Impact investing focus Sonen Capital positions as an independent impact investment OCIO and advisory firm serving families, foundations, endowments and institutions, delivering financial returns alongside measurable social and environmental impact. This creates opportunities to upsell integrated impact-aligned portfolio solutions and OCIO services to mission-driven clients.

Growth & leadership Recent leadership moves, including promoting a new Head of Research and appointment of a CFO, indicate scale-up and enhanced governance. This combination can be leveraged to engage strategic accounts with expanded research capabilities and stronger financial controls for institutional clients seeking robust analytics and oversight.

Strategic backing Macquarie Asset Management’s minority investment signals credibility and potential co-investment avenues. This opens doors for joint marketing, co-management opportunities, and larger-scale mandates for clients seeking diversified capital with reputable backing.

Awards & recognition ThinkAdvisor LUMINARIES award in Thought Leadership & Education underscores expertise in ESG and impact education. Use this to differentiate proposals and win mandates from clients prioritizing thought leadership, governance, and credible impact measurement.

Asset and client fit The firm serves high-conviction impact portfolios across asset classes for families, foundations, endowments and institutions. A sales approach can target mid-size endowments and family offices seeking bespoke, comprehensive impact portfolios and OCIO services with measurable outcomes.