Investing with Intent – Fall 2023
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.
socially responsible investing
In SRI News – Fall 2023
Among 33 million small businesses in the U.S., only an estimated 1,000 are worker cooperatives. But the trend is increasing for employee-owned enterprises. Slow Bloom Coffee Cooperative in Southern California offers one example of workers unifying to create a model that allows more co-owners to join.
Photo credit: Gabe Perez
Investing with Intent – Summer 2023
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.
Veganize Your Investments
Over the past few years, celebrities have been going bananas for plant-based businesses, and the funds that support them are growing. Stella McCartney just launched a $200 million investment fund for vegan and sustainable brands. Musician Moby, actor Joaquin Phoenix, and filmmaker James Cameron have also publicly endorsed vegan and ethical investing to support companies
In SRI News – Summer 2023
As of now, publicly-traded companies do not have to disclose contributions to political groups or lobbying efforts. The Securities Exchange Commission (SEC) is considering the addition of corporate political spending disclosures to its oversight.
Read this in Forbes and more SRI headlines here.
2022 Sustainable & Responsible Impact
Despite the market downturn in 2022, interest in sustainable investments continued to increase across the United Sates. At Natural Investments, the inflow of new clients starting their sustainable, responsible, impact (SRI) investing journey helped grow the firm to $1.18 billion assets under management. [1] The stewardship approach with client assets also reimagines the purpose of
Shareholder Advocacy Review – Fall 2022
Our Moment Anyone who’s been a sustainable and responsible investor for more than 30 years, long before it was popular, knows how difficult it’s been for the approach to gain mainstream acceptance. We’ve all watched with great pleasure as more and more investors have increasingly aligned their investments with their values, but it took quite
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
Navigating the Rise of Electric Vehicles and Demand for Critical Minerals
In the last issue of “Investing With Intent,” Brady Quirk-Garvan and James Frazier wrote about cryptocurrency for socially responsible investors. In this article, Ryan Jones-Casey articulates the myriad considerations associated with the rise in demand for electric vehicles, and the parallel rise in demand for the minerals required in current battery technology. While the mining
Navigating the Rise of Electric Vehicles and Demand for Critical Minerals Read More »
Investing with Intent – Fall 2022
Navigating the Rise of Electric Vehicles and Demand for Critical Minerals by Ryan Jones-Casey, CFP®, AIF® Sustainability and the Name Game by Sylvia Panek, AIF® Patagonia Transfers Shares to Planet Earth by Scott Secrest, AAMS® Year-End Planning by Kirbie Crowe, AIF®, CFP® Shareholder Advocacy Review – Fall 2022 by Michael Kramer Market Report – Fall 2022 by Scott Secrest, AAMS® In