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.

Thought Leadership

2016 Impact Report

Sonen Capital is pleased to present its 2016 Annual Impact Report. The 2016 Report highlights the social and environmental impacts generated by its four investment strategies. The Report emphasizes the multiple ways in which Sonen evaluates impact in both public and private markets, using its own proprietary methods as well as reporting the positive impacts that align with the UN Sustainable Development Agenda.

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Video

Webinar: Investing in Sustainable Infrastructure

Sonen’s webinar, Investing in Sustainable Infrastructure, is now available for replay. This webinar is based on Sonen’s continuing series of Impact Frameworks, which are abbreviated versions of research we develop to guide our investment process and present to clients interested specific impact themes. We also respond to an additional 12 questions we did not have time to discuss during Q&A.

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Quarterly Commentary

Q4, 2016 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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Impact Framework

Investing in Sustainable Infrastructure

Through 2030, over $90 trillion will need to be invested in infrastructure to keep pace with population growth and increasing urbanization. This figure represents more than the entire value of all current infrastructure across the globe.
 
To meet this demand, private capital will have to be deployed, along with public investments and philanthropy. As impact investors, this provides a great opportunity to mobilize capital to target climate-smart infrastructure that provides more services to more people in a more sustainable manner.

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Quarterly Commentary

Q3, 2016 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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Video

Webinar: Investing in Sustainable Real Estate

This webinar dives into Sonen’s latest framework on investing in sustainable real estate. Also, see the expanded Q&A where we respond to questions we did not get to during the live webinar:

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Impact Framework

Investing in Sustainable Real Estate

As populations grow, economies develop and urban cores reach capacity, the need increases to expand the supply of environmentally sustainable and socially equitable opportunities within the built environment. The built environment refers to manmade surroundings that provide the setting for human activity, ranging in scale from buildings and parks or green space, to neighborhoods and cities that can often include their supporting infrastructure, such as water supply or energy networks.

Sonen constructs Impact Frameworks that help guide our investment decision-making within specific social and environmental themes. 

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Quarterly Commentary

Q2, 2016 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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Thought Leadership

Water Investment Primer

The earth faces a tremendous challenge when it comes to water due to the supply and demand imbalance, the lack of substitutes, and the United Nation’s declaration that drinking water and sanitation are a human right. While historically some have viewed water as a free public good, populations are beginning to recognize the need to innovate and create solutions while also considering attaching prices to water.

Investors are also increasingly focused on water-related challenges, recognizing the market’s potential to provide solutions for this expanding global problem while potentially generating competitive financial returns.

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Impact Framework

Investing in Sustainable Agriculture

Impact Investing Framework

Research indicates that a small number of key interventions can help improve global food security, meet future nutritional needs and improve related environmental concerns, namely water scarcity and climate change. Pursuing such interventions is possible across both public and private market investments, and can advance sustainable agriculture practices globally.

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