At Tribe, every investment is assessed for both financial performance and the ability to deliver long term positive impact.


We call this our ‘ 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.

Twin lens diagram for tribe impact

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.

Investment lens

When evaluating each security, we focus on a set of core financial indicators that signal strength, resilience, and long-term potential. These help us understand how well a company is run, how effectively it allocates capital, and whether it can sustain growth over time.

Impact lens

At Tribe, impact means aligning investments to the desired outcomes of the (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. A key part of our investment process is understanding how our clients interpret the SDGs. This helps us understand their impact priorities and the change they want to see in the world.

Investing in a purposeful portfolio

Choose a SIMPS portfolio that gives your clients financial, social and environmental returns. The SIMPS portfolios are aligned to the UN SDGs, allowing your clients to identify the impact they’re creating in the world.

Part of the solution

Through our impact performance reporting, your clients can understand how their Tribe portfolio is performing. Not just the financial performance, but also the social and environmental impacts, giving them the confidence that their investments are having a positive effect in the areas that matter to them. Some of the impact areas we report on include:

CARBON INTENSITY

RENEWABLE ENERGY

WASTE RECYCLED

FINANCIAL SERVICES

GENDER REPRESENTATION

NET JOBS CREATED

HEALTH & WELL-BEING

SDG ALIGNMENT