Sonen Capital LLC

Investment Management

San Francisco, California

United States

sonencapital.com

About Sonen Capital

Sonen Capital is a dedicated impact investment management and advisory firm. The firm’s mission is to deliver financially competitive investment solutions with meaningful impact and exceptional client service. Sonen’s name is derived from Social and Environmental investing, and reflects their values and 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 their knowledge and understanding of this evolving area, but it also enhances their ability to deliver to their clients increasingly more sophisticated and holistic impact advice and strategies.

Integrating social and environmental performance indicators into investment decision-making helps reduce related risks, and creates further opportunity for investors to align their resources with their values. Being a B Corp affirms our commitment to creating competitive investment solutions with positive, meaningful and measurable impact.

The Change We Seek®

The pressing challenges of natural resource scarcity, broad climate change, and consumer preferences – combined with global population growth, an expanding middle class, rapid urbanization and the strengthening of social and environmental policies – are driving a transition towards sustainable investment solutions for humanity and the global economy. Sonen Capital believes that businesses that incorporate current and future environmental and social opportunities and risks have a competitive advantage and improved long-term financial prospects.

Everyday decisions reflect one’s own personal value systems, so too do financial decisions. Investing can be an expression of values, and can reflect an effort to align financial resources with meaning. Impact investors make conscious and deliberate choices about how their assets are allocated, and these choices themselves are expressions of impact. Sonen believes these expressions of impact influence corporate behavior, induce material corporate policy changes that result in large-scale positive social or environmental outcomes, and harness the positive power of enterprise to target specific environmental and social needs.

What makes us a better company?

B Impact Report

Certified since: 

February 2015
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

3
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

32
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

53
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

20
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

19
6
Overall B Score
127
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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