Investing with Intent – Fall 2023

This newsletter, “Investing with Intent,” is distributed to clients and friends of Natural Investments, PBLLC (NI). NI is an investment adviser registered with the SEC.

In SRI News – Summer 2023

As of now, publicly-traded companies do not have to disclose contributions to political groups or lobbying efforts. The Securities Exchange Commission (SEC) is considering the addition of corporate political spending disclosures to its oversight.

Read this in Forbes and more SRI headlines here.

Market Report – Summer 2023

Stock and bond markets rallied during the second quarter with large company stocks rising 8.7%, small company stocks up 5.2%, foreign stocks up 2.2%, while bonds declined 0.8%. As the quarter drew to a close, the U.S. economy has continued to hold up despite the Federal Reserve executing its fastest series of interest rate hikes

States For or Against ESG Investing

This map shows which states are pro or anti ESG as of June 2023. Check back monthly for updates to this map. Sources: Ballotopedia and law firm Ropes & Gray. As of June 30, seven states have passed legislation to allow the integration of environmental, social, and governance (ESG) factors in state investment decision-making, while 22 states have

2022 Impact Report

This year’s impact report highlights the important work we are doing together to make our economic system more resilient, just, and regenerative. Now in our 38th year of managing investor assets, we appreciate your enduring commitment to this transformation of society and our economy.

2022 Sustainable & Responsible Impact

Despite the market downturn in 2022, interest in sustainable investments continued to increase across the United Sates. At Natural Investments, the inflow of new clients starting their sustainable, responsible, impact (SRI) investing journey helped grow the firm to $1.18 billion assets under management. [1] The stewardship approach with client assets also reimagines the purpose of

Sustainable, Responsible, Impact Investing Hits the Big Time

We’ve reached the big time. When every major media outlet, Congress, the Department of Labor, and Securities and Exchange Commission (SEC) are all focused on issues pertaining to sustainable, responsible, and impact (SRI) investing, it’s clear that this segment of the financial services industry has hit its stride in terms of popularity, impact, and yes,

ESG Investing: Reaping What We’ve Sown                       

Driven by ever-increasing investor demand, most major investment institutions are practicing sustainable, responsible, and impact (SRI) investing. As a result, the number of products claiming to integrate environmental, social, and governance (ESG) criteria continues to rise. Per Morningstar®, there are now more than 600 ESG mutual funds and exchange-traded funds in the U.S., including 87

Spotlight: East Bay Permanent Real Estate Cooperative

The East Bay Permanent Real Estate Cooperative (EB PREC) is a Black women-led cooperative founded in 2017 and incubated out of a partnership between the People of Color Sustainable Housing Network (POCSHN) and the Sustainable Economies Law Center (SELC). Its transformative mission is to “foster a culture of democracy and cooperation by giving everyone (tenants and

Spotlight: Ecosystem Integrity Fund

When Ecosystem Integrity Fund (EIF) came to my attention in 2014, the members were raising capital for their second venture fund. I found them to be particularly attractive because of my background in physics and environmental science and their serious focus on environmental sustainability. Today, the depth and breadth of that sustainability focus makes EIF

Market Report – Spring 2023

The stock and bond markets went for a bouncy ride for the first quarter which ended with the markets higher. For the period, large-company stocks were up 7.50%, small-company stocks were up by 2.7%, and foreign stocks were up 8.50%. Bonds increased for the quarter by 3.00%. High inflation has dominated the headlines and impacted

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