Jim Sorenson Published Book on Impact Investing

The Utah investor outlines a strategy to shift portfolios toward mission-driven returns.

Updated on Sept. 23, 2026 in Investing

A brass compass on a sandstone ledge overlooking a high-desert canyon in Utah. — Investor Jim Sorenson explores the intersection of social objectives and private capital in his newly released book, The Impact Capitalist. AI Illustration. Upload story photo >

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Jim Sorenson has released a book titled The Impact Capitalist, detailing his philosophy on directing private capital toward social objectives. The 76-year-old investor currently oversees the Sorenson Impact Foundation.

Why it matters

The book captures reflections for the next generation of investors looking to align their financial portfolios with mission-related goals. This approach aims to influence how private wealth can address systemic issues like homeownership access.

The Sorenson Impact Foundation manages a $157 million endowment, fully allocated to mission-related investments. Locally, the Utah Dream Fund program supports homebuyers with an average age of 27, significantly younger than the national average of 40.

The players

Jim Sorenson

A 76-year-old investor and author who formerly led Sorenson Communications and now focuses on impact capital.

Sorenson Impact Foundation

An organization managing a $157 million endowment dedicated to funding mission-related investments.

Redemption Bank

A financial institution that recently received a $1 million program-related investment to support its operations.

The details

Sorenson's approach involves moving capital into vehicles like the Utah Dream Fund, which supports home mortgages, and Redemption Bank, which received a $1 million program-related investment. His organization also recently expanded assets under management by integrating talent and clients from Align Impact. These moves reflect a broader strategy to prioritize measurable social outcomes alongside traditional investment metrics.

2005: Jim Sorenson sold Sorenson Communications.
October 2026: The SOCAP conference gathers in Chicago.

Money Landscape

Sorenson's focus on shifting capital structures aligns with his support for the American Ownership and Resilience Act, which aims to broaden employee equity participation. This reflects a wider movement to integrate social policy objectives into private investment portfolios.

Investors interested in mission-driven strategies may review how the foundation's model of full-endowment allocation influences long-term asset management choices. Consult with a qualified financial professional to determine if impact investing aligns with your personal risk tolerance and liquidity needs.

The takeaway

The transition toward 100% mission-related investment marks a significant shift for the foundation's capital strategy. Interested readers should track the upcoming SOCAP conference in October 2026 for further developments in the impact sector.