Insights

Investing with Intent – Spring 2024

This newsletter, “Investing with Intent,” is distributed to clients and friends of Natural Investments, PBLLC (NI). NI is an investment adviser registered with the SEC.

How One Nonprofit Shifted Assets to Align with Its Mission

As a firm, Natural Investments has long provided portfolio management and financial planning services to institutional clients across the country. By the end of December 2022, there were 27 nonprofit and foundation clients with about $90 million in assets under management firmwide. In this article, we want to share a case study about a nonprofit

Hawai‘i Investment Ready Helps Social Entrepreneurs

Hawai‘i Investment Ready (HIR) assists social entrepreneurs in Hawai‘i by growing their impact and helping them gain access to capital. Founded in 2013 by long-time local entrepreneurs Lisa Kleissner and Neil Hannahs, HIR is the first Native-led accelerator program in Hawai‘i. In 2019, the leadership of HIR passed to Keoni Lee, a Native Hawaiian social

In SRI News – Fall 2023

Among 33 million small businesses in the U.S., only an estimated 1,000 are worker cooperatives. But the trend is increasing for employee-owned enterprises. Slow Bloom Coffee Cooperative in Southern California offers one example of workers unifying to create a model that allows more co-owners to join.
Photo credit: Gabe Perez

Investing with Intent – Summer 2023

This newsletter, “Investing with Intent,” is distributed to clients and friends of Natural Investments, PBLLC (NI). NI is an investment adviser registered with the SEC.

Natural Investments Becomes the First Perpetual Purpose Trust in Financial Services

Natural Investments recently converted its company ownership from six financial advisors to the Natural Investments Purpose Trust. That’s right, we’re now essentially owned by a purpose!  Creating this trust over the past 18 months means that Natural Investments will continue to exist in perpetuityas an independent firm owned by an entity rather than individuals. Now

vegan investment funds

Veganize Your Investments

Over the past few years, celebrities have been going bananas for plant-based businesses, and the funds that support them are growing. Stella McCartney just launched a $200 million investment fund for vegan and sustainable brands. Musician Moby, actor Joaquin Phoenix, and filmmaker James Cameron have also publicly endorsed vegan and ethical investing to support companies

In SRI News – Summer 2023

As of now, publicly-traded companies do not have to disclose contributions to political groups or lobbying efforts. The Securities Exchange Commission (SEC) is considering the addition of corporate political spending disclosures to its oversight.

Read this in Forbes and more SRI headlines here.

Market Report – Summer 2023

Stock and bond markets rallied during the second quarter with large company stocks rising 8.7%, small company stocks up 5.2%, foreign stocks up 2.2%, while bonds declined 0.8%. As the quarter drew to a close, the U.S. economy has continued to hold up despite the Federal Reserve executing its fastest series of interest rate hikes

States For or Against ESG Investing

This map shows which states are pro or anti ESG as of June 2023. Check back monthly for updates to this map. Sources: Ballotopedia and law firm Ropes & Gray. As of June 30, seven states have passed legislation to allow the integration of environmental, social, and governance (ESG) factors in state investment decision-making, while 22 states have

2022 Impact Report

This year’s impact report highlights the important work we are doing together to make our economic system more resilient, just, and regenerative. Now in our 38th year of managing investor assets, we appreciate your enduring commitment to this transformation of society and our economy.

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