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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

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

Planning for the Inevitability of Loss

The past year was defined by incomprehensible loss—and for many, the losses were personal. In May, my father-in-law Bernie passed away on his 94th birthday. In the end, he said he was ready to go, but we are mourning the loss of an attentive and engaged family man who was like a second father to

Greg Pitts July 15, 2021

Wisdom from SRI Veteran Tim Smith

Fifty years is a long time to be active in any field. For Tim Smith, his five decade career has been defined by leadership in the socially responsible investment industry. Smith co-founded the Interfaith Center on Corporate Responsibility (ICCR), which is celebrating its 50th anniversary this year, in 1971 and served as Executive Director from

Michael Kramer July 15, 2021
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