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

CSRHub Connects to Prime Directive Analytics

How do corporate political activities align with ESG values? CSRHub now integrates Prime Directive Analytics’ “Democracy” signal to help investors track political transparency and responsible governance across 1,400+ U.S. companies.

Sustainable Finance & Socially Responsible Investment

Investing in the Earth: Natural, Organic and Regenerative Food and Ag Surges in Popularity

The market for organic food and agriculture has grown significantly since the National Organic Program was first established in 2001, placing the USDA Certified Organic seal on products that qualify for this distinction.

Sustainable Finance & Socially Responsible Investment

KeyBank’s SBA Loans Provide Capital To Fuel Small Business Growth

Starting a small business takes a vision and resources that not every entrepreneur has at their fingertips. As the foundation of our communities, small businesses often require a full suite of financial of solutions* to meet their needs.

Sustainable Finance & Socially Responsible Investment

Verizon Announces a $5B Commitment To Continue Investing in America and Supporting Small Businesses

Verizon announces a substantial $5 billion commitment over the next five years with the launch of a new Small Business Supplier Accelerator.

Sustainable Finance & Socially Responsible Investment

ESG Voices: Integrating Sustainability Into Financial Valuations

In today’s episode, we will hear from Simon Weaver, Global Head of ESG Advisory, KPMG International and Partner, KPMG in the UK and Fiona Watson, Vice President Corporate Performance & Accountability, WBCSD — who will share insights and reflections on integrating sustainability.

Sustainable Finance & Socially Responsible Investment

The Acceleration Project (TAP) and KeyBank Help Small Businesses in Cleveland Unlock Growth

The Acceleration Project (TAP) and KeyBank (NYSE: KEY) have successfully partnered to complete a Business Growth Accelerator in Cleveland’s Buckeye neighborhood, bringing together 35 passionate entrepreneurs eager to take their businesses to the next level.

Sustainable Finance & Socially Responsible Investment

CIL Secures $45 Million Credit Line Led by KeyBank To Expand National Footprint in Disability Housing Development

The Corporation for Independent Living, a nonprofit developer committed to creating community-based housing for individuals with intellectual and developmental disabilities, acquired brain injury, behavioral health conditions has secured a $45 million line of credit with KeyBank.

Sustainable Finance & Socially Responsible Investment

Fifth Third Gives Families a College Savings Head Start for “Fifth Third Day”

More than 80 newborns across metro Detroit and southwest Florida entered the world on Saturday with a leg up for future financial success, thanks to a partnership between Fifth Third, the Gift of College and participating local hospitals.

Sustainable Finance & Socially Responsible Investment

Baker Tilly Case Study: Consumer Services Company Revolutionizes Financial Operations

HomeServe USA is a consumer services company that has been providing home repair solutions in North America for nearly 20 years, helping their customers save over one billion dollars on home repairs by providing home repair coverage and local repair services.

Sustainable Finance & Socially Responsible Investment

KeyBank’s Certified Cash Flow Advisor Program Transforms Business Banking Through Expert Consultation

KeyBank has introduced the Certified Cash Flow Advisor Program, marking a significant advancement in its commitment to deliver differentiated solutions and advice for small-to-midsize businesses.

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ops-related sustainability content (e.g., new electric equipment, decarb efforts, etc.)