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Sustainability and the Name Game

Last year, my fellow NI advisor James Frazier wrote “Wall Street Wakes Up to SRI” on sustainable and responsible investments becoming a mainstream component of the financial services industry. Substantial asset flows into environmental, social, and governance (ESG)-labeled funds have prompted large conglomerates to buy up boutique socially responsible investing (SRI) companies in the SRI …

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Shareholder Advocacy Review – Winter 2022

We finally get to take some victory laps! After years battling the previous administration, we are finally seeing executive branch actions that roll back its archaic rules and guidance that clearly benefited corporations and not investors. SUCCESSES The Securities and Exchange Commission (SEC), for example, recently issued new guidance addressing the criteria by which shareholders …

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2020 Shareholder Advocacy Review

Natural Investments plays a proactive role within our industry by facilitating positive economic, social, and environmental change. One of the ways we push for the transformation we want to see is through shareholder engagement with companies, as well as advocacy with elected officials and federal agency commissioners on matters of public policy.

SRI in Focus: Lunatics in the Asylum

Despite the pandemic and ensuing economic crisis, socially responsible investments (SRI) have received higher inflows of capital in 2020 than in any other period of American history. That’s right: investors have poured more than $21 billion into 300+ publicly available domestic SRI funds, well before the year’s end. All told, investors have already purchased more …

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2019 Shareholder Advocacy Review

Natural Investments is involved in a range of efforts with our industry colleagues that facilitate positive economic, social and environmental change, including shareholder engagement with companies and public policy advocacy. Natural Investments regularly engages in corporate and political advocacy to protect ecosystems, defend human rights, and advance racial and economic justice. In 2019, we participated …

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