Insights - Page 13 of 28 - 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

Investing with Intent – Fall 2022

Navigating the Rise of Electric Vehicles and Demand for Critical Minerals by Ryan Jones-Casey, CFP®, AIF® Sustainability and the Name Game by Sylvia Panek, AIF® Patagonia Transfers Shares to Planet Earth by Scott Secrest, AAMS® Year-End Planning by Kirbie Crowe, AIF®, CFP® Shareholder Advocacy Review – Fall 2022 by Michael Kramer Market Report – Fall 2022 by Scott Secrest, AAMS® In

Natural Investments October 11, 2022

Shareholder Advocacy Review – Fall 2022

Our Moment Anyone who’s been a sustainable and responsible investor for more than 30 years, long before it was popular, knows how difficult it’s been for the approach to gain mainstream acceptance. We’ve all watched with great pleasure as more and more investors have increasingly aligned their investments with their values, but it took quite

Natural Investments October 11, 2022

Sustainability and the Name Game

Last year, my fellow NI advisor James Frazier wrote “Wall Street Wakes Up to SRI” on sustainable and responsible investments becoming a mainstream component of the financial services industry. Substantial asset flows into environmental, social, and governance (ESG)-labeled funds have prompted large conglomerates to buy up boutique socially responsible investing (SRI) companies in the SRI

Sylvia Panek October 11, 2022

In the News – Fall 2022

HOW MONDRAGON BECAME THE WORLD’S LARGEST CO-OP The Mondragon Corporation, a collection of more than 90 co-ops that employ approximately 80,000 people, is an interesting case study in Spain. The industrial-sized conglomerate owned by its workers suggests an alternative future for capitalism. The New Yorker

Natural Investments October 11, 2022

Year-End Planning

With holidays around the corner, the end of the year is traditionally a busy time filled with family, friends, and planning for the year to come. This year, get a head start on year-end tasks to ensure your financial situation remains on track, and to position yourself for success in 2023 and beyond.

Kirbie Crowe October 11, 2022

Patagonia Transfers Shares to Planet Earth

Patagonia, the well-known apparel and gear company, made headlines in September when it announced that founder and owner Yvon Chouinard and his family have transferred ownership of the company, valued at around $3 billion dollars, primarily to a newly established nonprofit dubbed the Holdfast Collective.

Scott Secrest October 11, 2022

Market Report – Fall 2022

To the vexation of investors everywhere, the market slide, which began in January, continued through the third quarter. U.S. large-company stocks were down 4.9%, small-company stocks were off by 2.2%, foreign stocks slid 9.4%, and bonds lost 4.8%.

Scott Secrest October 11, 2022

Investing with Intent – Summer 2022

Native Land Taxes Reclaim Rights, Power, and the Environment by Kulu Maphalala A Q&A With Financial Behaviorist Jacquette Timmons by Carrie Van Winkle, CFP® Cryptocurrency for Socially Responsible Investors by Brady Quirk-Garvan and James Frazier, CFP® Shareholder Advocacy Review – Summer 2022 by Michael Kramer Market Report – Summer 2022 by Scott Secrest, AAMS® In the

Natural Investments July 14, 2022

Shareholder Advocacy Review – Summer 2022

Our engagements with lawmakers this quarter focused on deforestation, climate change risk, and workers’ rights. We signed a collaborative investor letter facilitated by Domini Investments in support of the Fostering Overseas Rule of Law and Environmentally Sound Trade (FOREST) Act, which prohibits access to U.S. markets for commodities that originate from illegally deforested land. The

Michael Kramer July 14, 2022

Native Land Taxes Reclaim Rights, Power, and the Environment

One of the most prevalent tools of colonialism has been the removal of land and natural resources from the hands of Indigenous peoples. This has led to the cultural, social, and spiritual disenfranchisement of Indigenous peoples and, as Native methods of land stewardship vanish, wide-ranging environmental effects are harming both Native and non-Native communities.

Kulu Maphalala July 13, 2022