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 »
Investors continue to pursue sustainable and socially responsible investing (SRI) in 2023, despite attacks on ESG policies from conservative spheres and the Federal Reserve’s efforts to shrink the economy. Natural Investments has more than doubled its holdings in the last five years. In the last year alone, Natural Investments grew 22% to $1.44 billion in
2024 Sustainable & Responsible Impact 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 »
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
Did You Know Affordable Housing Bonds Are in Your Portfolio? Read More »
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.
In SRI News – Spring 2024 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 »
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,
ESG for Impact Conference Emphasizes Justice, Equity, Diversity, and Inclusion Read More »
Nominated by our friends at Calvert Impact Capital, Environmental Finance named NI 2023 Advisor of the Year.
In SRI News – Winter 2024 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 »
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