts in the past year to bring about needed improvements to the economic system while fostering equity and justice for women and people of color. We continued to engage major corporations on their policies and practices, funneled more capital to traditionally marginalized populations and educated policymakers about appropriate oversight …

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2021 Sustainable & Responsible Impact

Interest in sustainable, responsible, impactful (SRI) investments continues to rise in the U.S., and globally, according to the Global Sustainable Investment Alliance. The expansion of SRI consciousness has led Natural Investments to grow as well with $1.11 billion of responsibly managed assets now, a 41% increase from the previous year. The firm directs our clients’ …

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2020: A Year of Transformation

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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2020: Sustainable and Responsible Impact

Despite the massive economic and social disruption wrought by the Covid-19 pandemic in 2020, governments and investors continued to buoy the capital markets. Conscientious investors saw the opportunity to channel their money into funds supporting families and small businesses in crisis. Last year, Natural Investments and our clients held $785M in responsibly managed assets, representing …

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2020 Shareholder Advocacy Review

Natural Investments plays a proactive role within our industry by facilitating positive economic, social, and environmental change. One of the ways we push for the transformation we want to see is through shareholder engagement with companies, as well as advocacy with elected officials and federal agency commissioners on matters of public policy.

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