Insights

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

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

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

Turning Back the Tide of Inequity

Federal monetary and fiscal policies buoyed the stock market during the pandemic, but they did not keep millions of American families from sliding below the poverty line. Yet daily news commentaries tracking quarterly earnings and shareholder profits have painted a rosy picture of the 2021 economic recovery. The latest plan by the Biden Administration to

Black Economic Self-Determination with Ed Whitfield

Natural Investments hosted a webinar called “Black Economic Self-Determination: To Move Forward We Must Understand The Past” with Ed Whitfield of Seed Commons. Reconstruction, the period that followed the Civil War, was a time when attempts were made to repair our country and our economy from slavery. Reconstruction failed, and set us up for what

2020 Social Impact Report

Download a full copy of our 2020 Social Impact Report A Year of Transformation by Michael Kramer One from the Heart: A Tribute to Jack Brill by Hal Brill 2020 Sustainable & Responsible Impact 2020 Shareholder Advocacy Review 2020 Regenerative Investments Putting Equity at the Center of our Organizational Culture by Carrie VanWinkle Spotlight: Kachuwa Impact

2020: A Year of Transformation

Crisis and opportunity have an interesting partnership. They don’t always go together, but when they do, they can catalyze powerful change in individuals, countries, and human civilization. Many forces converged in 2020 to create such a dynamic—a global pandemic, heightened attention to racism, extreme weather events and accompanying natural disasters, the disruption of democratic norms

One from the Heart: A Tribute to Jack Brill

JACK BRILL, the founder of Natural Investments and a pioneering thought leader of the socially responsible investment (SRI) industry, passed away recently at the age of 89. As one of the earliest SRI advisors in the 1980s, Jack was a passionate advocate known for his generous heart and tireless work to advance an approach to

2020: Sustainable and Responsible Impact

Despite the massive economic and social disruption wrought by the Covid-19 pandemic in 2020, governments and investors continued to buoy the capital markets. Conscientious investors saw the opportunity to channel their money into funds supporting families and small businesses in crisis. Last year, Natural Investments and our clients held $785M in responsibly managed assets, representing

Putting Equity at the Center of our Organizational Culture

Natural Investments as a firm has been on its own path of social justice since it began. It’s the core of our mission. And yet in the area of racial equity, we know there is much more that we can and want to accomplish. Our natural focus is external, in that we are always looking

2020 Shareholder Advocacy Review

Natural Investments plays a proactive role within our industry by facilitating positive economic, social, and environmental change. One of the ways we push for the transformation we want to see is through shareholder engagement with companies, as well as advocacy with elected officials and federal agency commissioners on matters of public policy.

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