How we work
with charities
Our approach
Explore your charity’s ImpactDNA™
At Tribe, we help you explore what your charity wants from its investments combining your financial requirements, constraints and attitudes with your charity’s values. It’s about how your portfolio can provide you financial security as well as shape society and the environment for the better. We call this your ImpactDNA™ and it’s unique to your charity.
Your ImpactDNA™ is expressed through the UN Sustainable Development Goals (SDGs). To help translate the SDGs and interpret your ImpactDNA™ we have aggregated them into our four Impact Themes.
2. Build a purposeful portfolio
Your ImpactDNA™ is the foundation of your portfolio – one that can pay back to your charity, society and the environment – investments that do well and do good.
Our investment process is built around the people who invest with us. We combine a rigorous understanding of the market — both investment and impact analysis — with a thorough discovery of what matters to you. These are the building blocks of your portfolio.
Every investment we make on your behalf is assessed for both financial and impact credentials. We don’t just employ negative screens, every investment opportunity is assessed through our investment lens and our impact lens.
3. Tell your impact story
Through our impact performance reporting, you can understand how your Tribe portfolio is performing. Not just the financial performance, but also the social and environmental impacts, giving you the confidence that your investments are having a positive effect in the areas that matter to your charity. Some of the impact areas we report on include:
CARBON INTENSITY
RENEWABLE ENERGY
WASTE RECYCLED
FINANCIAL SERVICES
FEMALE CEO/CFO
NET JOBS CREATED
Since 2019, we have only held investments that set out to create a meaningful positive environmental and/or social return. This combination of both investments and grants doing good helps us achieve total portfolio impact.
Rennie hoare, hoares bank
Join the Tribe
Start realising the potential of your wealth by speaking to a member of our charities team today.
