Insights - Page 3 of 27 - Natural Investments

Investing with Intent – Spring 2026

This quarter’s issue of Investing with Intent examines how values-aligned investing is responding to today’s political, economic, and regulatory shifts—exploring affordable housing for Hawaiian Natives, shareholders filing lawsuits with major corporations in reaction to SEC no-action guidelines, and more. Follow the stories below in our lastest issue. Puʻuhonua O Waiʻanae: A Village Without a Place No More by Kulu Maphalala Bringing the Wisdom of the Three Sisters into Financial Services by Diana Yáñez Why a Perpetual Purpose Trust Model Works for Sustainable Investing Firms by Carrie

Natural Investments April 8, 2026

2025 Impact & Public Benefit Report

The 2025 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 the firm’s impact on communities, its work to advance a more just form of capitalism, and its leadership in promoting racial equity and inclusive ownership.

Natural Investments July 15, 2025

Annual Company Letter: Evolving Our Firm – Making a Greater Impact

For decades, Natural Investments has shared the collective impacts of our social, economic, and environmental investments and activities via our newsletters. In recent years, these took the form of an annual impact report. Though committed to operating as a triple-bottom-line enterprise for many years, in transitioning to a Public Benefit LLC under Delaware law in

Michael Kramer July 11, 2025

The Impact of Ideas: 35 Years of Thought Leadership

With nearly a thousand published pages in three books over close to 35 years, what has been our impact? If you add in the more than 100 issues of this newsletter and all the related articles, blog posts, and social media posts, what difference have we made? And what can we learn going forward? I

Christopher Peck July 11, 2025

Regenerative Investing: A ‘Fusion Dance’ Melding the Old and New

Let me tell you about the similarities between salsa dancing and regenerative investing. The first time I danced salsa I felt relieved and surprised. I thought to myself, “So this is what my body has been trying to do during the previous two years of trying to force it into lindy hop…” I grew up

Diana Yáñez July 11, 2025

Impact & Public Benefit Report 2025: Headway in a Time of Resilience

Sustainability crept into mainstream consciousness in the late ‘80s, and while it started as an offshoot of the environmental movement, it migrated into business, finance, and government policy soon thereafter. In 1990, there were about a dozen socially responsible mutual funds, and today, there are over 500. Since it launched nearly 20 years ago, the

Michael Kramer July 11, 2025

2025 Sustainable & Responsible Impact

A year of relative economic stability and prosperity, in 2024 Natural Investments maintained a steady growth period. Natural Investments grew 18 percent to $1.7 billion in socially responsible investment (SRI) assets under management between new clients seeking SRI and market value increase. Natural Investments channels capital into investments with intentional and measurable impact, while meeting

Natural Investments July 11, 2025

Market Report – Summer 2025

In the second quarter of 2025, the looming possibility of high tariffs continued to play a significant role in driving the U.S. and global economies. However, the trade policy worst-case scenarios championed by the current administration have yet to materialize, as they continue to threaten— but ultimately back away from—their most severe tariff policies. Tech

Kulu Maphalala July 11, 2025

Spotlight: Hope Credit Union – An Effective Way to Invest in Achieving Racial Economic Equality

Natural investments’ clients know the value of socially responsible portfolio management— but what about friends or family who haven’t accumulated the capital for such services but still want the money they save to make a difference in the world? This is exactly why our firm continues to have a mutually strengthening relationship with Hope Credit

Sara Loving July 11, 2025

Spotlight: Capital Good Fund – An Ethical Alternative to Payday Lending

People on the economic margins in the united states are often unable to access loans from banks and credit unions when they encounter an unexpected expense. According to the Federal Reserve, in 2023, more than 35 percent of the U.S. population would not be able to cover a $400 emergency expense with cash. People without

Joel Koerner July 11, 2025

Investing with Intent – Spring 2025

This quarter’s issue of the Investing With Intent newsletter offers ways to stay true to your values in the shifting political landscape, how to protect your home in the age of climate change, and highlights what one firm is doing to light the way for socially responsible investing.

Natural Investments April 6, 2025