Resources

Thought Leadership

Investing in Water

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.

Investing in Energy

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.

Impact Investing: Aligning Your Portfolio with Your Values

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

Impact Investing: Identifying Opportunities and Demonstrating Results

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.

Real Assets Primer

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.

The Art of Impact Investing

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.

From Ideas to Practice, Pilots to Strategy

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.

Evolution of an Impact Portfolio: From Implementation to Results

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.

Embracing the Genius of AND: Financial Returns AND Social Impact

Raúl Pomares discusses his experience developing integrated investment portfolios that deliver financial returns AND social impact.

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