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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

Did You Know Affordable Housing Bonds Are in Your Portfolio?

Real estate is an asset class that generally appreciates in value and offers owners the ability to leverage equity for additional capital. Even with the risk of tying up money in an immovable asset and the maintenance costs associated with it, home ownership is still one of the primary wealth-building tools for Americans. There is

Sylvia Panek April 2, 2024

Market Report Spring 2024

The stock market performed well over the first quarter with large-company stocks rising 10.6%, small-company stocks up 5.2%, and foreign stocks up 5.7%. Bonds, broadly measured, lost ground ending modestly down 0.4%. The U.S. economy is holding up well, and that’s a challenge for the Federal Reserve. The pandemic economic shock prompted a swift and

Scott Secrest April 2, 2024

Listen to the Highly Sensitive Money Podcast

Money is consistently one of the leading causes of mental health stress, according to the survey “Stress in America” by the American Psychology Association. This sense of unease can be even more overwhelming for those of us who identify as highly sensitive. Highly Sensitive Money is a new podcast that offers resources to highly sensitive

Diana Yáñez April 2, 2024

In SRI News – Spring 2024

Registered Investment Advisors (RIAs) specializing in sustainable and impact investing welcomed the SEC’s approval of its climate-risk disclosure rule but hope to see more disclosure requirements down the line. Michael Kramer, Trust Steward and Manager at Natural Investments, called the rule “historic” and “absolutely warranted” to help better inform clients.

Natural Investments April 2, 2024

Investing with Intent – Winter 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 January 9, 2024

ESG for Impact Conference Emphasizes Justice, Equity, Diversity, and Inclusion

On Oct. 8-11, I served on the agenda committee of the ESG for Impact Conference in Broomfield, Colorado, and coordinated two panels within the Justice, Equity, Diversity, and Inclusion track. The first panel, “Creativity, Connection, and Community: ESG+I and Indigenous Investment Success,” discussed how investors can approach Indigenous partnership by supporting community values, data sovereignty,

Sylvia Panek January 9, 2024

SOCAP Global in San Francisco Highlights Indigenous Voices

On Oct. 23-25 last fall, I attended SOCAP23 in San Francisco. The 15th annual conference brought together 3,200 investors, entrepreneurs, and social impact leaders to accelerate progress toward solving the world’s toughest challenges through market-based solutions. A recurring theme of the conference was the precarious state of our climate and the need for a worldwide

Kulu Maphalala January 9, 2024

The Most Important Tasks for Cybersecurity

Imagine we’re out camping. It’s dark and cold, and we’re huddled around a dwindling campfire. With a look over my shoulder, I ask you to lean in close. I have a ghost story to tell you, but this one is real. Really real, like, scary real—happened to a friend of mine. According to Statista, the

Christopher Peck January 9, 2024

The Assembly of Black Possibilities Invites Participants to Rethink Investment Practices

On Oct. 2-3 last fall, at The Assembly of Black Possibilities, a two-day convening in Boston, I ran a workshop with Tiffany Brown of NI and Chordata Capital called “Money Talks: Aligning Your Values with Investment Choices.” We had the opportunity to share our core values, engage in “real talk” about the opportunities and limitations

Nicole Middleton Holloway January 9, 2024
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