Natural Investments LLC

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Natural Investments LLC Sustainability Actions

ESG-screened funds

Of the $524M in assets under management by Natural Investments, $354M is in ESG-screened funds on the publicly-traded market. ESG refers to a variety of environmental, social, and corporate governance guidelines, known as avoidance and affirmative criteria, used to screen investments.

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Fossil-fuel-free portfolios

While we directed $160M and $110M of assets into weapons-free and tobacco-free funds, our fossil-fuel-free (FFF) portfolio has garnered great interest among clients. Currently FFF portfolios that omit the world’s largest oil, coal, and gas producers are at $86M, and the trend is growing quickly in response to global concerns over climate change.

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Community finance investments

More than $63M is invested in community finance products, including municipal bonds and community development notes, that bolster affordable housing, schools, health care clinics, assisted living centers, small businesses, and appropriate infrastructure that strengthens communities and protects ecosystems.

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Regenerative capital

Approximately $44M is directed to private market solutions that we call “regenerative investments”—in high-impact areas such as renewable energy, ecosystems conservation, worker cooperative funds, affordable housing, and other areas selected for their potential to positively transform our society.

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Shareholder advocacy in 2018

Our firm took more than thirty different actions over the course of 2018, advocating on environmental, social, and governance issues such as climate change and antibiotics use in livestock production. Following the tragic Parkland shooting in Florida, we joined an investor coalition asking financial firms such as Wells Fargo and American Express to add oversight to the processing or financing of firearm sales.

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Palm oil complaints mechanism

We signed a global investor statement to RSPO (Roundtable on Sustainable Palm Oil) in Malaysia to create a more transparent and responsive complaints mechanism for stakeholders to report labor issues in palm oil production.

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Public policy letters

With regards to the U.S. Securities & Exchange Commission, we have written letters to agency members and Congress to urge them to refrain from increasing oversight on proxy access unnecessarily and to not raise thresholds for re-filing shareholder resolutions. We also asked that the agency to formalize guidance on ESG (environmental, social, corporate governance) disclosure rules by companies so that investors have a standard information framework.

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What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Natural Investments LLC

  • Status
  • Unverified
  • Employees
  • 25 - 100
  • Country
  • United States