Thought Leadership

At Sonen, we contribute to numerous thought pieces and publications, take leadership roles within industry organizations, and lead and conduct studies to maintain our position at the leading edge of the developing world of impact investing. We believe these activities serve not only to inform and improve our knowledge and understanding of this evolving area, but it also enhances our ability to deliver to our clients increasingly more sophisticated and holistic impact strategies and services.

Thought Leadership

The New Operating Environment Facing Latin American Capital Providers

Collaborative for Frontier Finance, Sonen Capital, Fondo de Fondos and Dalberg

The Collaborative for Finance, in partnership with Sonen Capital, Fondos de Fondos and Dalberg recently conducted a survey of capital managers targeting micro, small and medium enterprises (MSMEs) in Latin America and the Caribbean to better understand how COVID-19 is impacting MSMEs and the local capital providers that support them.

Learn More
Thought Leadership

2019 Impact Report

Sonen’s Impact Report provides an in-depth and multidimensional view of the sustainability characteristics of our four investment strategies.

Learn More
Video

Latin America, Two Views, One Region of Opportunity

Impact Investing in Latin America

From the main stage at SOCAP19, Raul Pomares of Sonen Capital and Rodrigo Villar of New Ventures discuss the impact investment opportunity in Latin America. They discuss their impressions of the impact ecosystem, quality of expertise and investments, and entrepreneurship throughout LATAM. They discuss the misconceptions investors have when considering the region, from violence to deal flow, and how the impact community is innovating to rise above those issues to get Latin America on investor’s radars.

Learn More
Thought Leadership

Divest Invest Philanthropy

Five Years After Launch

This report tracks the progress of the nearly 200 foundation signatories of Divest Invest Philanthropy, five years after the initiative was launched. The report showcases leading examples through case studies, and invites other foundations to come along.

Learn More
Thought Leadership

2018 Impact Report

Sonen is delighted to share with you our sixth annual Impact Report, which provides a meaningful and multidimensional view of the sustainability metrics and social and environmental impact of our four investment strategies.

Learn More
Thought Leadership

Podcast: Raúl Pomares | Doing Good by Doing Well Has Never Been Easier

The Investment Turnaround

Meeting large-scale global challenges using investment capital is easy if you are willing to learn form the best. In this podcast, Raúl shares his strategy and busts the myth that there are not enough impact investment opportunities. He shows how to generate “market-based financial returns with meaningful long-term positive social and environmental benefits.” Available from AQAL Integral Investing and on Soundcloud.

Learn More
Thought Leadership

Podcast: Sustainability & Impact Investing

BBC Storyworks: Money Movement Podcast

In this episode of The Money Movement, Raul Pomares talks to us about the power of investing to create change in the world. He’s the founder of Sonen Capital, an investment firm dedicated to sustainable investing. Raul spent years building portfolios for foundations, funds, and even co-founded a boutique wealth management firm during the tech boom of the 90’s.

Through our discussion, we explore how the newest generation of investors want to see how their money can make a positive difference in the world.

Available through BBC Storyworks and on Soundcloud.

Learn More
Thought Leadership

2017 Impact Report

Sonen is pleased to present its 2017 Impact Report, which highlights the social and environmental performance of our four distinct impact investment strategies: fixed income, public equity, sustainable real assets and multi-asset. We believe that the results of our work over the past year reflects positively on Sonen’s mission to provide clients with competitive financial returns alongside meaningful, positive social and environmental benefits.

Download
Thought Leadership

In Pursuit of Deep Impact and Market-Rate Returns

KL Felicitas Foundation's Journey

In Pursuit of Deep Impact and Market-Rate Returns: KL Felicitas Foundations Journey is a deep-dive analysis of the KLF impact investment portfolio, which provides a model strategy for achieving targeted social and environmental as well as financial returns. The report, released in April 2018, by New Philanthropy Capital, Sonen Capital and the Foundation, also shows that use of NPC’s new Impact Risk Classification framework enables rigorous impact measurement across asset classes.

Download
Thought Leadership

Podcast: Heron Foundation Interview with Sonen’s, Raul Pomares

Understanding and harnessing the many layered, interconnected trends of our time drives the strategic approach utilized at Sonen Capital. With his firm’s singular focus on impact investing, Raul shares how they combine customized account services with an advocacy approach to deepen engagement and amplify impact. Podcast also available Through Soundcloud.

Learn More