Thought Leadership

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.

Download
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:

Learn More
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. 

Download
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.

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
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.

Download
Quarterly Commentary

Q1, 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.

Download
Video

Webinar – Impact Investment Assessment at Sonen Capital

April 21, 2016

This webinar highlights the measurable impact of the firm’s public equity, fixed income and global sustainable real assets strategies. It will also discuss Sonen’s groundbreaking work in seeking to align its strategies with the United Nations Sustainable Development Goals.

Learn More
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
Quarterly Commentary

Q4, 2015 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.

Download