What Is Impact Investing Advisory?
Sonen Capital provides impact OCIO and advisory services to families, foundations, and institutional investors. As an employee-owned B Corporation, the firm takes pride in integrating social and environmental impact into the investment process to deliver on financial and impact goals. Capitalizing on over 150 years of combined sustainable investing experience, Sonen Capital tailors each portfolio to meet distinct client objectives. The process begins with active listening, thoughtful conversation, and a mutual understanding of financial needs and values—turning dreams into actionable, investable opportunities… This commitment reflects a deep respect for both impact investing and sustainable investing, where every portfolio is a blend of rigorous due diligence and innovative planning.
Main Benefit: Key Figures and Facts
The primary advantage of Sonen Capital’s approach is the ability to create comprehensive, tailor-made portfolio solutions. A few standout facts include:
- Over 150 years of cumulative sustainable investing experience
- Employee ownership helping reinforce a client-centric, collaborative environment
- Tailored financial and impact roadmaps developed through active listening and conversation
- Combining investment management with rigorous due diligence and dynamic planning
- An award-winning reporting system connecting long-term goals with qualifiable metrics
Investment Management Innovation
Every client is different, and every portfolio crafted by Sonen Capital is uniquely designed to suit individual financial goals and impact objectives. The approach is both framework-driven and flexible, ensuring that each plan is not only robust but also adaptive—a true testament to a visionary investment management process. In practice, this means that portfolios are not static constructs; they evolve over time, incorporating new insights and market trends. The strategic combination of discipline with judgment creates a seamless balance, where each investment decision is grounded in a comprehensive vision of both social and environmental impact.
Tailored Wealth Management
Sonen Capital works hand in hand with individuals and their families, initiating partnerships that start with thoughtful evaluations of financial needs and values. The firm develops long-term plans designed to protect, grow, and express wealth while achieving impact objectives. Constant attention is paid to every detail, ensuring that financial strategies reflect not just market opportunities but also the personal passions of asset owners. This commitment results in a truly customized wealth management plan that stands out within the competitive investment advising industry.
Social and Environmental Impact
The name Sonen is derived from the fusion of Social and Environmental investing—a philosophy that underscores the firm’s conviction that financial returns and lasting social and environmental impact reinforce each other. Capitalizing on its deep expertise, Sonen Capital explores investments that perform across various asset classes and impact themes. Investments made under this banner are more than just transactions; they are part of a broader movement to mobilize financial assets and meet large-scale global challenges. Such a dynamic approach ensures that each decision contributes to a better, more sustainable world.
Project Impact
- SDG 7: Affordable and Clean Energy – Through strategic investments in renewable energy solutions.
- SDG 9: Industry, Innovation, and Infrastructure – By fostering innovative investment opportunities that bridge tradition and modernity.
- SDG 11: Sustainable Cities and Communities – In support of urban planning and infrastructure that promote sustainable living environments.
- SDG 13: Climate Action – By prioritizing investments aimed at reducing carbon footprints and enhancing climate resilience.
- SDG 17: Partnerships for the Goals – Through collaboration with institutions and communities to drive impactful change.
Looking Forward
The mission is clear: deliver high-performing impact investments while remaining the trusted partner for asset owners seeking solutions to address the world’s most pressing challenges. Sonen Capital’s dedication extends beyond the numbers, merging passion with a rigorous approach that consistently delivers sophisticated and holistic impact investing solutions. With a clear focus on aligning long-term goals with measurable results, the innovation behind each portfolio lays the groundwork for enduring success in both financial and social domains… This dynamic, engaging model underscores that investment management is not merely about growing wealth; it is also about cultivating positive change for future generations. The commitment to clarity and continuous improvement remains the guiding star in every step taken towards reimagining the investment landscape.
