Thought Leadership

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
Impact Framework

Sonen’s Investment Approach to Divestment

Divest | Invest

The Divest-Invest initiative is intended to accelerate the transition to a sustainable economy by divesting from the fossil-fuel industry and investing in socially, environmentally and economically responsible companies. Learn how Sonen helps investors play a key role in leading this global energy transition.

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Impact Framework

Investing in Water

Impact Investing Framework

Water – specifically, how much we use, what we use it for, how much is left and how much we pay for it – has been at the top of many agendas recently. We are pleased to present our Water Framework, the second in a series that presents our views on how to invest in this critical natural resource.

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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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Quarterly Commentary

Q1, 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
Impact Framework

Investing in Energy

Impact Investing Framework

Thematic investing creates investment opportunities directly related to social or environmental needs, and often can address both dimensions simultaneously. Sonen constructs “impact frameworks” for multiple impact themes that identify specific social or environmental challenges. These help guide our thinking as we explore different ways to deploy capital. Our Energy Framework is the first in a series available for download now.

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