CPD Series for advisers
This impact investing series will provide you with information that will enable you to understand more about impact investing and our Sustainable Impact Model Portfolio Service (SIMPS).
We cover a range of topics in this series including what impact investing is and how it differs from other types of investing, our SIMPS asset allocation and fund selection, our SIMPS performance, how we measure impact, as well some impact stories. 1
Our five, 12 minute videos below will provide you with one hour of structured learning Continuing Professional Development (CPD), which is RDR eligible. 2
If you have any questions or topics you would like addressed in future sessions please email them to advisers@staging.tribeimpactcapital.com.
The following training materials have been designed for the sole use of Financial Advisers as part of our SIMPS CPD series.
What is impact investing?
We start the series by defining what impact investing is. What it means to invest with impact and how impact investing differs from other types of investing like ESG, ethical and traditional.
Asset allocation & fund selection
In the second video of the series we delve into Tribe’s investment approach, the SIMPS portfolios asset allocation and why we would approve or fail a fund.
How do impact portfolios perform?
In this video we focus on performance. Tribe’s twin-lens investment approach, how we address volatility and risk, our impact methodology, along with some examples of the types of sectors and industries the SIMPS portfolios invest in.
Defining impact
In this video we look into our impact lens, the north star of our investment framework. We explore the UN SDGs, how we define impact and impact measurement and reporting.
Impact stories
We finish the series with some stories from the SIMPS portfolios, the UN SDGs the portfolios address and the impact performance of the SIMPS portfolios.
Register for assessment
To confirm your one hour of structured CPD, please fill out the registration form and take the short assessment quiz by clicking the button below. Once complete, your certificate will be emailed to you.
Footnotes
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Any companies we talk about in our impact stories are held in one of the funds which make up the SIMPS. Where we have an allocation to alternatives we only include regulated funds, which have daily liquidity and can be marketed to retail clients who are investing in the SIMPS. The target market for SIMPS: financial advisers providing advice services to retail clients who want to access sustainable investments.Scroll to footnote
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RDR eligibility is determined by each firm, in line with their training requirements and relevance to an individual’s role at the firm.Scroll to footnote