Thought Leadership

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.

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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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Quarterly Commentary

Q4, 2014 Market Commentary

Quarterly Market Review

Stay up to date with information on financial markets, the economy and thematic impact 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

Impact Investing: Aligning Your Portfolio with Your Values

SV2: Silicon Valley Social Venture Fund

Julia Sze participated on an expert panel of practitioners and inspiring leaders who are shaping the rapidly developing field of impact investing.

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Video

Impact Investing: Identifying Opportunities and Demonstrating Results

MSCI / Sonen Capital / FB Heron Foundation

Raul Pomares is part of a panel of expert speakers discussing how investors are utilizing the latest trends and strategies in impact investing to identify opportunities and compete with traditional asset allocation strategies.

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Quarterly Commentary

Q3, 2014 Market Commentary

Quarterly Market Review

Stay up to date with information on financial markets, the economy and thematic impact 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

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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