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

2021 Global Multi-Strategy Impact Report

We are excited to share our 2021 Sonen Global Multi-Strategy Impact Report, where you can find information on our latest achievements and efforts, all aimed to provide small businesses and individuals access to finance, protect natural ecosystems and conserve access to clean water.

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Thought Leadership

2021 Global Equity Impact Report

Our 9th Annual Impact Report reveals that Sonen’s Global Public Equity strategy continues to outperform its market benchmark across all ESG indicators AND financial performance.

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Thought Leadership

On the Up & Up Podcast

with Will Morgan

Will Morgan was a recent guest on the UpMetrics podcast, On the Up and Up, where he dove deep into the data that validates if an investment is impact, or not.

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Thought Leadership

2020 Global Multi-Strategy Impact Report

We are pleased to release our first, stand-alone, Global Multi-Strategy Impact Report. This report covers the positive impacts of our absolute return strategy that seeks to invest in assets that have a low correlation to the global equity and fixed income markets with a unique and direct social and environmental impact.

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Thought Leadership

2020 Impact Report

We are pleased to release our 8th Annual Impact Report, covering our impact investments in fixed income and public equity. New to our analysis this year, we illustrate how our own internal impact frameworks align closely with the UN Sustainable Development Goals and lead to investments that are providing critical solutions to the challenges of climate change, resource use, and equitable economic development among others.

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Video

Investing in Financial Inclusion

Webinar

Sonen Capital’s Impact Framework series continues with our webinar on Financial Inclusion. Also included are answers to the questions we did not have time for during the presentation.

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Impact Framework

Investing in Financial Inclusion

Impact Framework

Greater access to financial services is more important than ever. Financial services of all types play a critical role in global social and economic development. In this Impact Framework, lay out where we believe investors can allocate capital to meet financial inclusion goals to expand access, improve affordability and increase products and services for underserved populations.

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Thought Leadership

The New Operating Environment Facing Latin American Capital Providers

Collaborative for Frontier Finance, Sonen Capital, Fondo de Fondos and Dalberg

The Collaborative for Finance, in partnership with Sonen Capital, Fondos de Fondos and Dalberg recently conducted a survey of capital managers targeting micro, small and medium enterprises (MSMEs) in Latin America and the Caribbean to better understand how COVID-19 is impacting MSMEs and the local capital providers that support them.

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Thought Leadership

Impact Investing Handbook

An Implementation Guide for Practitioners

Rockefeller Philanthropy Advisors published the “Impact Investing Handbook: An Implementation Guide for Practitioners”—180 pages of helping asset owners turn interest into action. Case studies include the KL Felicitas Foundation, Skoll Foundation and The Nathan Cummings Foundation & Sonen Capital.

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Thought Leadership

2019 Impact Report

Sonen’s Impact Report provides an in-depth and multidimensional view of the sustainability characteristics of our four investment strategies.

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