Embracing Complexity in Impact Investing

Presidio Graduate School, November 15, 2014

Sonen Capital and the impact investment business are logical fits for me. For a variety of political, socio-economic, and environmental reasons, the interplay between public and private finance is increasing. With no shortage of social challenges, and growing societal and investor interest in sustainability, impact investing is set to flourish.

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Millennials Keen on Impact Investing

Institutional Investor, September 13, 2012

The United States’ wealth management industry is in the midst of a transition unlike anything it has ever seen. Over the next several decades, as baby boomers age and transfer their wealth to the next generation, an unprecedented $41 trillion will change hands, according to researchers from the Social Welfare Research Institute at Boston College, whose report focuses on the 55-year period between 1998 and 2052.

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Making Impact Investing Easier for Advisors and their Clients

Financial Advisor Magazine, August 02, 2012

When Andy Lower joined the Eleos Foundation as executive director in December 2008, the small, private foundation had a balanced portfolio with Vanguard and was making grants to help eradicate extreme poverty in the developing world. But it was looking to take things up a notch.

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How Impact Investing is Changing Your World

Noozhawk, May 25, 2012

Ideas almost always emerge when traditional routes are not enough. One such idea, emerging in our new economy, is a hybrid blend of time-honored philanthropy and investing for financial return called “Impact Investing” — investing to make a difference in the world and make money simultaneously, or “Blended Value.”

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The Long March of ESG Awareness

Financial Times, March 4, 2012

Not even five years ago, a debate tiptoed into the investing world that pitted do-gooders against bottom-liners: could a responsible, prudent investor – a person acting in a fiduciary role – put weight on environmental, social, and governance factors (ESG) when building a portfolio?

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Firm Focused on “Impact Investing” Launches in California

Family Wealth Report, June 28, 2012

A new SEC-registered asset management firm called Sonen Capital, dedicated to “impact investing” for family offices and private wealth managers, has launched in San Francisco, CA

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