Natural Investments team

Sustainable Finance & Socially Responsible Investment | GreenMoney Journal

Why a Perpetual Purpose Trust Model Works for Sustainable Investing Firms

Two years ago, Natural Investments became the first U.S. financial advisory firm to convert into a Perpetual Purpose Trust. This was more than a legal milestone — it was an ethics-driven decision about leadership, equity, and mission in an industry struggling to align growth

Sustainable Finance & Socially Responsible Investment

Why a Perpetual Purpose Trust Model Works for Sustainable Investing Firms

GreenMoney Journal

Sustainable Finance & Socially Responsible Investment

Mastercard: A Billion Connected: How We’re Empowering Even More People on the Road to Financial Health

Mastercard

Sustainable Finance & Socially Responsible Investment

Pricing Water Risk and Scaling Climate Resilience

NatureVest

Sustainable Finance & Socially Responsible Investment

Mastercard: A Billion Connected: How We’re Empowering Even More People on the Road to Financial Health

Over the past decade, nothing has reshaped the global economy more than digitalization. Nearly 80% of adults worldwide now have a bank or mobile money account, and 84% of adults in low‑ and middle‑income countries have a mobile phone.

Sustainable Finance & Socially Responsible Investment

Pricing Water Risk and Scaling Climate Resilience

The Nature Conservancy's Cat Burns joins Alyssa Go of RRG Capital Management to share insights on how investors are assessing, pricing, and managing water and climate risk—spotlighting the structure and approach behind the RRG Sustainable Water Impact Fund (SWIF).

Sustainable Finance & Socially Responsible Investment

CVS Health: Thank You! City Hall Place Grand Opening Kansas City, Kansas

On March 12, 2026, CVS Health proudly celebrated the Grand Opening of City Hall Place in Kansas City, KS, alongside our valued colleagues, local leaders, community organizations, development partners, and residents.

Sustainable Finance & Socially Responsible Investment

CVS Health Foundation Invests $2.24 Million To Strengthen Community Health in Charlotte’s Historic West End

Charlotte, N.C., March 26, 2026 — The CVS Health Foundation recently announced the launch of its Health Zone in Charlotte with a $2.24 million investment in the Westside Wellness Collab, led by Local Initiatives Support Corporation Charlotte to expand access to health care.

Sustainable Finance & Socially Responsible Investment

KeyBank Foundation Invests $240,000 in YWCA North Central Indiana to Support Women’s Education and Economic Advancement

The KeyBank Foundation announced an investment of $240,000 in YWCA North Central Indiana’s Strengthening Communities Initiative, a comprehensive program designed to enhance the social and economic well-being of survivors of abuse.

Sustainable Finance & Socially Responsible Investment

CVS Health: Strengthening Health Through Housing

At CVS Health® we know that housing is health care. That’s why we’ve invested $2.1 billion to create, preserve and renovate 118,000 affordable housing units in more than 1,400 neighborhoods nationwide.

Sustainable Finance & Socially Responsible Investment

Mixed-Use: Green Housing and Social Enterprise

My business partner Kathleen had been looking at some land in Wisconsin for over a year when we first spoke about it. The City of Middleton (near Madison) asked Kathleen if we would consider building much-needed housing.

Sustainable Finance & Socially Responsible Investment

Mastercard: The Power of Data To Unlock More Inclusive Financial Experiences

In today’s digitized world, data is everywhere – it provides insights into behavior and actions, informs decision-making, and drives innovation.

Sustainable Finance & Socially Responsible Investment

Mastercard: Building a Coalition for Global Financial Health and Resilience

As the world grows ever more connected, access to financial tools has expanded dramatically. Today, 79% of adults worldwide have a bank account, an increase from 51% in 2011. This is a remarkable gain.

Sustainable Finance & Socially Responsible Investment

AllianceBernstein | Japan’s Fiscal Reset: Responsible Expansion in a New Political Era

As policy priorities evolve, Japan’s focus on “responsible fiscal expansion” could reshape bond dynamics. After decades of ultra-low yields and chronic deflation, Japan’s government bond market is stirring.

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