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

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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Thought Leadership

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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Thought Leadership

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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Thought Leadership

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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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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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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Thought Leadership

2015 Annual Impact Report

We are pleased to share with you our 2015 Annual Impact Report. This report is the first of its kind report that directly links investment strategies to the United Nations Sustainable Development Goals (SDGs). Sonen’s globally focused public equity, fixed income and real assets portfolios aim to deliver competitive financial returns while supporting several specific SDGs including climate change, clean energy, water and sanitation, sustainable cities, sustainable timber and green real estate.

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Thought Leadership

Performance Update: Evolution of an Impact Portfolio

This report updates the information provided in the landmark October 2013 report, Evolution of an Impact Report: From Implementation to Results, which highlighted the financial performance of the KL Felicitas Foundation’s portfolio from 2006 – 2012.

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Thought Leadership

The Impact Investing Podcast

Raúl Pomares, founder of Sonen Capital, discusses his beginnings in investing, the process of founding a Certified B-Corp investment management firm and the future of public market based impact investing.

Will Morgan, Senior Impact Analyst for Sonen Capital, discusses his influences to move from philanthropy to impact investing, as well as Sonen’s efforts to define, evaluate and report impact across Sonen’s strategies.

Listen to Will’s interview or Raul’s interview on the Impact Investing podcast’s website.

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Thought Leadership

Impact Measurement Report – NPC

Investing for Impact: Practical Tools, Lessons, and Results

NPC, a UK think tank and consultancy, reviewed the impact created by the KL Felicitas Foundation, founded by Charly and Lisa Kleissner, which pioneers a new approach to investment by committing 100% of its assets to positive social and environmental impact. The work is derived from the portfolio managed by Sonen Capital.

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