Insights - Page 26 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

2001: Bringing Consciousness to Capitalism

This article is from our archives as part of the 100th issue special, celebrating twenty-five years of quarterly newsletters. A reflection on how our founders came to “natural investing” over thirty years ago, planting the seeds for today’s vibrant Natural Investments group, which includes twenty advisors all across the U.S. helping clients manage a half

Hal Brill July 24, 2019

2000: NI Scores High in New York Times Fund Study

This article is from our archives as part of the 100th issue special, celebrating twenty-five years of quarterly newsletters. For seven years, we took part in a New York Times study to find the best investment portfolio. As the only socially responsible money manager invited to participate, our founder Jack Brill was the “long shot,”

lillie July 24, 2019

1994: Viva South Africa!

This article is from our archives as a part of our 100th issue special, celebrating twenty-five years of quarterly newsletters. References to divestment as an advocacy tool appear throughout this anniversary issue, but the South Africa divestment movement of the 1980s is credited with being the first successful campaign by socially-conscious investors to help catalyze

Hal Brill July 24, 2019

Tales of the Quarter Century

Vintage Natural Investment Services logo as part of the 100th issue special, celebrating twenty-five years of quarterly newsletters. Before we were financial advisers, most of us were educators who felt called to drive positive change through teaching, writing, innovating, movement-building, and leading by example in sustainability and social justice. We have nurtured this commitment over

Michael Kramer July 24, 2019

What’s Up on Wall Street: Summer 2019

Stocks and bonds continued to perform well during the second quarter, in spite of an uncertain trade environment and worrying international tensions with Iran. For the quarter, the stocks of U.S. large companies were up 5.0%, U.S. small companies rose 2.4%, and foreign stocks rose 4.3%. U.S. bonds were up 3.0%. While the markets ended

Scott Secrest July 9, 2019

2018 Notable Highlights

Natural Investments, LLC welcomed five new advisors to the firm, expanding our company to twenty advisors across eleven states. We are cultivating the next generation of SRI leaders with wide-ranging expertise in sustainability, social justice, and impact investing. Tiffany Brown, San Francisco, CA Kirbie Crowe, Greenville, SC Joel Koerner, Louisville, KY Kate Poole, Asheville, NC

Natural Investments May 13, 2019

ESG & Advocacy in 2018

Environmental & Social Impact Of the $524M in assets under management by Natural Investments, $354M is in ESG-screened funds on the publicly-traded market. ESG refers to a variety of environmental, social, and corporate governance guidelines, known as avoidance and affirmative criteria, used to screen investments. We use them to steer clear of the practices and

Natural Investments May 13, 2019

A Year of Emerging Leadership: 2018 Reflections

Full copy of the 2018 Social Impact Report While Natural Investments principals have always been thought leaders in the sustainable, responsible, and impact investment (SRI) movement—we’re the only firm in the world to have published three books on the subject—we have generally gone about our business in a quiet manner. We’ve intentionally remained small by

Michael Kramer April 23, 2019

2018 Social Impact Report

A Year of Emerging Leadership: 2018 Reflections, by Michael Kramer 2018 Notable Highlights 2018 ESG & Advocacy Carbon Offsets: Making a Positive Climate Impact, by Christopher Peck Profile: Green Century Capital Management, by Brady Quirk-Garvan Profile: American Homeowners Preservation Fund, by Amy Pender Profile: Blue Hub Capital, by James Frazier Profile: Calvert Impact Capital, by

Natural Investments April 22, 2019

Carbon Offsets: Making a Positive Climate Impact

Climate change is one of the most urgent global crises facing humanity. This was as true during the Great Recession of 2007-2008 as it is today––yet while government institutions were immediately summoned to support our financial recovery, no such action was taken to mitigate climate change. More than 10 years later, our economy has recovered,

Christopher Peck April 22, 2019