Thought Leadership

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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Thought Leadership

2014 Annual Impact Report: Impact Investing in Public Markets

We are pleased to share with you our 2014 Annual Impact Report, the third report from Sonen’s Lessons from the Field series. This year’s Report provides an analysis of the quantitative and qualitative impact performance of Sonen’s public markets investment strategies. The Report also details our increased shareholder engagement activities, as well as demonstrating improvements we have made to our impact measurement framework.

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Impact Framework

Investing in Energy

Impact Investing Framework

Thematic investing creates investment opportunities directly related to social or environmental needs, and often can address both dimensions simultaneously. Sonen constructs “impact frameworks” for multiple impact themes that identify specific social or environmental challenges. These help guide our thinking as we explore different ways to deploy capital. Our Energy Framework is the first in a series available for download now.

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Video

Impact Investing: Aligning Your Portfolio with Your Values

SV2: Silicon Valley Social Venture Fund

Julia Sze participated on an expert panel of practitioners and inspiring leaders who are shaping the rapidly developing field of impact investing.

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Video

Impact Investing: Identifying Opportunities and Demonstrating Results

MSCI / Sonen Capital / FB Heron Foundation

Raul Pomares is part of a panel of expert speakers discussing how investors are utilizing the latest trends and strategies in impact investing to identify opportunities and compete with traditional asset allocation strategies.

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Thought Leadership

Real Assets Primer

Research and Thought Leadership on Impact Investing

Since the financial crisis in 2008, there has been a growth in interest in real assets investing as a way to diversify and strengthen portfolios. This primer provides investors and the general public with an introduction to (or update on) the sustainable real assets market.

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Thought Leadership

2013 Annual Impact Report — Impact Investing in Public Markets

Will Morgan, Raúl Pomares, & Martin Whittaker, Ph.D.

We are pleased to share with you the second report in Sonen’s Lessons from the Field series, 2013 Annual Impact Report – Impact Investing in Public Markets: Methodology, Analysis and Thought Leadership. This report illustrates clearly and specifically, the quantitative and qualitative impact performance data on Sonen’s public markets investment strategies.

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