Impact Investing for Institution & Advisors

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Pension Fund Case Study

A multinational corporation spanning four continents and 33 countries were eager to understand opportunities for deploying capital in a responsible manner. The company reflected and recognized that their fiduciary responsibility went beyond ensuring only having the financial resources to pay pensioners, but that they also needed to consider the world that the pensioners would retire into.


They set a goal to align their investments with sustainability practices they were implementing in their core business. Sonen was entrusted with a pool of capital from the organization’s corporate treasury (as opposed to their Foundation), to seed a new portfolio strategy targeting key social and environmental themes across Latin America.

Pension Fund Sample Investments

  • Private Equity

    Fund that invests in debt of medium-sized growth enterprises in Mexico, Colombia, and Peru, targeting underserved financial markets.

  • Private Equity

    Direct equity investment in a technology company providing services to financial institutions supporting low-income and under-banked populations in Latin America and Africa.