Thought Leadership

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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Impact Framework

Sonen’s Investment Approach to Divestment

Divest | Invest

The Divest-Invest initiative is intended to accelerate the transition to a sustainable economy by divesting from the fossil-fuel industry and investing in socially, environmentally and economically responsible companies. Learn how Sonen helps investors play a key role in leading this global energy transition.

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Impact Framework

Investing in Water

Impact Investing Framework

Water – specifically, how much we use, what we use it for, how much is left and how much we pay for it – has been at the top of many agendas recently. We are pleased to present our Water Framework, the second in a series that presents our views on how to invest in this critical natural resource.

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