Sonen Capital Releases 2013 Annual Impact Report

Report Release

May 5, 2014

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Lessons from the Field

 

2013 Annual Impact Report 

Impact Investing in Public Markets: 

Methodology, Analysis and Thought Leadership

 

We are pleased to share with you our 2013 Annual Impact Report, the second report in Sonen’s Lessons from the Field series, Impact Investing in Public Markets: Methodology, Analysis and Thought Leadership. This report illustrates clearly and specifically the

quantitative and qualitative impact performance data of Sonen’s public markets investment strategies. Our goal is to show that investors can direct resources to create measurable, lasting and large-scale positive impact through a wide variety of investment approaches in public markets.

 

In October 2013, we articulated a part of this powerful idea through our report,

Evolution of an Impact Portfolio: From Implementation to ResultsThe report demonstrated that impact investments can compete with and at times outperform traditional asset allocation strategies, while simultaneously pursuing meaningful and measurable social and environmental impact. After thousands of downloads, dozens of articles and hundreds of conversations about financial performance, we are eager to engage in the important discussion about impact performance.

  

The questions Sonen’s 2013 Annual Impact Report seeks to answer are: What does impact in the public markets look like? How do we measure impact? We feel that providing these answers is critical to moving the dialogue forward within the impact investment space. Although universal impact measurement has yet to be solved, with a multitude of platforms in various stages gaining awareness and adoption, we hope our attempt proves insightful.

 

As just a few highlights, Sonen’s public markets investment strategies delivered the below impacts in 2013. 

        

Sonen vs. Benchmark

 

We ask that you please help us with dissemination and forward this email to those who may find this report, or other resources, useful:

 

Impact Report 2013: Impact Reporting and Thought Leadership on Impact Investing in Public Markets

Evolution of an Impact Portfolio, From Implementation to Results

Chapter 4.3, Incorporating Impact Criteria in Portfolio Construction: From Policy to Implementation from the World Economic Forum’s, From Ideas to Practice, Pilots to Strategy: Practical Solutions and Actionable Insights on How to Do Impact Investing

  

As with our last report, we welcome your thoughtful feedback and perspectives on how we may improve future efforts.

 

Sincerely,

 

Raúl Pomares

Senior Managing Director, Sonen Capital

About Sonen Capital LLC

 

Sonen Capital LLC is a leading investment management firm, dedicated to delivering competitive investment solutions for investors seeking financial returns with meaningful social and environmental impact. We offer multi-manager, multi-themed investment solutions, portfolio strategies and managed account solutions across all asset classes and impact themes. Sonen serves high-net-worth individuals, families, foundations and an array of wealth managers and investment advisors. The firm serves its clients from its headquarters in San Francisco and its offices in New York. For more information please call +1(415)534-4444, or visit www.sonencapital.com

 

Press Contact: Amando Balbuena, [email protected], +1(415)528-3608 

 

NEITHER THIS EMAIL NOR THE 2013 ANNUAL IMPACT REPORT CONSTITUTES AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY A SECURITY. THE INFORMATION HEREIN HAS BEEN PROVIDED BY A NUMBER OF SOURCES THAT SONEN CAPITAL CONSIDERS RELIABLE, BUT WHICH SONEN CAPITAL HAS NOT INDEPENDENTLY VERIFIED. THEREFORE, NOTHING CONTAINED HEREIN SHALL CONSTITUTE ANY REPRESENTATION OR WARRANTY AND NO RESPONSIBILITY OR LIABILITY IS ACCEPTED BY SONEN CAPITAL AS TO THE ACCURACY, RELIABILITY OR COMPLETENESS OF ANY INFORMATION SUPPLIED HEREIN. PAST PERFORMANCE IS NEITHER INDICATIVE, NOR A GUARANTEE, OF FUTURE RESULTS.