Insights - Page 22 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

What’s at Stake? A Livable Climate Future

Americans will soon vote in an election with unprecedented stakes. The outcome of the presidential and Congressional races will determine whether this country continues its rapid descent into xenophobia, isolationism, and climate nihilism—or whether we open a doorway of possibility to a better future.

Joel Koerner October 13, 2020

Shareholder Activism: The Name of The Game

Socially responsible investing has gone mainstream, if you haven’t heard. Recent reports show that the total amount of professionally managed money invested with social and or environmental criteria has topped $11 trillion. This hasn’t gone unnoticed by a myriad of large and small investment companies and advisors. It is now more important than ever for

Scott Secrest September 4, 2020

Investing with Intent – Summer 2020

Investing to End Racial and Wealth Inequality by Amy Pender Pandemic Planning: Transitions, Endings, and New Beginnings by Carrie VanWinkle BLM: Resources for Solidarity Actions SRI in Focus: Creating a New Normal by Michael Kramer Market Report – Summer 2020 by Scott Secrest Download a full PDF copy here: Investing with Intent – Summer 2020

Natural Investments July 17, 2020

BLM: Resources for Solidarity Actions

The recent national outcry over police violence against Black Americans highlights both the institutional racism of the criminal justice system and the deep socioeconomic disparities Black communities must contend with. Natural Investments has long been committed to channeling investment capital to community development intermediaries and enterprises operated by and for people of color as a

Natural Investments July 17, 2020

Market Report – Summer 2020

As we concluded the first full quarter of economic fallout from the coronavirus pandemic, stock values were generally higher, with large company stocks up 20.5%, smaller company stocks up 25.4%, and foreign stocks up 14.9%. Bonds, broadly measured, rose by 2.9%. These returns have an impressive luster in part because they are measured relative to

Scott Secrest July 17, 2020

SRI in Focus: Creating a New Normal

In The Resilient Investor, we noted that this is an era of volatility, uncertainty, complexity, and ambiguity. Five years after the publication of our book, which was devoted to planning for major disruptions, it turns out even we underestimated how prescient our framework would be! Typically, volatility is described in terms of the severity of

Michael Kramer July 17, 2020

Pandemic Planning: Transitions, Endings, and New Beginnings

Most of us have experienced important disruptions due to the COVID-19 pandemic. At the time of publication, more than 128,000 Americans have died from the illness, leaving entire communities in mourning. Shut-downs and quarantine orders have devastated the economies of entire cities. Nearly everyone—even the most privileged—have had to make major changes to their daily

Carrie Van Winkle July 17, 2020

Investing to End Racial and Wealth Inequality

“These are tumultuous times.” It sounds like a cliché, but one could argue that it’s an apt description of life on planet Earth right now. As the world continues its struggle with mitigating the devastating effects of the novel coronavirus, the world has witnessed, yet again, horrific scenes of police violence and brutality against Black

Amy Pender July 17, 2020

2019 Social Impact Report

Download a full PDF copy of our 2019 Social Impact Report Intentional Growth, Deeper Commitment by Michael Kramer 2019 Overall SRI Impact 2019 Shareholder Advocacy Review 2019 Regenerative Investments Progress on Private Prison Divestment by Kirbie Crowe Divest, Then Reinvest by Scott Secrest Spotlight: First Nations Oweesta by James Frazier Spotlight: The Ujima Fund by

Natural Investments April 22, 2020

Intentional Growth, Deeper Commitment

Over the past 30 years, Natural Investments has grown slowly and organically over time by attracting advisors who are aligned with our mission. Even without specific growth targets, our firm has expanded, introducing more people, new ideas, and a wider range of business styles. As a collective of advisory practices, we share common investments, codes

Michael Kramer April 22, 2020