Investments

Years of experience as an OCIO/investment advisor dedicated to impact

Average years of impact investment experience of the senior investment team

0 +

Impact investments made globally across asset classes and impact themes

Deep impact investment experience

Dedicated impact investment advisor since inception in 2011, founded and capitalized by impact leaders.
Experienced team with decades of extensive industry engagement and deep personal relationships giving access to impact managers globally.
Fully-integrated investment process that examines financial and impact metrics, including race and gender, of each investment.

Investment Philosophy

Sonen Capital is a dedicated impact investment management firm focused on addressing large-scale global challenges through investment capital. We believe that investment solutions that incorporate current and future environmental and social opportunities and risks will benefit from a competitive advantage and improved long-term financial prospects.

We hold a deep conviction that investing to generate financial returns and lasting social and environmental impact are not only compatible, but also mutually reinforcing objectives. This dual focus enables us to deliver value to investors while contributing meaningfully to the well-being of communities and the planet.

Our team is an extension of yours

We are an independent, privately held, majority employee-owned investment firm that is aligned with client interests.
Our client-centric approach means we build bespoke portfolios that reflect each client’s investment, impact and philanthropic goals.
Our size allows us to be agile and responsive to evolving industry trends and meet clients at every stage of their impact investment journey.

Client partnerships

We offer custom and comprehensive impact portfolio services including:

Outsource Chief Investment Office (OCIO) solutions
A carve-out of your existing portfolio targeted to your objectives
Deploy capital across a single or multiple asset classes
Allocate capital to both mission-related (MRI) and program-related (PRI) investments
Cater to micro or macro thematic impact solutions
Work with both discretionary or non-discretionary mandates
Tailor engagement from fully outsourced to seamlessly integrated with your organization’s team

Investments

Deep impact investment experience

Investment Philosophy

Our team is an extension of yours

Client partnerships

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