Tribe portfolio reporting
The impact your wealth could be making
It’s important that you can see the impact of the investments we make on behalf of our clients.
Real progress on sustainabilitySustainabilityMeeting today’s needs without compromising the ability of future generations to meet their needs, by working towards the attainment of the UN SDGs. read more relies on outcome-driven measurement and transparent reporting.
Explore a selection of our reporting metrics
This reporting shows the positive impacts made by the underlying businesses and institutions we’ve invested in over 12 months.
The data relates specifically to the capital invested into our portfolios (97% of Tribe AuM).
Some of our impact areas
Low carbon economy
Equality and inclusion
Circular economy
Healthcare and well-being
Nature and biodiversity
Education and life-long learning
Low carbon economy
Investing in clean energy solutions is vital for accelerating the transition to a low-carbon economy, reducing our reliance on fossil fuels, and building a more resilient, sustainable future for both people and planet.
Equality and inclusion
Investing in inclusion – particularly in expanding access for women and supporting women as decision makers – drives more equitable outcomes, fosters innovation, and strengthens social and economic resilience.
Circular economy
Investing in solutions that support a circular economy helps reduce environmental harm, conserve resources and create regenerative systems that support a more sustainable and efficient economy.
Nature and biodiversity
Investing in companies whose revenues support environmental action can help protect and restore vital ecosystems, support climate resilience, and ensure the health of the natural systems we all depend on.
Education and life-long learning
Investing in services that support access to quality education and life-long learning empowers people with knowledge and tools that can improve their lives, unlocks economic opportunities and makes communities more inclusive and resilient.
Footnotes
- 1
Based on 35% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data. Based on the USEPA carbon calculator.
- 2
Based on 69% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data.
- 3
Based on the US Environmental Protection Agency carbon calculator and climatecare.org flight calculator.
- 4
Our temperature score is as at 31/03/2025. Our temperature score covered 75% of the portfolio in 2020, and 70% as of 2025.
- 5
Our carbon intensity covered 88% of total AUM in 2021, 54% in 2022, 57% in 2023, 77% in 2024, and 67% in 2025. Coverage fluctuates based on the availability of data and company-level reporting as well as our strategic asset allocation.
- 6
Based on 0.13% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data.
- 7
Based on 67% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data.
- 8
Based on 8.2% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data.
- 9
Based on 8.2% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data.
- 10
Based on 88% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data.
- 11
Based on 88% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data.
- 12
Based on 1% of Tribe’s total AUM as at 31/03/2025. Coverage fluctuates based on company level reporting and availability of data.
Our investment methodology
Our reporting is as rigorous as the rest of our approach to investing. Using our proven ‘twin-lens’ methodology, we carefully assess and analyse every investment for its financial and impact outlook, using best-in-class data.