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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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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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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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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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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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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The Art of Impact Investing
Julia Sze for the 2014 Wharton San Francisco Social Impact Conference
The purpose of the conference was to bring together a community of socially innovative thinkers who understand what is good for society is also good for business. Managing Director, Julia Sze discusses impact investing solutions in a session titled, The Art of Impact Investing. NOTE: The clip is from 41:16 to 1:30:39.
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From Ideas to Practice, Pilots to Strategy
Justina Lai, Will Morgan, Josh Newman, and Raúl Pomares contributed to the report.
From Ideas to Practice, Pilots to Strategy is both an attempt — and an opportunity — to disseminate the best practices and lessons learned from the first movers, early adopters and bold innovators in the field of impact investing, with the goal of further advancing the sector.
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Evolution of an Impact Portfolio: From Implementation to Results
Justina Lai, Will Morgan, Josh Newman & Raúl Pomares
Sonen Capital, a leading Social & Environmental impact investment firm, in collaboration with the KL Felicitas Foundation (KLF), announced the launch of the first-of-its-kind report detailing the financial performance of an impact investing portfolio.
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Embracing the Genius of AND: Financial Returns AND Social Impact
Raúl Pomares for Eleos Foundation Fall 2011 Educational Series
Raúl Pomares discusses his experience developing integrated investment portfolios that deliver financial returns AND social impact.
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