Impact Investment Performance: Tiptoeing Toward Transparency Impact Alpha

Impact Alpha, November 19, 2013

The recent release of details about the performance of several impact investment portfolios and funds is another step toward answering the question more and more investors are asking: Is impact a boost — or a bust — in terms of financial returns?

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Creating a Better Future Through Transparency Stanford Social Innovation Review

Stanford Social Innovation Review, November 05, 2013

Stuck in traffic recently, I had time to check out the bumper sticker on the car ahead of me. Although faded by the sun, the message stood out: “The best way to predict the future is to create it.” My husband, Charly, and I have been creating our future as long as I can remember.

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Law Commission to review mixed-purpose social investing by UK charities

Investments & Pensions Europe, November 04, 2013

The Law Commission, the statutory independent body that monitors the law in England and Wales to ensure it is fair, modern and cost-effective, is to review the powers of English and Welsh charities in relation to mixed-purpose social investment. Mixed-purpose social investment is a relatively recent phenomenon. The investment is made in part to achieve a financial return and in part to achieve a social benefit that furthers its objectives.

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Impact Investments Can Match Traditional Asset Returns, Studies Claim

Environmental Finance, October 31, 2013

Two studies of impact investments claim to show that investors would sacrifice little, if any, financial return by selecting their assets on environmental and social as well as economic grounds.

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Evolution of Foundation Portfolio: KL Felicitas and F.B. Heron Leading the Way

Seattle Impact Investing Group, October 30, 2013

Inspired by the luncheon that One Pacific Coast Bank hosted recently I am curious to learn more about Sonen Capital’s efforts and to investigate if there are other foundations out there, in addition to KL Felicitas, that are trying to align their entire portfolio with their mission.

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Investing Well — Doing Good

Mission Investors Exchange, October 30, 2015

One of the first questions board members ask when a foundation begins to think about committing all or a portion of its assets to mission investing is whether it can be done without sacrificing financial returns.Based on results from the impact investing carried out by the KL Felicitas Foundation led by Lisa and Charly Kleissner, the answer is “yes.”

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Family Wealth Report

Family Wealth Report, October 29, 2013

Sonen Capital has partnered with the KL Felicitas Foundation in producing a report entitled Evolution of an Impact Portfolio: From Implementation to Results, which details the financial performance of the foundation’s investment portfolio. The report finds that impact investments can compete with — and at times outperform — traditional asset class strategies while pursuing “meaningful and measurable social and environmental results.”

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New Report Makes Case for Impact Investing

Symvest, October 25, 2013

US investment firm Sonen Capital has published a new report which suggests that impact investment can outperform traditional asset class strategies.

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Sonen Capital Releases Report on Evolution of an Impact Portfolio: From Implementation to Results

Sonen Capital, October 14, 2013

The report, titled Evolution of an Impact Portfolio: From Implementation to Results demonstrates to investors that impact investments can compete with, and at times outperform, traditional asset class strategies while pursuing meaningful and measurable social and environmental results.

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Navigating Climate Risk: Ceres’ Primer for Family Offices

CERES, September 20, 2013

Ceres, a leading Boston-based NGO that advocates for a sustainable global economy, recently released a new primer that provides guidance to family offices on navigating climate risk in investment portfolios.

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