Sonen Capital has updated their Evolution of an Impact Portfolio report. First published in 2013 in collaboration with KL Felicitas Foundation, the report tracks the financial and impact results of KLF’s Return-Based Impact Portfolio. The thought leadership piece now includes 9 years of returns for the now 100% impact portfolio.
As investment managers pioneer alternative investment vehicles to achieve financial return and social impact, they lack historical and directly comparative data. Yet, to attract investors, they must provide reporting on outcomes and expectations.
Sonen offers their analysis of KLF’s Return-Based Impact Portfolio performance as a case study to help the impact investing area gain momentum. The report measures performance across asset classes and finds that they are competitive with and, in some cases, outperform traditional benchmarks, as well as achieving their impact goals.