Thought Leadership

Impact Framework

Investing in Sustainable Real Estate

As populations grow, economies develop and urban cores reach capacity, the need increases to expand the supply of environmentally sustainable and socially equitable opportunities within the built environment. The built environment refers to manmade surroundings that provide the setting for human activity, ranging in scale from buildings and parks or green space, to neighborhoods and cities that can often include their supporting infrastructure, such as water supply or energy networks.

Sonen constructs Impact Frameworks that help guide our investment decision-making within specific social and environmental themes. 

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Thought Leadership

Water Investment Primer

The earth faces a tremendous challenge when it comes to water due to the supply and demand imbalance, the lack of substitutes, and the United Nation’s declaration that drinking water and sanitation are a human right. While historically some have viewed water as a free public good, populations are beginning to recognize the need to innovate and create solutions while also considering attaching prices to water.

Investors are also increasingly focused on water-related challenges, recognizing the market’s potential to provide solutions for this expanding global problem while potentially generating competitive financial returns.

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Impact Framework

Investing in Sustainable Agriculture

Impact Investing Framework

Research indicates that a small number of key interventions can help improve global food security, meet future nutritional needs and improve related environmental concerns, namely water scarcity and climate change. Pursuing such interventions is possible across both public and private market investments, and can advance sustainable agriculture practices globally.

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Video

Webinar – Impact Investment Assessment at Sonen Capital

April 21, 2016

This webinar highlights the measurable impact of the firm’s public equity, fixed income and global sustainable real assets strategies. It will also discuss Sonen’s groundbreaking work in seeking to align its strategies with the United Nations Sustainable Development Goals.

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Thought Leadership

2015 Annual Impact Report

We are pleased to share with you our 2015 Annual Impact Report. This report is the first of its kind report that directly links investment strategies to the United Nations Sustainable Development Goals (SDGs). Sonen’s globally focused public equity, fixed income and real assets portfolios aim to deliver competitive financial returns while supporting several specific SDGs including climate change, clean energy, water and sanitation, sustainable cities, sustainable timber and green real estate.

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Thought Leadership

Performance Update: Evolution of an Impact Portfolio

This report updates the information provided in the landmark October 2013 report, Evolution of an Impact Report: From Implementation to Results, which highlighted the financial performance of the KL Felicitas Foundation’s portfolio from 2006 – 2012.

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Thought Leadership

The Impact Investing Podcast

Raúl Pomares: The Impact of Conviction in Your Investment Strategy

Raúl Pomares, founder of Sonen Capital, discusses his beginnings in investing, the process of founding a Certified B-Corp investment management firm and the future of public market based impact investing.

Listen to Raul’s interview on the Impact Investing podcast’s website or Apple Podcasts

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Thought Leadership

The Impact Investing Podcast

Will Morgan: The Impact of Defining, Evaluating and Measuring Impact Investment Portfolios

Will Morgan, Senior Impact Analyst for Sonen Capital, discusses his influences to move from philanthropy to impact investing, as well as Sonen’s efforts to define, evaluate and report impact across Sonen’s strategies.

Listen to Will’s interview on the Impact Investing podcast’s website or Apple Podcasts

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Thought Leadership

Impact Measurement Report – NPC

Investing for Impact: Practical Tools, Lessons, and Results

NPC, a UK think tank and consultancy, reviewed the impact created by the KL Felicitas Foundation, founded by Charly and Lisa Kleissner, which pioneers a new approach to investment by committing 100% of its assets to positive social and environmental impact. The work is derived from the portfolio managed by Sonen Capital.

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Impact Framework

Faith Based Investors Response to Climate Change

Faith-based investors are pioneers in socially responsible investing, and they are among the strongest advocates for aligning investments with organizational missions. Most recently, religious leaders from around the world have espoused a “call to action” regarding climate change related risks and ecological health. We believe our proactive investment approach for achieving positive social and environmental outcomes aligns thoughtfully with the solutions based approach faith based organizations are looking for, without necessarily sacrificing returns.

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