Thought Leadership

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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Video

The Art of Impact Investing

Julia Sze for the 2014 Wharton San Francisco Social Impact Conference

The purpose of the conference was to bring together a community of socially innovative thinkers who understand what is good for society is also good for business. Managing Director, Julia Sze discusses impact investing solutions in a session titled, The Art of Impact Investing. NOTE: The clip is from 41:16 to 1:30:39.

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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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