Thought Leadership
At Sonen, we contribute to numerous thought pieces and publications, take leadership roles within industry organizations, and lead and conduct studies to maintain our position at the leading edge of the developing world of impact investing. We believe these activities serve not only to inform and improve our knowledge and understanding of this evolving area, but it also enhances our ability to deliver to our clients increasingly more sophisticated and holistic impact strategies and services.
2017 Impact Report
Sonen is pleased to present its 2017 Impact Report, which highlights the social and environmental performance of our four distinct impact investment strategies: fixed income, public equity, sustainable real assets and multi-asset. We believe that the results of our work over the past year reflects positively on Sonen’s mission to provide clients with competitive financial returns alongside meaningful, positive social and environmental benefits.
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In Pursuit of Deep Impact and Market-Rate Returns
KL Felicitas Foundation's Journey
In Pursuit of Deep Impact and Market-Rate Returns: KL Felicitas Foundations Journey is a deep-dive analysis of the KLF impact investment portfolio, which provides a model strategy for achieving targeted social and environmental as well as financial returns. The report, released in April 2018, by New Philanthropy Capital, Sonen Capital and the Foundation, also shows that use of NPC’s new Impact Risk Classification framework enables rigorous impact measurement across asset classes.
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Q4, 2017 Market Commentary
Quarterly Market Review
Stay up to date with information on financial markets, the economy and thematic impact investing research. Each quarter, Sonen Capital’s investment team provides a Quarterly Market Commentary. We present a macro analysis of capital markets and the global issues affecting them. We also feature a thematic review of the latest trends in impact investing.
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Q3, 2017 Market Commentary
Quarterly Market Review
Stay up to date with information on financial markets, the economy and thematic impact investing research. Each quarter, Sonen Capital’s investment team provides a Quarterly Market Commentary.
We present a macro analysis of capital markets and the global issues affecting them. We also feature a thematic review of the latest trends in impact investing.
Q2, 2017 Market Commentary
Quarterly Market Review
Stay up to date with information on financial markets, the economy and thematic impact investing research. Each quarter, Sonen Capital’s investment team provides a Quarterly Market Commentary.
We present a macro analysis of capital markets and the global issues affecting them. We also feature a thematic review of the latest trends in impact investing.
Heron Foundation Interview with Sonen’s, Raul Pomares
Understanding and harnessing the many layered, interconnected trends of our time drives the strategic approach utilized at Sonen Capital. With his firm’s singular focus on impact investing, Raul shares how they combine customized account services with an advocacy approach to deepen engagement and amplify impact.
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Insights from Impact Advisors & Consultants 2017
In this new report, 37 impact advisors and consultants from 12 countries, partnering with 38 of Toniic’s 100% Impact Network members, open the door to their impact practices to demystify, inspire and activate both investors and the financial services industry. This report highlights different approaches, perspectives, and business models of impact advisors and consultants, demonstrates the growing range of innovative impact products and services, and explores trends, challenges and successes faced by practitioners. It intends to inspire asset owners and managers as they embark on their own journey into impact.
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Q1, 2017 Market Commentary
Quarterly Market Review
Stay up to date with information on financial markets, the economy and thematic impact investing research. Each quarter, Sonen Capital’s investment team provides a Quarterly Market Commentary.
We present a macro analysis of capital markets and the global issues affecting them. We also feature a thematic review of the latest trends in impact investing.
Renewable energy investors urged to manage community land & security risks
Multi-million renewable energy investments could be at risk from overlooking harms to local communities. Managing these impacts is key to secure a fast and fair transition to a low-carbon economy, and safeguard financial returns, according to analysis by Business & Human Rights Resource Centre, Transform Finance and Sonen Capital. A new briefing launched today sets out why investors in renewable energy should take action to ensure projects respect local communities’ rights and provides tools to use in their investment relationships.
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Webinar: 5 Ways We Measure Investment Impact
Sonen’s webinar, 5 Ways We Measure Investment Impact, is available for replay. This webinar is based on Sonen’s 2016 Impact Report, and it highlights the social and environmental impacts generated by its four investment strategies. The Report emphasizes the 5 ways in which Sonen evaluates impact in both public and private markets.
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