Unlocking Systemic Change in Capital Allocation

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Co-hosting with the Center for Sustainable Finance and Private Wealth (CSP) and TransCap Initiative on the final morning of SOCAP24, we convened field-builders, systems entrepreneurs and investors in the impact ecosystem for a rich discussion on investing with systems-thinking and its importance for long-term solutions to our social, environmental, and economic issues.

 

Dominic Hofstetter, Executive Director of TransCap Initiative shared his systems-thinking approach to capital allocation, which is illustrated in TransCap Initiative’s latest case study, Oceans Strategy: A Case Study of Systemic Investing.  Sonen’s Chief Growth Officer, Simone Balch shared that Sonen prioritizes investment opportunities that elevate BIPOC and women-led companies and managers to challenge the traditional biases that persist in our field. She also referenced a client example to highlight the powerful work of the Compton Foundation, whose commitment to 100% impact investing illustrates how adopting a mission-first mindset can catalyze transformative change and redefine how foundations can directly impact underserved communities. You can read the report here.

 

A systems-thinking investment lens can help investors view capital allocation as part of a larger network of interconnected issues and can help overcome the limitations of traditional investing by addressing the root cause of complex challenges. In today’s world, this approach as part of the mix of capital allocation may work more effectively to drive more meaningful outcomes.

 

For Sonen Capital, hosting this field-building event aligned perfectly with our mission to reshape capital flows in ways that promote equity and resilience through partnerships. We’re grateful for the inspiring and spirited exchanges, and we look forward to continuing these types of conversations, learning from one another, and working together to address systemic issues through investment.

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