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Sonen Capital Releases Landmark Report on Evolution of an Impact Portfolio: From Implementation to Results

Published 10-14-13

Submitted by Sonen Capital LLC

Sonen Capital

Sonen Capital, a leading Social & Environmental investment firm, in collaboration with the KL Felicitas Foundation (KLF), announced the launch of a landmark report detailing the financial performance of the Foundation’s investment portfolio, to be published on October 14, 2013. The report, titled Evolution of an Impact Portfolio: From Implementation to Results demonstrates to investors that impact investments can compete with, and at times outperform, traditional asset class strategies while pursuing meaningful and measurable social and environmental results.

  • Examining seven years of performance, the report breaks down results achieved from 2006-2012 of the portfolio assets allocated to impact investments. By end of 2012, 85% of the portfolio was deployed in impact investments across multiple asset classes and demonstrated the ability to achieve index-competitive, risk-adjusted returns.
  • Research on 38 of the underlying investments in KLF’s impact portfolio, which accounted for $37.2 billion of assets under management, suggests the impact sector likely holds significantly larger absorptive capacity.
  • Impact measurement continues to improve, as current methodology allows investors to quantify and compare their impact to varying degrees across asset classes.

“We are extremely excited to share this report with the broader financial services industry in the hopes of discrediting the myth that investing for positive social and environmental outcomes requires a financial sacrifice,” says Sonen Capital Senior Managing Director, Raúl Pomares. He continued, “In the spirit of KLF’s mission, the Foundation’s hope is that others can learn from this experience and use these lessons to inspire them to action in mobilizing their assets to align with their values and address the world’s challenges, without necessarily a trade off in return.”

Evolution of an Impact Portfolio is written for asset owners, advisors, and other intermediaries interested in learning more about approaches to building diversified impact portfolios anchored in rigorous financial analysis.

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 and measurable social and environmental impact. We offer multi-manager, multi-themed investment solutions, portfolio strategies and customized mandates, 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 call +1(415) 534-4444, or visit www.sonencapital.com. Follow us on Twitter @SonenCapital.

Sonen Capital LLC logo

Sonen Capital LLC

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 and measurable social and environmental impact. We offer multi-manager, multi-themed investment solutions, portfolio strategies and customized mandates, 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 call +1(415) 534-4444, or visit www.sonencapital.com. Follow us on Twitter @SonenCapital

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