Insights - Natural Investments

Investing with Intent – Fall 2026

This quarter’s issue of Investing with Intent examines how values-aligned investing is responding to today’s political, economic, and regulatory shifts—challenging the radical changes proposed at the Securities and Exchange Commission, offering a primer on socially responsible investing, and as well as a hearfelt appreciation for a pair of long-time NI advisors taking their next chapter to retirement. Gratitude to Andy Loving and Susan Taylor A Socially Responsible Investing Primer by Diana G. Yáñez, CFP®, RLP® Challenging a Radicalized SEC by Michael Kramer Market Commentary –

Natural Investments October 20, 2026

Gratitude to Andy Loving and Susan Taylor

Andy Loving and Susan Taylor started Just Money Advisors in 1993 with the purpose of helping clients integrate their money and their values. They joined Natural Investments in 2011. By the end of 2026 they are officially retiring as financial advisors. The impact they have made on this field will last for decades to come.

Natural Investments October 20, 2026

A Socially Responsible Investing Primer

Have you ever thought the only way you can make a positive impact with money is to give it away? That’s not the case. Socially screened funds, community investing and spending with organizations you love are also ways that money can be activated for good. In this article we’ll cover the basics of these first

Diana Yáñez October 20, 2026

Challenging a Radicalized SEC

The Securities and Exchange Commission (SEC) is undergoing a radical transformation of its role as a regulator. Defying decades of precedence, Chairman Paul Atkins is driving a profound deregulatory agenda. In doing so, he is eroding the commission’s legal authority to develop procedures and enforce statutes developed over the past 80 years. Natural Investments has

Michael Kramer October 20, 2026

In the News – Fall 2026

Socially Responsible Fund Assets Increase For the first time since 2022, socially responsible investments saw net inflows of $3 billion during the second quarter, the first quarterly increase in 14 quarters. The gain is occurring among index funds and is largely attributed to increased interest in renewable energy and divestment from fossil fuels, as reported

Natural Investments October 20, 2026

NEW YORK: Nasdaq MarketSite at night. The City of New York, often called New York City or simply New York, is the most populous city in the United States.

Market Report – Fall 2026

You would be forgiven for confusing the current U.S. stock market trends for the movie Groundhog Day. Every week—sometimes every day—seems to bring a variation of the same headlines: negotiations with Iran are on, then off; tariffs are threatened, postponed, revived, or revised; markets fall on the news and then recover when the rhetoric cools.

Kulu Maphalala October 19, 2026

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

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