FAQs for Individuals and Families

Tribe is the UK’s first dedicated impact wealth manager. 100% of Tribe’s investments are sustainable. We only run portfolios for positive, sustainable impact. While some wealth managers offer impact investing as a small part of a broader portfolio, we invest solely in businesses working for the benefit of society and the planet.

No. Every investment is assessed against investment criteria, as well as impact criteria via our “twin-lens” approach. Impact investing provides impact returns alongside financial returns. We benchmark ourselves against an industry benchmark – ARC PCI (Asset Risk Consultants Private Client Indices) and the The ‘SDG composite’ benchmark (which contains 25% iShares SDG equity index , 60% global bonds and 15% cash). 

100% of Tribe’s investments are sustainable. We only run portfolios for positive, sustainable impact. While some wealth managers offer impact investing as a small part of a broader portfolio, we invest solely in businesses working for the benefit of society and the planet. Sustainability is at the core of everything we do, from our mission as a business, to our operations, and the offering to our clients.

ESG investing looks at the operations of a company and the potential environmental, social and governance risks associated with the way they operate. Impact investing also assesses this but looks beyond to the products/services to ensure they’re working to solve major global challenges, not contributing to them. A company can have a high ESG score but its products/services may be contributing harmfully to society or the environment.

The United Nations Sustainable Development Goals (UN SDGs) are the blueprint to achieve a better and more sustainable future for all. They address the global challenges we face, such as poverty, inequality, climate change, the energy transition, peace and justice, to name a few. There are 17 interlinked SDGs (Global Goals). 

At Tribe, impact means aligning investments to the desired outcomes of the United Nations Sustainable Development Goals (UN SDGs). The SDGs address a range of social, environmental and economic challenges, and guide us in building a more sustainable future for people and planet. The SDGs are the “north star” of our investment process and help those who invest with us to identify the impact they wish to create in the world.

Tribe clients are a growing community of people who want to use their wealth to do more: to put it to work in a way that will help bring about prosperity for others, and for the planet. Tribe clients are individuals, families, family offices, charities and corporates.

Certified B Corporations, or B Corps, are companies who meet high standards of social and environmental performance, transparency and accountability. We’re a proud certified B Corp which means everything we do balances purpose and profit.

Every client has a direct relationship with a dedicated wealth manager. They provide tailored guidance and information about your invested capital’s financial and impact performance and facilitate interaction with the wider Tribe team.  

Being part of Tribe means you’ll be taking an active and informed role in the shift to a sustainable economy, investing in the right places, and engaged in a broad movement for good. You’ll receive monthly market and impact reviews, annual sustainability report and regular opinion and thought leadership on investment and impact topics. You’ll also be able to take part in our diverse events programme from informal lunch and learns to co-hosted events with our extended network. 

At Tribe, every investment is assessed for both financial performance and the ability to deliver
long term positive impact. We call this our ‘twin-lens approach’. Only investments that meet our stringent investment and impact principles and criteria make it into portfolios. All investments on our approved list have been carefully assessed for both financial returns and their impact on both society and the environment.

This isn’t just about negative screens; it doesn’t simply mean ruling out investing in companies with bad practices. Instead, our approach takes a much more detailed view of which opportunities may have
a positive impact and generate financial returns.

These due diligence processes — of investment and impact — run together in parallel to understand the merits and/or potential risks of an investment. This approach allows us to ensure that the long-term impact goals of the people who invest with us are being met alongside their financial ones.