Insights - Page 21 of 28 - Natural Investments

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 – Winter 2021

The three major events of the year—the coronavirus pandemic, racial unrest, and a contentious presidential election— combined to present an environment that we could scarcely have imagined twelve months ago. There has been plenty of fallout from these events, including the heartbreak over lives lost, economic hardship, a painful confrontation with systemic racism, and the

Scott Secrest January 12, 2021

In the News – Winter 2021

1: SUSTAINABLE INVESTING ASSETS REACH $17. 1 TRILLION (US SIF Foundation) Total US-domiciled assets under management using sustainable investing strategies grew from $12.0 trillion at the start of 2018 to $17.1 trillion at the start of 2020––an increase of 42 percent––according to a biennial “Trends Report” by the Forum for Sustainable and Responsible Investment (US

Natural Investments January 12, 2021

STATEMENT ON JUSTICE, EQUITY, DIVERSITY, AND INCLUSION

Natural Investments is making a long-term commitment to the principles of Justice, Equity, Diversity, Inclusion (JEDI). Justice: We actively seek to dismantle supremacy in all its forms, remove barriers to justice, and use our institutional privilege to address longstanding inequities. We work collaboratively to uphold human dignity and foster systemic change both within our firm

Natural Investments January 12, 2021

Here’s How You Can Size Up Climate Change

by Deborah Nason, CNBC Another option is YieldCos, according to Michael Kramer, managing partner and director of research with Natural Investments in Kona, Hawaii. ″[These] are essentially renewable energy utilities, often tied to the grid,” Kramer said. “They are lower risk than, say, companies that manufacture equipment.

Natural Investments December 10, 2020

Here’s what you need to know about impact investing, where returns are not the only reward

by Debora Nason, CNBC Growing rapidly within the socially responsible investing landscape is the world of so-called impact investing, which deploys your money more directly toward solving societal problems. Largely executed through direct investing platforms, this approach addresses specific problems, such as alleviating poverty in certain communities or reducing pollution. These investments are designed to

Natural Investments November 19, 2020

Investing with Intent – Fall 2020

What’s at Stake: A Livable Climate Future by Joel Koerner Even Worse “Worst-Case Scenario” Planning by Christopher Peck In the News: Responsible Investing – Fall 2020 SRI in Focus: Lunatics in the Asylum by Michael Kramer Market Report – Fall 2020 by Scott Secrest Download a full PDF copy here: Investing with Intent: Fall 2020

Natural Investments October 13, 2020

Market Report – Fall 2020

In spite of heightened volatility in stocks as the quarter drew to a close, the markets generally moved higher over the period. For the quarter, US large company stocks rose 8.9%, smaller company US stocks were up 4.9%, foreign stocks were higher by 4.8%, and US bonds, broadly measured, were up 0.6%. While stock indexes

Scott Secrest October 13, 2020

SRI in Focus: Lunatics in the Asylum

Despite the pandemic and ensuing economic crisis, socially responsible investments (SRI) have received higher inflows of capital in 2020 than in any other period of American history. That’s right: investors have poured more than $21 billion into 300+ publicly available domestic SRI funds, well before the year’s end. All told, investors have already purchased more

Michael Kramer October 13, 2020

In the News: Fall 2020

1: WASHINGTON (PRO FOOTBALL TEAM) MOVES TOWARD CHANGING CONTROVERSIAL TEAM NAME After public political protest and financial pressure by major corporate backers such as FedEx, Nike, and Pepsi, in July the owner of the Washington, D.C., professional football team agreed to change the team’s derogatory name. The move was celebrated by SRI investors, who have

Natural Investments October 13, 2020

Even Worse “Worst-Case Scenario” Planning

If you’re working with a financial planner, chances are you’re the kind of person who has also prepared for the possibility of an earthquake, hurricane, or wildfires. But have you prepared for potential civil unrest around the election? “What? No, that could never happen here!” you might be thinking. Well, it’s not something I’d ever

Christopher Peck October 13, 2020