Evolution of an Impact Portfolio

Evolution of an Impact Portfolio

From Implementation to Results

Sonen Capital, KL Felicitas Foundation
Impact Investing Impact Measurement
Dec 2015

This is a performance report by the KL Felicitas Foundation which tracks the development of their impact investing portfolio since 2006. The KL Felicitas Foundation decided to move towards 100% impact in 2006 from their original 2%, and since then they have made significant impact as well as financial returns. They use sustainable equity strategies to select investment opportunities which best generate sustainable impact while not sacrificing financial returns. This report primarily focuses on the financial aspects of the foundation’s portfolio throughout their growth to 100% impact. 

Return to Index

Performance Update