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Evolution of Foundation Portfolio: KL Felicitas and F.B. Heron Leading the Way

Inspired by the luncheon that One Pacific Coast Bank hosted recently I am curious to learn more about Sonen Capital's efforts and to investigate if there are other foundations out there, in addition to KL Felicitas, that are trying to align their entire portfolio with their mission.

Investing Well — Doing Good

One of the first questions board members ask when a foundation begins to think about committing all or a portion of its assets to mission investing is whether it can be done without sacrificing financial returns.Based on results from the impact investing carried out by the KL Felicitas Foundation led by Lisa and Charly Kleissner, the answer is "yes."

Family Wealth Report

Sonen Capital has partnered with the KL Felicitas Foundation in producing a report entitled Evolution of an Impact Portfolio: From Implementation to Results, which details the financial performance of the foundation's investment portfolio. The report finds that impact investments can compete with — and at times outperform — traditional asset class strategies while pursuing "meaningful and measurable social and environmental results."

New Report Makes Case for Impact Investing

US investment firm Sonen Capital has published a new report which suggests that impact investment can outperform traditional asset class strategies.

Sonen Capital Releases Report on Evolution of an Impact Portfolio: From Implementation to Results

The report, titled Evolution of an Impact Portfolio: From Implementation to Results demonstrates to investors that impact investments can compete with, and at times outperform, traditional asset class strategies while pursuing meaningful and measurable social and environmental results.

Navigating Climate Risk: Ceres’ Primer for Family Offices

Ceres, a leading Boston-based NGO that advocates for a sustainable global economy, recently released a new primer that provides guidance to family offices on navigating climate risk in investment portfolios.

Charity’s Return on Investment

This week, the University of Utah announced that the Sorenson Impact Foundation, which invests in philanthropic-minded entrepreneurs, would fund five early-stage social-impact investments that were hand selected by its students. Total investment: $2 million.

I’m an Impact Investor

Endeavoring to "do more" with my money and my life, I've been an impact investor for 15 years. Back in the '80's at business school, I learned about the equation: value = benefits – price. And 7 years ago, while in Divinity School studying ethics, I was able to gain a bit more clarity on values. Matterings. Impact investing has allowed me to integrate what I have learned about value and values. The MBA and the ethics training meet.

The Genius of AND

Impact investing embraces this idea. It looks for opportunities to improve social and environmental situations while at the same time producing a financial return for investors on a par with normal investment opportunities. The Global Impact Investor Network (GIIN) is doing a lot of solid work to expand the definitions and concepts of impact investing. Their webpage explains the role they fulfill.

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