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Impact Investing Handbook

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2022 Global Equity Impact Report

We started Sonen Global Equity 10 years ago with a goal to provide competitive financial returns alongside meaningful and measurable social and environmental impact. When we published our first impact report for this strategy, we decided to make these reports available to all, and not just investors.

On the Up & Up Podcast

Will Morgan was a recent guest on the UpMetrics podcast, On the Up and Up, where he dove deep into the data that validates if an investment is impact, or not.

2021 Global Equity Impact Report

Our 9th Annual Impact Report reveals that Sonen’s Global Public Equity strategy continues to outperform its market benchmark across all ESG indicators AND financial performance.

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