Impact Reports

2025 Impact & Public Benefit Report

The 2025 Impact & Public Benefit Report outlines how Natural Investments creates positive social, environmental, and economic outcomes through its investments, internal practices, and industry advocacy. It showcases data and stories about the firm’s impact on communities, its work to advance a more just form of capitalism, and its leadership in promoting racial equity and inclusive ownership.

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Annual Company Letter: Evolving Our Firm – Making a Greater Impact

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

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Impact & Public Benefit Report 2025: Headway in a Time of Resilience

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

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2025 Sustainable & Responsible Impact

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

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Spotlight: Hope Credit Union – An Effective Way to Invest in Achieving Racial Economic Equality

Natural investments’ clients know the value of socially responsible portfolio management— but what about friends or family who haven’t accumulated the capital for such services but still want the money they save to make a difference in the world? This is exactly why our firm continues to have a mutually strengthening relationship with Hope Credit

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Capital Good fund client.

Spotlight: Capital Good Fund – An Ethical Alternative to Payday Lending

People on the economic margins in the united states are often unable to access loans from banks and credit unions when they encounter an unexpected expense. According to the Federal Reserve, in 2023, more than 35 percent of the U.S. population would not be able to cover a $400 emergency expense with cash. People without

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2024 Racial Equity & Justice Giving

Natural Investments donates at least half of its annual charitable contributions towards racial equity and justice organizations, particularly those working on financial and economic issues. In addition, our advisors donate a percentage of their gross revenue to charitable organizations. Many of our contributions are featured on our website: naturalinvestments.com/about/charitable-contributions/

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