Insights - Page 27 of 28 - Natural Investments

Investing with Intent – Fall 2026

This quarter’s issue of Investing with Intent examines how values-aligned investing is responding to today’s political, economic, and regulatory shifts—challenging the radical changes proposed at the Securities and Exchange Commission, offering a primer on socially responsible investing, and as well as a hearfelt appreciation for a pair of long-time NI advisors taking their next chapter to retirement. Gratitude to Andy Loving and Susan Taylor A Socially Responsible Investing Primer by Diana G. Yáñez, CFP®, RLP® Challenging a Radicalized SEC by Michael Kramer Market Commentary –

Natural Investments October 20, 2026

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

Impact Profile: Calvert Impact Capital

Every day brings news of human struggle and environmental crisis. Reports of wildfires, dying lakes, children without access to education, and tent cities of the working homeless spur the urge to help—but the problems are complex and often thousands of miles away. This combination can leave us feeling powerless. Yet for many of the most

Susan Taylor April 22, 2019

Impact Profile: American Homeowner Preservation Fund

American Homeowner Preservation has developed a way to help struggling homeowners by leveraging the power of crowd sourced funding. Since 2008, AHP has helped hundreds of families across the country (and in Puerto Rico) resolve unaffordable mortgage debts and remain in the homes and communities they love. Like many who have been touched by AHP,

Amy Pender April 22, 2019

Impact Profile: BlueHub Capital

Over the last decade, Natural Investments clients and other accredited investors have contributed more than $173 million to a unique and highly impactful initiative by BlueHub Capital called Stabilizing Urban Neighborhoods (SUN). The nonprofit program has helped more than 1,000 homeowners in foreclosure avoid eviction by purchasing homes at a deep discount from mortgage lenders

Natural Investments April 22, 2019

Impact Profile: Iroquois Valley Farmland REIT

Since 2006, Iroquois Valley Farmland REIT has served small, family-owned organic farming enterprises by helping them grow their businesses, while supporting the growth and impact of the organic movement. The aim has been to increase the availability of nutritious organic foods while working to support long term soil health. As cofounder and CEO David Miller

Andy Loving April 22, 2019