Insights - Page 24 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

Prudence in Times of Uncertainty

A letter to our clients: After over 10 years of an upwardly trending stock market, the moment for severe volatility has finally arrived. It’s always difficult to predict the conditions that will cause a mass sell-off of equities, but in our 35 years of financial advising we’ve seen a variety of precipitating causes for downturns,

Natural Investments March 12, 2020

In the News – Winter 2020

1: TAKE ACTION NOW TO PROTECT SHAREHOLDER RIGHTS Although a recent Senate Banking Committee oversight hearing excoriated SEC Chairman Jay Clayton about the agency’s proposed rules to curtail the rights of shareholders and proxy advisory firms to advocate for corporate policy changes, the SEC is pressing forward. Any investor who believes shareholder rights should be

Natural Investments January 20, 2020

Investing with Intent – Winter 2020

Investing with Your Values by Carrie Van Winkle A Hard Reckoning for Capitalism by Michael Kramer Returning to the South: Part 2 by Tiffany Ann Brown Market Report by Scott Secrest In the News Investing With Intent: Winter 2020 (PDF)

Natural Investments January 20, 2020

A Hard Reckoning for Capitalism

We’re witnessing a watershed moment in history that will redefine the parameters of our global economic system. The traditional capitalists who created this system believe the sole purpose of business is to make money regardless of the cost to our environment, people, or the rule of law. This short-termism ignores the consequences of corporate practices

Michael Kramer January 20, 2020

Market Report – Winter 2020

The U.S. stock market closed the year with significant gains. Large company stocks in the U.S. were up 31.5%, small company stocks rose 25.5%, and bonds returned 8.7%. Foreign stocks were also up, rising by 22%. When we entered 2019, the stock market had just endured steep losses in December 2018, the worst December for

Scott Secrest January 20, 2020

In the News – Winter 2020

1: TAKE ACTION NOW TO PROTECT SHAREHOLDER RIGHT Although a recent Senate Banking Committee oversight hearing excoriated SEC Chairman Jay Clayton about the agency’s proposed rules to curtail the rights of shareholders and proxy advisory firms to advocate for corporate policy changes, the SEC is pressing forward. Any investor who believes shareholder rights should be

Natural Investments January 20, 2020

Investing with Your Values

It can be overwhelming to think about the ways that our values and money interact in our lives. Some people might know they want their money to create positive impact but feel unsure of where to start. Unless we bring intention and clarity to our money life, the money flowing through our lives may be

Carrie Van Winkle January 20, 2020

Returning to the South: Part 2

This article is the second of a two-part series by Tiffany Brown exploring the racial wealth divide across the Deep South. The Legacy Museum in Montgomery, Alabama tells the story of stolen people, enslavement for free labor, the premature withdrawal of federal troops after Emancipation, and the lack of enforcement of the Civil Rights Act

Kate Poole January 20, 2020

NI Newsletter Fall 2019

The Power of Protest by James Frazier Returning to the South: Part 1 by Tiffany Brown Battling Government’s Assault on Shareholder Rights by Michael Kramer Gold: Is there a Socially Responsible Option? by Evan Quirk-Garvan What’s Up on Wall Street: Fall 2019 by Scott Secrest

Natural Investments October 21, 2019

What’s Up on Wall Street: Fall 2019

The U.S. stock market dipped notably in early August and exhibited considerable volatility throughout the month. The market drop and subsequent instability, which stretched into September, were related to concerns about growth prospects for the U.S. and global economies. These concerns were validated by the Fed’s decision to cut interest rates in late July—the first

Scott Secrest October 21, 2019