Sonen Capital Press

Evolution of an Impact Portfolio:
From Implementation to Results

October 2013

Evolution of an Impact Portfolio: From Implementation to Results

Sonen Capital, a leading Social & Environmental impact investment firm, in collaboration with the KL Felicitas Foundation (KLF), announced the launch of the first-of-its-kind report detailing the financial performance of an impact investing portfolio. The report, titled Evolution of an Impact Portfolio: From Implementation to Results demonstrates to investors that impact investments can compete with, and at times outperform, traditional asset allocation strategies while pursuing meaningful and measurable social and environmental impact results.

Evolution of an Impact Portfolio is written for asset owners, advisors, and other intermediaries interested in learning more about building diversified impact portfolios anchored in rigorous financial analysis and ongoing assessments of factors affecting macroeconomic conditions.

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“‘We are extremely excited to share this report with the broader financial services industry in the hopes of discrediting the myth that investing for positive social and environmental outcomes requires a financial sacrifice,’ says Sonen Capital Senior Managing Director, Raúl Pomares. He continued, ‘In the spirit of KLF's mission, the Foundation's hope is that others can learn from this experience and use these lessons to inspire them to action in mobilizing their assets to align with their values and address the world's challenges, without necessarily a trade off in return.’”

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