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

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.

Learn More
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.

Download
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.

Download
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.

Download
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.

Learn More
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.

Learn More
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.

Learn More
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.

Learn More
Thought Leadership

2014 Annual Impact Report: Impact Investing in Public Markets

We are pleased to share with you our 2014 Annual Impact Report, the third report from Sonen’s Lessons from the Field series. This year’s Report provides an analysis of the quantitative and qualitative impact performance of Sonen’s public markets investment strategies. The Report also details our increased shareholder engagement activities, as well as demonstrating improvements we have made to our impact measurement framework.

Learn More
Thought Leadership

Real Assets Primer

Research and Thought Leadership on Impact Investing

Since the financial crisis in 2008, there has been a growth in interest in real assets investing as a way to diversify and strengthen portfolios. This primer provides investors and the general public with an introduction to (or update on) the sustainable real assets market.

Learn More