Thought Leadership

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.

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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.

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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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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.

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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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Quarterly Commentary

Q3, 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.

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Impact Framework

Faith Based Investors Response to Climate Change

Faith-based investors are pioneers in socially responsible investing, and they are among the strongest advocates for aligning investments with organizational missions. Most recently, religious leaders from around the world have espoused a “call to action” regarding climate change related risks and ecological health. We believe our proactive investment approach for achieving positive social and environmental outcomes aligns thoughtfully with the solutions based approach faith based organizations are looking for, without necessarily sacrificing returns.

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Quarterly Commentary

Q2, 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