Insights - Natural Investments

2026 Impact & Public Benefit Report

The 2026 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 our firm’s impact on communities, our work to advance a more just form of capitalism, and our leadership in promoting racial equity and inclusive ownership. Download the full report. Annual Company Letter: The Era of Resistance and Resilience by Michael Kramer 2026 Sustainable And Responsible Impact 2026 Shareholder Advocacy Highlights by Michael Kramer

Natural Investments July 17, 2026

Annual Company Letter: The Era of Resistance and Resilience

Feel the fear and do it anyway was an 1980s self-help mantra that seems more relevant now than ever in these uncertain and concerning times. This moment in history has stoked feelings of fear, overwhelm, outrage, and futility. The speed at which our democratic norms have unraveled is shocking, even for those of us who

Michael Kramer July 16, 2026

2026 Sustainable And Responsible Impact

Last year the market exhibited a brief period of instability in the spring of 2025, followed by recovery and a solid growth period for the remainder of the year. Natural Investments’ assets under management grew to $1.84 billion, an approximately 8% increase, between new clients seeking SRI investmentsand market value stability. While the US capital

Natural Investments July 16, 2026

Father and son look over fence into harvested field in autumn

2026 Shareholder Advocacy Highlights

Natural Investments, through its involvement with the Shareholder Rights Group, met with SEC Chairman Paul Atkins earlier this year. We expressed concerns regarding the commission’s decision to eliminate its written responses to companies wanting to exclude shareholder proposals from ballots, noting that it deprives companies and investors clarity about the permissibility of proposals and works

Michael Kramer July 16, 2026

Stories of Resilience: Reflections from the Bioneers Conference 2026

Authors Mago Smith is a co-founder of Gamsa Gardens, an agroecology collective based on Hawai’i Island, and Kumsa Maphalala, daughter of NI advisor Malaika Maphalala, is a Mahi’ai Technician at Malama I Ke Ala ‘Ulii. In March, the 2026 Bioneers Conference brought hundreds of people together to reimagine our connection to land as a personal

Malaika Maphalala July 16, 2026

Stories of Resilience: A Wild Vision

“In brainstorming ideas for our organization’s name, we reflected on the famous line from Mary Oliver’s poem ‘The Summer Day’,”says Tandy Taylor. “What is it you plan to do with your one wild and precious life? We settled on Wild Vision Coalition, because these students have a wild vision for their lives that we can

Kirbie Crowe July 16, 2026

Stories of Resilience: Philanthropic Organizations are Sustaining Movements Under Attack

Social movements are grappling with a deepening crisis — one measured not only in lost funding, but in the collective emotional toll of watching philanthropy quietly walk back promises to Black and brown communities. Much of this retreat stems from a chilling effect across the philanthropic sector, as foundations and funders grow increasingly fearful of

Nicole Middleton Holloway July 16, 2026

Market Report – Summer 2026

The second quarter of 2026 was defined by slower economic growth, persistent inflation, geopolitical instability, and the continued dominance of AI-driven investment. The U.S. stock market rose 15.52% in Q2 2026. For the quarter, large-cap company stock rose by 15.2%, small-cap company stock rose by 21.5%, and foreign stock rose by 10.8%. Countering the outsized

Kulu Maphalala July 15, 2026

Investing with Intent – Spring 2026

This quarter’s issue of Investing with Intent examines how values-aligned investing is responding to today’s political, economic, and regulatory shifts—exploring affordable housing for Hawaiian Natives, shareholders filing lawsuits with major corporations in reaction to SEC no-action guidelines, and more. Follow the stories below in our lastest issue. Puʻuhonua O Waiʻanae: A Village Without a Place No

Natural Investments April 8, 2026

In The News – Spring 2026

Landmark Class-Action Lawsuit over Climate Risk in Retirement Plan ClientEarth filed a class-action lawsuit, the first of its kind, against Cushman & Wakefield on behalf of a former employee for failing to properly protect their 401(k) plan from climate change risks, thus violating the Employee Retirement Income Security Act of 1974. ESG Dive Kensington Corridor Trust demonstrates

Natural Investments April 6, 2026

Market Report – Spring 2026

War has come, and the markets are running scared. Well, sort of. After some initial excitement following the unprovoked U.S.-Israeli war on Iran, the U.S. markets began to reel from the realities of this warfare: skyrocketing oil prices and general geopolitical instability. In addition to general war related uncertainty, President Trump’s continual change in stance

Kulu Maphalala April 6, 2026