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Natural Investments Becomes the First Perpetual Purpose Trust in Financial Services

Company News, General / By

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 …

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Sustainability and the Name Game

General, Resilient Living / By

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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2020 Shareholder Advocacy Review

Advocacy & Policy, Impact Reports / By

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.

2020 Regenerative Investments

General, Impact Reports / By

Natural Investments has regenerative investments with forty-nine companies and funds that create social and environmental benefits in response to some of our society’s most pressing challenges. Regenerative, in this context, refers to private equity and debt investment opportunities with an explicit mission for positive societal and environmental impact. As of 2020, Natural Investment clients devoted …

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Spotlight: Kachuwa Impact Fund

General, Impact Reports / By

Kachuwa Impact Fund is an investment cooperative and public benefit corporation focused on owning and operating “impact real estate” and investing in privately held “impact companies.” As a cooperative, Kachuwa is democratically owned and controlled by its members. Brady Quirk- Garvan of Natural Investments recently met with Blake Jones, founder of Kachuwa Impact Fund, to …

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Spotlight: New Summit Investments

General, Impact Reports / By

One of the primary challenges facing investors seeking to make market-rate, high impact investments outside public markets is that most private investment structures have high minimum-investment requirements, often above $1,000,000 per investment, that put this type of investing out of reach for many investors. To address this barrier, New Summit pioneered a private high-impact “fund …

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Spotlight: RUNWAY

General, Impact Reports / By

RUNWAY was founded in 2017 by leaders in the women of color entrepreneurship ecosystem to help provide “friends and family”- style capital, expertise, and mentorship to Black businesses who are vitally important to the communities they serve yet continue to face many barriers to building their businesses. Since launching its first pilot program in partnership …

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