Author Archive

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 the News – Fall 2022

Download a full PDF copy here: Investing with Intent – Fall 2022

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In the News – Fall 2022

HOW MONDRAGON BECAME THE WORLD’S LARGEST CO-OP The Mondragon Corporation, a collection of more than 90 co-ops that employ approximately 80,000 people, is an interesting case study in Spain. The industrial-sized conglomerate owned by its workers suggests an alternative future for capitalism. The New Yorker

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Investing with Intent – Summer 2022

Native Land Taxes Reclaim Rights, Power, and the Environment by Kulu Maphalala

A Q&A With Financial Behaviorist Jacquette Timmons by Carrie Van Winkle, CFP®

Cryptocurrency for Socially Responsible Investors by Brady Quirk-Garvan and James Frazier, CFP®

Shareholder Advocacy Review – Summer 2022 by Michael Kramer

Market Report – Summer 2022 by Scott Secrest, AAMS®

In the News – Summer 2022

 

Download a full PDF copy here: Investing with Intent – Summer 2022

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In the News – Summer 2022

1. SBA FINALLY MEETS DEI The U.S. Small Business Administration’s 2021 report showed that only 18% of early-stage business loans went to women-owned firms, 8% to Hispanic-owned businesses, and 5% to Black-owned businesses. Pre-pandemic numbers were just as bad. Last month the SBA announced additional enhancements to Section 7(a) funding that should help improve its ability to meet “diversity, equity, and inclusion” (DEI) goals.
Main Street Journal

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Goodbye ‘Mother of ESG Investing’ Hazel Henderson

BY RINALDO S. BRUTOCO, Founding President and CEO of the World Business Academy. Reprinted with permission by Ethical Markets Media, LLC

IN MAY, the world lost one of the truly great humans of the last century, my dear friend Hazel Henderson, founder of Ethical Markets, author of nine books, “mother” of the field of sustainable investing, and a 37-year fellow of the World Business Academy.

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2021 Social Impact Report

Download a full copy of our 2021 Social Impact Report

Reasons for Hope by Michael Kramer

2021 Sustainable & Responsible Impact

2021 Regenerative Investments

2021 Shareholder Advocacy Review – The Winds at Our Back by Michael Kramer

SPOTLIGHTS

Recompose Life – A Truly Regenerative Investment by Malaika Maphalala

Clean Energy Credit Union – An Interview with CEO Terri Mickelsen by Brady Quirk-Garvan

Envest Microfinance Cooperative by Amy Pender, CFP®

Sunwealth & Greenbacker – Meeting the Climate Challenge by James Frazier

Seed Commons – Putting Non-Extractive Finance Into Practice by Nicole Middleton Holloway, CFP®

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2021 Regenerative Investments

Our overarching goal at Natural Investments is protecting the planet and developing innovative solutions to work in harmony with mother nature and human society. It includes building a culture that works for everyone by supporting women, Indigenous Peoples, People of Color and other underserved communities. As of 2021, Natural Investments has directed $188 million into 66 private entities supporting the public good for people and planet in a regenerative economy. More than 40% are companies led by women, while a quarter are BIPOC-led.

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2021 Sustainable & Responsible Impact

Interest in sustainable, responsible, impactful (SRI) investments continues to rise in the U.S., and globally, according to the Global Sustainable Investment Alliance. The expansion of SRI consciousness has led Natural Investments to grow as well with $1.11 billion of responsibly managed assets now, a 41% increase from the previous year. The firm directs our clients’ assets toward managers that incorporate environmental, social, or governance factors (ESG) into investment decision-making. The purpose is to avoid investments that are involved in resource-depleting activities that contribute to ecosystem harm or wealth inequities. At the same time, advisors at Natural Investments seek opportunities in enterprises that promote solutions to societal problems and support communities.

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Investing with Intent – Winter 2022

Indigenous Representation Matters by Sylvia Panek, AIF®

Moves to Make Before Tax Time by Kirbie Crowe, AIF®, CFP®

The Deal with Donor-Advised Funds by Brady Quirk-Garvan

Shareholder Advocacy Review – Winter 2022 by Michael Kramer

Market Report – Winter 2022 by Scott Secrest, AAMS®

In the News – Winter 2022

 

Download a full PDF copy here: Investing with Intent – Winter 2022

Photo credit: “T.V. Indians” © Cara Romero. 2017. All rights reserved. cararomerophotography.com

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In the News – Winter 2022

1: DESPITE SPILLS AND AIR POLLUTION, FOSSIL FUEL COMPANIES AWARD CEOS FOR ENVIRONMENTAL RECORDS
Executive bonus programs at fossil fuel companies, meant to encourage better environmental practices,
evolved to allow firms to award executives full bonuses even in years with major environmental damage or total emission increases.
Washington Post

2:NAVIGATING THE THICKET OF ESG METRICS
With socially responsible investment becoming mainstream, unpacking how environmental, social, and governance (ESG) metrics are analyzed at different firms becomes an important distinction for investors to understand.
Financial Times

3: COMMUNITY INVESTING: TOOLS FOR THESE TIMES
An important pillar of responsible finance, community investing has evolved over the past several decades. The resurgence of anti-racist discussions in the public narrative has invigorated new efforts to support BIPOC low-income communities.
GreenMoney Journal

4: EMPLOYEE OWNERSHIP ON THE RISE
Amidst the pandemic and Great Resignation, employee-owned businesses are increasing in the form of cooperatives and employee stock ownership plans (ESOP).
Shareable

5: MICROSOFT AGREES TO RIGHT TO REPAIR
The movement to reduce electronic waste is picking up steam and corporate giant Microsoft is one of several tech firms bowing to federal pressure, consumer demands, and investor concerns to expand repair options.
As You Sow

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