Our approach
How does it work?
1. Discover your ImpactDNA™
At Tribe, we help you to define what you want from your wealth combining your financial requirements, constraints and attitudes with your values. It’s about how your wealth 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 you.
Your ImpactDNA™ is expressed through the UN Sustainable Development Goals (SDGs). To help translate the SDGs and interpret your ImpactDNA™ we’ve 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 you, 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 wealth is having a positive effect in the areas that matter to you. Some of the impact areas we report on include:
CARBON INTENSITY
RENEWABLE ENERGY
WASTE RECYCLED
FINANCIAL SERVICES
FEMALE CEO/CFO
NET JOBS CREATED
“Tribe has made a real impact not just on our team, but our business too as part of our wider ESG strategy – promoting a universally virtuous investment circle.”
matthew riley, director & chief operating officer, THe texel group
Join the Tribe
Start realising the potential of your wealth by speaking to one of our wealth managers today.
