Thought Leadership

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.

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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.

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Thought Leadership

2013 Annual Impact Report — Impact Investing in Public Markets

Will Morgan, Raúl Pomares, & Martin Whittaker, Ph.D.

We are pleased to share with you the second report in Sonen’s Lessons from the Field series, 2013 Annual Impact Report – Impact Investing in Public Markets: Methodology, Analysis and Thought Leadership. This report illustrates clearly and specifically, the quantitative and qualitative impact performance data on Sonen’s public markets investment strategies.

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Thought Leadership

From Ideas to Practice, Pilots to Strategy

Justina Lai, Will Morgan, Josh Newman, and Raúl Pomares contributed to the report.

From Ideas to Practice, Pilots to Strategy is both an attempt — and an opportunity — to disseminate the best practices and lessons learned from the first movers, early adopters and bold innovators in the field of impact investing, with the goal of further advancing the sector.

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Thought Leadership

Evolution of an Impact Portfolio: From Implementation to Results

Justina Lai, Will Morgan, Josh Newman & Raúl Pomares

Sonen Capital, a leading Social & Environmental impact investment firm, in collaboration with the KL Felicitas Foundation (KLF), announced the launch of the first-of-its-kind report detailing the financial performance of an impact investing portfolio.

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Video

Embracing the Genius of AND: Financial Returns AND Social Impact

Raúl Pomares for Eleos Foundation Fall 2011 Educational Series

Raúl Pomares discusses his experience developing integrated investment portfolios that deliver financial returns AND social impact.

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Thought Leadership

Solutions for Impact Investors: From Strategy to Implementation

By Steven Godeke & Raúl Pomares with Albert V. Bruno, Pat Guerra, Charly Kleissner, Hersh Shefrin

A challenging economic climate for investors, donors and nonprofits alike has prompted increased interest in “impact investing,” leveraging a broad range of investments to address major social and environmental problems while also earning a return. For investors exploring this nascent field, Rockefeller Philanthropy Advisors has published Solutions for Impact Investors: From Strategy to Implementation, practical guidance on tightening the link between making investment decisions and impact.

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Thought Leadership

Promoting Sustainable Food Systems Through Impact Investing

By Elena Pons & Maud Alison Long with Raúl Pomares

Opportunities to invest in domestic sustainable food and agriculture have grown dramatically in the last decade. There now exists a vibrant ecosystem of investors, philanthropists, policy makers, food producers, and advocacy groups, all in tireless pursuit of a solution.

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