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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 More by Kulu Maphalala Bringing the Wisdom of the Three Sisters into Financial Services by Diana Yáñez Why a Perpetual Purpose Trust Model Works for Sustainable Investing Firms by Carrie

Natural Investments April 8, 2026

Capitalism: Reformation or Revolution?

My conversation with Esther Park of Cienega Capital for my Smart & Soulful Money® podcast brought me more clarity and also opened my thinking to what’s possible. I hope it does something similar for you! A few of my takeaways from our conversation include a more grounded idea of change based on growing up through

Carrie Van Winkle October 19, 2021

Wall Street Wakes Up to SRI

Socially responsible investing (SRI) isn’t the quietly progressive corner of the financial industry that it once was. For decades, SRI has been practiced primarily by small, independent boutique investment firms. For better or worse, the old landscape has dramatically changed in recent years with record  inflows of investor cash and large Wall Street firms looking

Natural Investments October 19, 2021

Market Report – Fall 2021

The stock market finished mixed for the third quarter with the stocks of large US companies rising 1.2% while smaller US company stocks declined -3.5%. Foreign stocks were also lower by 1.4%, and US bonds  were higher by 0.4%. Covid cases linked to the Delta variant increased over the summer, causing more  consumers to stay

Scott Secrest October 19, 2021

In the News – Fall 2021

1: FUND MANAGERS FEEL HEAT IN SEC CRACKDOWN OF OVERBLOWN ESG LABELS With the explosive growth in ESG products in response to consumer demand for sustainable and ethical investments, the Securities & Exchange Commission reviews the criteria companies are using. It is an effort to curtail greenwashing, especially with firms that repackage traditional funds with

Natural Investments October 19, 2021

A Conversation: Ebony Perkins of Self-Help Credit Union

Brady Quirk-Garvan at Money with a Mission interviewed Ebony Perkins at Self-Help Credit Union. Brady Quirk-Garvan: Ebony, what is your role at Self-Help Credit Union? Ebony Perkins: I am the Vice President and Director of Investor Relations. Simply put, I get the opportunity to work with individuals and institutions that want to put their cash

Brady Quirk-Garvan October 19, 2021

Shareholder Advocacy Review – Fall 2021

It’s been a busy summer season for advocacy, and it continues to be refreshing to discover allies on Capitol Hill for the priorities of sustainable and responsible investors. SUCCESSES The EPA recently announced environmental protections under the Clean Water Act for Bristol Bay and a plan that could permanently block the development of the proposed

Michael Kramer October 19, 2021

Investing with Intent – Summer 2021

Turning Back the Tide of Inequity by Sylvia Panek Wisdom from SRI Veteran Tim Smith with Michael Kramer Planning for the Inevitability of Loss by Greg Pitts with Kirbie Crowe Market Report – Summer 2021 by Scott Secrest SRI Advocacy Highlights 2021 by Michael Kramer In the News – Summer 2021 Download a full PDF

Natural Investments July 15, 2021

SRI Advocacy Highlights 2021

The change in US administration this year has generated a palpable sense of optimism among proponents of socially responsible investing and a sustainable and just economy. The Securities and Exchange Commission (SEC) and other federal agencies have appointed new leaders whose values align with our priorities. As a result, many of the 11th-hour rules and

Michael Kramer July 15, 2021

In the News – Summer 2021

1: The Securities and Exchange Commission will look at climate, as well as other ESG-related issues, in determining misconduct or mislabeling of information at fund companies. The federal agency’s move is meant to address possible greenwashing. Investment News: SEC establishes task force on ESG issues 2: The oil giant Exxon lost a historic proxy battle

Natural Investments July 15, 2021

Market Report – Summer 2021

The stock market moved generally higher during the second quarter, although we saw a fairly sharp diversion between the results of domestic large company stocks and smaller company stocks. For the quarter, large US stocks were up 8.5%, small US stocks were up 4.3%, and foreign stocks were up 5.2%. Bonds rebounded from first quarter

Scott Secrest July 15, 2021
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