Natural Investments has nearly tripled investment into local communities and small business enterprises across public and private markets over the last five years. #community #impact https://lnkd.in/gU85BYtw
关于我们
Welcome to Natural Investments! If you're looking for ways to make money while helping to fund solutions to the social and environmental challenges of our time, you've come to the right place. We're committed to helping motivated investors create portfolios that reflect their own social priorities and concerns, generating healthy returns while cultivating opportunities to make a difference. One of the original B Corps in the world, Natural Investments is a Public Benefit LLC and the first financial company in the nation to be owned by a perpetual purpose trust. The firm manages just under $2 billion for 1300 clients nationwide. Natural Investments combines the expertise and experience of 21 financial advisors nationwide, many of whom are experts in comprehensive financial planning. We've been leaders in the field of socially responsible, sustainable, and impact investing for 40 years, and have written three seminal books on the field: Investing from the Heart (Crown, 1992), Investing With Your Values: Making Money and Making a Difference (Bloomberg, 1999), and The Resilient Investor: A Plan for Your Life, Not Just Your Money (Berrett-Koehler, 2015). We're intimately familiar with all of the existing SRI stock and bond funds - and we have rated them using our proprietary Heart Rating, found on our website, since 1992. We are continually on the lookout for new investments that more closely align with our clients' values in the realms of racial and gender equity and ecological regeneration.
- 网站
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https://www.naturalinvestments.com
Natural Investments PBLLC的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Windsor,CA
- 类型
- 私人持股
- 创立
- 2000
地点
Natural Investments PBLLC员工
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James Frazier
Trust Steward & Financial Advisor specializing in Socially Responsible Investing (SRI) at Natural Investments PBLLC
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Greg Garvan
Natural Investments, LLC / Money with a Mission - fee-only financial advisor
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Greg Pitts
Partner and Investment Advisor for Natural Investments, LLC
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Christopher Peck
Owner, Natural Investments LLC
动态
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Spotlight: Organically Grown Company "OGC is known for its principled relationships with organic farmers, employees, customers, investors, and nonprofit allies—relationships it did not want compromised under the ownership of a corporation that does not share OGC's vision of organic agriculture's power to improve the health of communities and the planet. To ensure its independence, OGC radically changed its corporate structure to Purpose Trust ownership in 2018, becoming the first Purpose Trust in the US." https://lnkd.in/gfkjaDtj
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In the last year, Natural Investments has directed $462 million—over a quarter of its assets under management—into 94 private entities supporting the public good for people and the planet in a regenerative economy. https://lnkd.in/gK2QytUB
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Natural Investments is working towards stewarding captial more equitably. The firm's private market holdings invested $376.4 million in either women-led organizations or organizations led by a person of color. This represents 26% of Natural Investments' overall SRI assets under management. #racialjustice #impinv https://lnkd.in/gU85BYtw
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The 2013 Rana Plaza building collapse in Dhaka, Bangladesh killed 1,138 garment workers and injured another 2,500. The International Accord was established two years ago to answer the global call for garment worker safety, with Pakistan its primary focus of major brands such as Adidas, Benetton, Fruit of the Loom, Gap, Georgio Armani, H&M, Hanes, Mango, and O'Neill have signed on and committed to cultivate a culture of worker safety in hundreds of supplier factories in that country. This work remains unfinished—in the past year Natural Investments joined 190 investment firms to request more companies sourcing from garment manufacturers sign on to the International Accord and take critical steps to permanently assure worker safety. https://lnkd.in/gz9vUZ_F
2024 Shareholder Advocacy - Wielding Influence - Natural Investments
naturalinvestments.com
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Approximately 72% of Natural Investments' SRI assets, both in the public and private markets, were pegged to at least one of 17 UN SDGs. goals. View the top five #SDG https://lnkd.in/gU85BYtw
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Like many cities around the country, Kansas City has a de facto racial divide that separates its wealthy white community on its west side from its poor, majority Black community on the east side. A particular street, Troost Avenue, has been the dividing line for three generations. Only one-third of the neighborhood's members own the home in which they live, compared with an 85% homeownership rate on the west side. Read more about LocalCode Kansas City's goal is to revitalize and transform the neighborhoods.
Spotlight: Local Code Kansas City – Addressing a Community’s Racial Wealth Gap through Real Estate Ownership - Natural Investments
naturalinvestments.com
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While two dozen states have passed legislation prohibiting responsible investing from being applied to state pension plans, fortunately the U.S. Senate has thus far resisted efforts by a Republican-majority House to reduce the funding of the SEC, prohibit it from using its budget to enforce rules it has already passed on matters of shareholder rights and proxy voting, and prevent the U.S. Department of Labor from implementing the #ESG fiduciary rule passed in 2022 that permits retirement plans to include ESG factors in the selection of investments. Read 5 Facts about #SRI https://lnkd.in/gz9vUZ_F
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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 SRI assets under management due to market recovery and an influx of new clients seeking SRI investments. #esg #sri https://lnkd.in/gU85BYtw
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2024 Annual Impact Report Investors continue to pursue sustainable and socially responsible investing, 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. Read about the $1.44B in #SRI over the last year. https://lnkd.in/gU-5iXNF
2024 Annual Impact Report
naturalinvestments.com