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.
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
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
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
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
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.Learn More
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
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
In this new report, 37 impact advisors and consultants from 12 countries, partnering with 38 of Toniic’s 100% Impact Network members, open the door to their impact practices to demystify, inspire and activate both investors and the financial services industry. This report highlights different approaches, perspectives, and business models of impact advisors and consultants, demonstrates the growing range of innovative impact products and services, and explores trends, challenges and successes faced by practitioners. It intends to inspire asset owners and managers as they embark on their own journey into impact.Learn More
Multi-million renewable energy investments could be at risk from overlooking harms to local communities. Managing these impacts is key to secure a fast and fair transition to a low-carbon economy, and safeguard financial returns, according to analysis by Business & Human Rights Resource Centre, Transform Finance and Sonen Capital. A new briefing launched today sets out why investors in renewable energy should take action to ensure projects respect local communities’ rights and provides tools to use in their investment relationships.Download
Sonen’s webinar, 5 Ways We Measure Investment Impact, is available for replay. This webinar is based on Sonen’s 2016 Impact Report, and it highlights the social and environmental impacts generated by its four investment strategies. The Report emphasizes the 5 ways in which Sonen evaluates impact in both public and private markets.Learn More