This quarter’s issue of the “Investing with Intent” newsletter for clients and friends addresses responsible investing after the election, protecting the Amazon rainforest, investing in farming in sub-Saharan Africa, and an update on the firm’s internal racial equity work.
The stock and bond markets fared well during the third quarter as the expectation for—and then confirmation of—a Fed interest rate cut sustained investor confidence. For the quarter, U.S. large-company stocks rose 5.9 percent, small-company stocks were up 9.3 percent, and foreign stocks rose 7.3 percent. Because bond values tend to move in the opposite
As a further reflection of our commitment to racial equity and justice, Natural Investments recently became a member of Freedom Economy, a coalition of responsible investors, investment professionals, and values-aligned legal professionals who support one another in responding to the unfounded attacks against diversity, equity, and inclusion (DEI), as well as responsible investing. This network
In 2016, the power of Indigenous People was spotlighted by the Standing Rock Sioux Tribe-led #NODAPL movement, a protest against the building of the Dakota Access pipeline that would cut through Tribal lands and waters. Though the #NODAPL movement was not able to overcome the power and pressure to build the pipeline, it proved to
Racial Equity & Justice Giving Natural Investments donates at least half of its annual charitable contributions towards racial equity and justice organizations, particularly those working on financial and economic issues. Annual Company Letter – Being the Change In the past seven years, Natural Investments successfully achieved gender parity and attained 24% advisors of color. Our
Our founder, Jack Brill, started as a socially responsible investment advisor in 1985. Jack and his son Hal ran a thriving, father-son business for 22 years, and when I joined Natural Investments in 2000, we became a firm. Manager Christopher Peck and I became co-owners in 2007 and one of the first B Corps in
Natural Investments donates at least half of its annual charitable contributions towards racial equity and justice organizations, particularly those working on financial and economic issues. In addition, our advisors donate a percentage of their gross revenue to charitable organizations. Many of our contributions are featured on our website: naturalinvestments.com/about/charitable-contributions/
Investors continue to pursue sustainable and socially responsible investing (SRI) in 2023, despite attacks on ESG policies from conservative spheres and the Federal Reserve’s efforts to shrink the economy. Natural Investments has more than doubled its holdings in the last five years. In the last year alone, Natural Investments grew 22% to $1.44 billion in
The popularity of socially responsible investing (SRI) reached new heights in the past year. A recent JP Morgan study, “Sustainable Investing on the Rise,” revealed 82% of investors are very interested in sustainable investing and plan to increase their commitment to it in the next two years. Investors shared their investment priorities of climate change
Natural Investments refers to private market investments as “regenerative” because this economic capital attempts to mimic natural ecosystems. It provides integrative cycles of financial support and opportunity while minimizing toxic social and environmental repercussions. Regenerative investing is a stewardship approach to assure future generations share in the bounty of clean air and water, healthy food,
According to the 2022 census, 11.5% of the U.S. population lives in poverty. That’s nearly 38 million people. Living in poverty means earning less than $15,060 per year for an individual, or $31,200 for a family of four. It also means struggling to access quality food, education, healthcare, and economic opportunities. In some communities, the
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