In The News – Fall 2025
This quarter’s In the News recaps articles reporting on big banks reactions to the current political climate and the new buzzword for ESG.
Community Investing
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.
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
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
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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.
Leaning In: Adasina Social Capital Lights the Way
Before the turn of the century, sustainable and socially responsible investing (SRI) was a small portion of the overall financial system. Of the thousands of mutual funds in the market, a couple dozen carried the “green” or “socially responsible” description. Committed SRI fund companies had a general mission and vision to encourage greater corporate responsibility
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In The News – Spring 2025
This quarter’s In the News recaps articles reporting on big banks reactions to the current political climate and the new buzzword for ESG.
Investing with Intent – Winter 2025
This quarter’s issue of the “Investing with Intent” newsletter for clients and friends addresses responsible investing after the election, protecting the Amazon rainforest, investing in farming in sub-Saharan Africa, and an update on the firm’s internal racial equity work.
Being the Change: Natural Investments’ Commitment to Racial Equity
Natural investments’ Racial equity team (RE team) was established in 2021 to champion our firm’s internal efforts to foster a just, equitable, and safe workplace for all advisors and staff members. The team is currently composed of five advisors who serve a term of at least two years, and participants are compensated for being part
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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.