Impact investing scale Natural Investments is a long-standing SRI and impact investing firm managing close to $2 billion for 1300 clients, offering a scalable opportunity to collaborate on expanding sustainable asset allocation and broaden distribution channels to like-minded institutions and high-net-worth networks.

Sustainable product fit The firm maintains proprietary Heart Rating for SRI funds and actively seeks investments aligned with racial and gender equity and ecological regeneration, presenting a strong alignment for partnerships focused on ESG fund development, product customization, and co-branding opportunities.

Public benefit positioning As one of the original B Corps and the first financial company owned by a perpetual purpose trust, Natural Investments can be positioned for strategic alliances with mission-aligned firms, DEI initiatives, and benefit-minded advisory platforms seeking credible sustainability narratives.

Recent deployment signals Notable recent allocations include stakes in Procter & Gamble, Invesco MSCI Sustainable Future ETF, Twilio, and Hannon Armstrong Sustainable Infrastructure Capital, indicating active expansion into diversified high-conviction SRI holdings that can inform co-managed client mandates.

Growth and reach With 21 financial advisors nationwide and a focus on comprehensive planning, there is an opportunity to propose scalable advisory partnerships, white-labeled capabilities, or strategic distribution deals to broaden client acquisition in comparable mid-market and RI (retirement/investment) segments.