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 Results. The 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.
We ask that you please help us with dissemination and forward this email to those who may find this report, or other resources, useful:
As with our last report, we welcome your thoughtful feedback and perspectives on how we may improve future efforts.
Senior Managing Director, Sonen Capital