sustainability Archives - Natural Investments

Rewriting the Rules: Aligning Profit and Purpose with SRI

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 […]

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The Impact of Ideas: 35 Years of Thought Leadership

Community Investing, General, Impact Reports / By Christopher Peck

With nearly a thousand published pages in three books over close to 35 years, what has been our impact? If you add in the more than 100 issues of this newsletter and all the related articles, blog posts, and social media posts, what difference have we made? And what can we learn going forward? I

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Regenerative Investing: A ‘Fusion Dance’ Melding the Old and New

Community Investing / By Diana Yáñez

Let me tell you about the similarities between salsa dancing and regenerative investing. The first time I danced salsa I felt relieved and surprised. I thought to myself, “So this is what my body has been trying to do during the previous two years of trying to force it into lindy hop…” I grew up

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With or Without Advisors: Options for Voting Your Values During Corporate Proxies

Advocacy & Policy, General / By Maria Koerner

If you own a stock—even one share—you are a part business owner (or shareholder) of that company. This gives you the opportunity to have your say on how the company is governed through your right to submit a proxy vote. You can vote on issues like board elections, executive compensation, and policy changes. And you

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Market Report Fall 2024

General, The Economy / By Scott Secrest

The stock and bond markets fared well during the third quarter as the expectation for—and then confirmation of—a Fed interest rate cut sustained investor confidence. For the quarter, U.S. large-company stocks rose 5.9 percent, small-company stocks were up 9.3 percent, and foreign stocks rose 7.3 percent. Because bond values tend to move in the opposite

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2024 Annual Impact Report

General, Impact Reports / By Natural Investments

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

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2024 Sustainable & Responsible Impact

General, Impact Reports / By Natural Investments

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

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Veganize Your Investments

General / By Sylvia Panek

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

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Electric cars charging at a charging station. 3d rendering

Navigating the Rise of Electric Vehicles and Demand for Critical Minerals

General, Global Issues / By Ryan Jones-Casey

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

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Patagonia Transfers Shares to Planet Earth

General / By Scott Secrest

Patagonia, the well-known apparel and gear company, made headlines in September when it announced that founder and owner Yvon Chouinard and his family have transferred ownership of the company, valued at around $3 billion dollars, primarily to a newly established nonprofit dubbed the Holdfast Collective.

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