The 2026 Impact & Public Benefit Report outlines how Natural Investments creates positive social, environmental, and economic outcomes through its investments, internal practices, and industry advocacy. It showcases data and stories about our firm’s impact on communities, our work to advance a more just form of capitalism, and our leadership in promoting racial equity and […]
Last year the market exhibited a brief period of instability in the spring of 2025, followed by recovery and a solid growth period for the remainder of the year. Natural Investments’ assets under management grew to $1.84 billion, an approximately 8% increase, between new clients seeking SRI investmentsand market value stability. While the US capital
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 »
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
The Impact of Ideas: 35 Years of Thought Leadership Read More »
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
Regenerative Investing: A ‘Fusion Dance’ Melding the Old and New Read More »
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
With or Without Advisors: Options for Voting Your Values During Corporate Proxies Read More »
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
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
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
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