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.

Thought Leadership

The Upward Trend of Spending Down: Five foundational pillars to devise your foundation’s spend-down strategy

For decades, many foundations have followed a familiar rhythm: preserve capital, make steady grants, and exist in perpetuity. Today however, as climate change accelerates, inequality deepens, and democracy faces strain, more leaders are asking: What if we used every available resource now, when it’s needed most?

Turning Impact Into Insight: Sonen’s Approach to Measuring Impact

We’re excited to share our new report: Turning Impact Into Insight: Sonen’s Approach to Measuring Impact. This guide reveals how we help clients translate their values into purpose-built portfolios—laser-focusing on achieving specific, results-based outcomes, and bringing clarity to how impact is defined, tracked, and managed across clients’ investments.

Just Transition: Impact Investing Framework

Investments will continue to play a pivotal role in combating climate change and its systemic impacts. Achieving net-zero emissions by 2050 is projected to require between $100 and $150 trillion in total — demanding a near tripling of current investment levels to $4 trillion annually. A Just Transition presents an opportunity to align capital with both environmental and social impact—creating a more resilient and inclusive future.

Modal Example

Embracing the Genius of AND: Financial Returns AND Social Impact

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The Upward Trend of Spending Down: Five foundational pillars to devise your foundation’s spend-down strategy

Turning Impact Into Insight: Sonen’s Approach to Measuring Impact

Just Transition: Impact Investing Framework

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