Sonen Capital LLC

Certified B Corporation
Headquarters

California, United States

Certified Since

February 2015

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

United Kingdom,

United States

Sonen Capital is a dedicated impact investment management and advisory firm. The firms mission is to deliver financially competitive investment solutions with meaningful impact and exceptional client service. SonenÕs 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.

Overall B Impact Score

Based on the B Impact assessment, Sonen Capital LLC earned an overall score of 149.6. The median score for ordinary businesses who complete the assessment is currently 50.9.
149.6
149.6 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 21.5

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement3.6
Ethics & Transparency7.8
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Workers 40.5

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security14.8
Health, Wellness, & Safety11.5
Career Development6.4
Engagement & Satisfaction5.7

Community 22.7

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion7.7
Economic Impact10.0
Civic Engagement & Giving0.8
Supply Chain Management0.7

Environment 4.4

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management1.4
Air & Climate0.0
Water0.0
Land & Life1.0

Customers 60.3

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship3.4
+ Portfolio Reporting5.2
+ Targeted for Investment18.6
+ Leadership & Outreach6
+ Investment Criteria21
+ Portfolio Management6

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.



Previous Overall B Impact Scores

2022 Overall B Impact Score149.6
2017 Overall B Impact Score126.8
2015 Overall B Impact Score128.1

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