Racial Equity & Justice Giving Natural Investments donates at least half of its annual charitable contributions towards racial equity and justice organizations, particularly those working on financial and economic issues. Annual Company Letter – Being the Change In the past seven years, Natural Investments successfully achieved gender parity and attained 24% advisors of color. Our […]
2024 Annual Impact Report Read More »
The popularity of socially responsible investing (SRI) reached new heights in the past year. A recent JP Morgan study, “Sustainable Investing on the Rise,” revealed 82% of investors are very interested in sustainable investing and plan to increase their commitment to it in the next two years. Investors shared their investment priorities of climate change
2024 Shareholder Advocacy – Wielding Influence Read More »
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.
Investing with Intent – Spring 2024 Read More »
In March, the Securities and Exchange Commission (SEC) voted to require companies to disclose climate risks for the first time in American history. This regulatory mandate comes after three years of intense advocacy and more than 24,000 public comments. It confirms what sustainable investors have long known: that environmental practices, and carbon emissions in particular,
Historic Corporate Climate Disclosure Rule Passed by the SEC Read More »
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.
Investing with Intent – Winter 2024 Read More »
Two years ago, the SEC approved the Nasdaq’s proposed new rule on board diversity and disclosure that would require all Nasdaq-listed companies to provide data on board members’ gender, race, and self-identification as LGBTQ+. The rule would also require that boards include at least one female and at least one person who self-identifies as an
A Judicial Victory Read More »
Unfortunately, when the U.S. House of Representatives selected Mike Johnson, R-La., as its Speaker, they picked someone who has been vehemently opposed to socially responsible investing. In the past six years, he sponsored four bills (that didn’t pass) to curtail it, stating that the Department of Labor is overreaching its authority by allowing retirement plans
Shareholder Advocacy: The Radicals on the Hill Read More »
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.
Investing with Intent – Fall 2023 Read More »
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.
Investing with Intent – Summer 2023 Read More »
Natural Investments recently converted its company ownership from six financial advisors to the Natural Investments Purpose Trust. That’s right, we’re now essentially owned by a purpose! Creating this trust over the past 18 months means that Natural Investments will continue to exist in perpetuityas an independent firm owned by an entity rather than individuals. Now
Natural Investments Becomes the First Perpetual Purpose Trust in Financial Services Read More »
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