Sonen Capital LLC

Sonen Capital LLC

Investment Management

San Francisco, CA 3,853 followers

Social & Environmental Impact Investment Management

About us

We believe that investment capital can help meet large-scale global challenges. Sonen Capital is a dedicated impact investment management and advisory firm. Our name is derived from Social and Environmental investing, and reflects our values and our conviction that investing to generate financial returns and lasting social and environmental impact are not only compatible, but also mutually reinforcing objectives. With over five decades of combined sustainable investing learning and experience, Sonen team members are field builders dedicated to helping mobilize financial assets to help meet large-scale global challenges. This deep experience serves not only to inform and improve our knowledge and understanding of this evolving area, but it also enhances our ability to deliver to our clients increasingly more sophisticated and holistic impact advice and strategies. Our Mission Our mission is to deliver financially competitive investment solutions with meaningful impact and exceptional client service. We Value • Investments that perform across all asset classes and impact themes. • Combining discipline with judgment. • Client centricity. • Working in a passionate, generative and collegial environment. Follow us on Twitter @SonenCapital DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information. We are not responsible for any third party content, services, products or information.

Industry
Investment Management
Company size
11-50 employees
Headquarters
San Francisco, CA
Type
Privately Held
Founded
2011
Specialties
Impact Investing, Investment Strategies, Investment Advisory, and Investment Management

Locations

Employees at Sonen Capital LLC

Updates

  • View organization page for Sonen Capital LLC, graphic

    3,853 followers

    We look forward to co-hosting with our friends at TransCap Initiative and Center for Sustainable Finance and Private Wealth (CSP) North America - look forward to a great conversation on ways to deploy capital to address complex social and environmental issues.

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    3,853 followers

    Next week, Sonen Capital will attend the 2024 Impact Forum by The Global Impact Investing Network, in Amsterdam, Netherlands. This conference connects impact investing professionals from around the world to share new trends and solutions in the industry. During the conference, Carolyn Ezelino, Sonen Capital's Head of Research, will be sharing her thoughts on investment analysis and the potential of impact rating benchmarks to improve decision-making and gauge impact to financial performance. By engaging in these vital conversations of measuring and managing risk, we strive to further our firm's mission of tackling the world's most pressing issues with effective impact investments. • Dean Hand, Chief Research Officer, The Global Impact Investing NetworkCarolyn Ezelino, Managing Director & Head of Research, Sonen Capital LLC • Clare Murray, Co-Founding Partner, Blume Equity • Masato N., Co-Founder & Partner, GLIN Impact Capital • Moderated by Tristan Hackett, Senior Director at BlueMark See the agenda here: https://lnkd.in/euTChqtx #impactinvesting #GIINForum2024

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    3,853 followers

    As challenges like climate change and social inequality grow more urgent, we believe in the power of markets to drive real, systemic change. At Sonen Capital, we’re proud to be a #BCorp because it’s not just about investing responsibly, it’s about being a responsible business too. From due diligence to reporting, impact measurement is an essential component of our rigorous investment process. In a similar way, the B Corp certification and scoring process is an important tool to understand how we operate as a business. Moreover, it’s a tool for intentional progress, showing us where we stand and providing insights as to how we can improve. Afterall, business can only be a force for good if we commit to making it so. “One of Sonen’s guiding beliefs is that capital markets are potent tools for meaningful and durable social and environmental change. We invest in companies that are at the forefront of building a sustainable economy, which includes not only goods and services, but business practices that support sustainability itself. This includes worker welfare, environmentally sound policies, and governance that reflects inclusivity and transparency. The B Corp certification process not only helps guide our own business practices, it also helps us identify and evaluate the attributes most important in our own investing.” — Will Morgan, Head of Impact Strategy at Sonen Capital Read B Lab's article here: https://lnkd.in/gKKbuceg Learn more about our B Corp score here: https://lnkd.in/g8WFrQ_j #ImpactInvesting

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    3,853 followers

    We’re looking forward to attending the Opal Group’s Family Office & Private Wealth Management Forum next week in Napa Valley. The event will cover key themes and strategies such as private equity, venture capital, technology, alternatives, and impact investing. We look forward to engaging with other wealth professionals and learning more about the top priorities for family offices in 2024. Additionally, we look forward to share insights on how family offices can align their impact goals with their financial objectives. Learn more here: https://lnkd.in/eggaEaV4 #impactinvesting #familyoffice #privatewealth

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    3,853 followers

    The $8.3 trillion global healthcare sector presents both opportunities and challenges for investors.   Impact investors are uniquely positioned to drive positive change as scientific advancements, regulatory shifts, and demographic changes reshape the industry. Sonen Capital’s latest Impact Framework: Investing in Health provides a roadmap for navigating this complex landscape with the aim of helping investors achieve financial returns AND measurable impact. From innovative treatments to improving healthcare access, the framework outlines investment strategies that support positive healthcare outcomes and align with the UN Sustainable Development Goals. Read the full framework and discover how impact investing can reshape the future of health. https://lnkd.in/gNrHaxRP #impactinvesting

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    3,853 followers

    Today, the Sonen Capital team stepped away from our desks and dove into hands-on community service at Project Open Hand. We spent the morning preparing nutritious meals for our sick and vulnerable neighbors in San Francisco. Project Open Hand provides healthy, delicious meals to seniors, people battling illness, and individuals experiencing food insecurity throughout the Bay Area. We assisted in preparing hundreds of meals and it was a powerful reminder of the impact a community can have when we come together. We are grateful to the staff, and a special shout out to the wonderful volunteers, three of who were celebrating 21, 22, and 30 year anniversaries of service! At Sonen Capital, we believe in the power of purpose-driven work—whether through impact investing or direct community engagement. Volunteering with Project Open Hand was a meaningful way for us to strengthen our team bonds and support a cause that aligns with our values. #impactinvesting

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  • View organization page for Sonen Capital LLC, graphic

    3,853 followers

    Curious about how impact investing can reshape healthcare? Sonen’s Head of Impact Strategy, Will Morgan breaks down our approach to investing in health through our upcoming impact investing framework. Discover how we aim improve global health outcomes through investment, and generate positive, measurable impact. To have our framework delivered to your inbox when it's released, sign up for our newsletter: https://lnkd.in/gaEKGaAT #impactinvesting

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    3,853 followers

    This week is buzzing with opportunity for innovation and change, as Government leaders, high-level executives, NGOs, and investors will gather for the 79th Session of the United Nations General Assembly. The UNGA will conclude with PVBLIC Foundation’s summit, Cumbre de Impacto Iberoamericano, which will focus on innovation to address the global education crisis. Sonen Capital’s Director of Private Investments Sandra Y Sainz Heredia, is part of a panel that will discuss how to accelerate impact to meet the UN Sustainable Developments Goals. During the session, Sandra will specifically highlight innovative investments strategies family offices can utilize to achieve their desired impact. 

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