Landmark Class-Action Lawsuit over Climate Risk in Retirement Plan ClientEarth filed a class-action lawsuit, the first of its kind, against Cushman & Wakefield on behalf of a former employee for failing to properly protect their 401(k) plan from climate change risks, thus violating the Employee Retirement Income Security Act of 1974. ESG Dive Kensington Corridor Trust demonstrates […]
This article was first published in the March issue of Green Money Journal Two years ago, Natural Investments became the first financial advisory firm in the United States to convert itself into a perpetual purpose trust. For our firm, this was not just a legal milestone. It was an ethics-driven decision about the future of
Why a Perpetual Purpose Trust Model Works for Sustainable Investing Firms Read More »
Many call it paradise, but for the Native people of what was once the Kingdom of Hawaiʻi, being “priced out of paradise” is a very real threat. Official numbers put Hawaiʻi’s houseless population at about 6,500, the highest per capita in the country. This number is also likely an undercount, only accounting for those on
Puʻuhonua O Waiʻanae: A Village Without a Place No More Read More »
This quarter’s issue of Investing with Intent examines how values-aligned investing is responding to today’s political, economic, and regulatory shifts—exploring cooperative economic models in Italy and Spain, the growing role of judicial action as shareholder advocacy and the evolving case for socially responsible investing, and what market signals, AI disruption, and tariffs mean for Main Street and Wall Street alike. Download a full PDF copy here: Investing with Intent Winter 2026.
For anyone following the financial news cycle, it’s hard to miss the increasingly heated debate around sustainable, responsible, and impact (SRI) investing. Detractors—often speaking from an ideological position on the right—argue that SRI promotes progressive values in corporate boardrooms. Supporters counter that these strategies have generally performed in line with traditional portfolios while helping to
Rewriting the Rules: Aligning Profit and Purpose with SRI Read More »
This quarter’s In the News recaps reporting on how investors, institutions, and communities are responding to today’s political and regulatory climate—from the resilience of sustainable investing and renewed momentum in climate tech to the growing role of community-owned real estate and rising concerns about transparency and accountability in financial markets.
This quarter’s issue of the Investing with Intent newsletter explores values-driven divestment in a turbulent political climate, the meaning of conviction in impact investing, the challenges of AI and copyright, and rising opportunities in renewable energy and shareholder advocacy.
On Wall Street, the word “conviction” refers to one’s confidence that a given investment will be profitable. For example, a “high conviction” investment is one that an investor believes will ultimately be highly profitable and is worth holding—even at the cost of enduring losses along the way. Likewise, an investor could easily get shaken out
The political turmoil of 2025 had a profound impact on the economy and how investors think about their financial futures and investment choices. Americans’ views on the economy never recovered from pre-COVID levels; only 23 percent of Americans now view the economy favorably, a significant drop from public sentiment in early 2020 when 60 percent
This quarter’s In the News recaps articles reporting on big banks reactions to the current political climate and the new buzzword for ESG.