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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

Market Report – Winter 2025

The stock and bond markets were mixed over the fourth quarter, though up for the year. Large-company stocks rose 2.4 percent for the quarter, and 25 percent for the year. Small-company stocks were up just 0.3 percent for the quarter, and up 11.5 percent for the year. Foreign stocks lost 8.1 percent for the quarter

Scott Secrest January 3, 2025

In The News – Winter 2025

This quarter’s In the News recaps several articles that show that ESG investing has a positive outlook, and there is a trend for land reclamation by BIPOC communities.

Natural Investments January 3, 2025

One Acre Fund: Putting Farmers First for Lasting Impact

One Acre Fund (1AF) is an innovative, nonprofit organization dedicated to helping smallholder farmers in sub-Saharan Africa improve their yield, increase their income, and build sustainable food supply and livelihoods. In 2024, Natural Investments finalized its due diligence of 1AF and added its Notes Fund as our newest investment open to clients looking to make

Kulu Maphalala January 3, 2025

Investing with Intent – Fall 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.

Natural Investments October 15, 2024

With or Without Advisors: Options for Voting Your Values During Corporate Proxies

If you own a stock—even one share—you are a part business owner (or shareholder) of that company. This gives you the opportunity to have your say on how the company is governed through your right to submit a proxy vote. You can vote on issues like board elections, executive compensation, and policy changes. And you

Maria Koerner October 15, 2024

Preserving the Right to Support Entrepreneurs of Color

After the supreme Court ended the practice of race-conscious admissions in higher education in 2023, conservative lawsuits sprung up against entities that have tried to level the playing field for women and People of Color who have been disproportionately left out of venture capital funding. A 2023 study from Deloitte, Venture Forward, and the National

Michael Kramer October 15, 2024

In The News – Fall 2024

This quarter’s In the News recaps several articles that show that ESG investing has a positive outlook, and there is a trend for land reclamation by BIPOC communities.

Natural Investments October 15, 2024

Market Report Fall 2024

The stock and bond markets fared well during the third quarter as the expectation for—and then confirmation of—a Fed interest rate cut sustained investor confidence. For the quarter, U.S. large-company stocks rose 5.9 percent, small-company stocks were up 9.3 percent, and foreign stocks rose 7.3 percent. Because bond values tend to move in the opposite

Scott Secrest October 14, 2024

The Freedom Economy: Fighting Back Against Racism

As a further reflection of our commitment to racial equity and justice, Natural Investments recently became a member of Freedom Economy, a coalition of responsible investors, investment professionals, and values-aligned legal professionals who support one another in responding to the unfounded attacks against diversity, equity, and inclusion (DEI), as well as responsible investing. This network

Michael Kramer October 14, 2024

Standing Rock: Forging the Way into a Native-led Energy Future

In 2016, the power of Indigenous People was spotlighted by the Standing Rock Sioux Tribe-led #NODAPL movement, a protest against the building of the Dakota Access pipeline that would cut through Tribal lands and waters. Though the #NODAPL movement was not able to overcome the power and pressure to build the pipeline, it proved to

Kulu Maphalala October 14, 2024
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