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

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.

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Thought Leadership

BBC & Sonen Capital: Sustainability & Impact Investing

BBC: The Money Movement

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.

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Thought Leadership

FAIRR & Sonen Capital: Investing in agriculture to create impact

Within agriculture, Sonen believes that a small number of key interventions can help improve global food security, meet future nutritional needs and improve environmental concerns such as water scarcity and climate change.

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Thought Leadership

GIIN & Sonen Capital: Engaging with Evidence in Impact Measurement | Case Study

Global Impact Investing Network, Sonen Capital, W.K. Kellogg Foundation, The Rockefeller Foundation

This case study highlights how one asset manager – Sonen Capital – engages with evidence to inform decision-making throughout the investment cycle. Sonen relies on existing public data, internal data from past investments, and academic and field literature to frame impact expectations, select metrics, and set targets.

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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.

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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.

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Quarterly Commentary

Q4, 2017 Market Commentary

Quarterly Market Review

Stay up to date with information on financial markets, the economy and thematic impact investing 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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Quarterly Commentary

Q3, 2017 Market Commentary

Quarterly Market Review

Stay up to date with information on financial markets, the economy and thematic impact investing 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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Quarterly Commentary

Q2, 2017 Market Commentary

Quarterly Market Review

Stay up to date with information on financial markets, the economy and thematic impact investing 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

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.

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