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Sustainable World Direct

A more direct and diversified approach to sustainable investing

For your clients with £500,000 or more to invest, we work alongside you to manage a diversified sustainable portfolio. We invest across a broad range of asset classes, sectors, geographies and impact themes to support the investment objectives and sustainability preferences you identify through your advice process.

Sustainable World Direct is designed for your clients who want more than a model portfolio service, but don’t require a fully bespoke solution.

We actively manage your client’s investments, while you remain responsible for assessing suitability, providing financial advice and overseeing how the portfolio supports their wider financial plan.

how we work with you

Direct sustainable portfolio management, built around your advice.

Our Sustainable World Direct service offers a diversified, impact-led investment solution that aligns with your clients’ financial goals, risk profile and sustainability preferences. This is all delivered through an ongoing partnership with our team dedicated to adviser support.

Adviser support, end-to-end

Our dedicated team works alongside you from your early client proposals to ad hoc questions, through to formal annual portfolio reviews. We provide the expertise and resources to support your client conversations at every stage of the relationship. Together, we help you deliver a more engaging and meaningful sustainable investment experience.

Diversified sustainable portfolios

Built using a broad investment universe, your clients’ portfolios are diversified across asset classes, sectors, geographies and impact themes to support long-term financial returns and positive impact. The portfolio is also aligned to your clients’ sustainability preferences, which are uncovered using our interactive sustainability questionnaire. SWD is available in three risk levels, and in GIA, ISA, and SIPPs wrappers.

Enhanced impact and investment reporting

Through quarterly valuations, annual review packs, and access to our client portal and app, MyTribe, you and your client receive clear, transparent reporting that shows both financial performance and the positive environmental and social outcomes their investments are helping to support.

Key features

Available in 3 risk levels

Quarterly rebalancing

Supporting materials for your proposals and annual reviews

Annual tax packs

Assets held with our custodian platform, Multrees

Streamlined account opening

GIAs, ISAs and SIPPs wrappers available

Broad asset class exposure

Meet the team

Get to know our team who work with our financial adviser partners.

Our people

Christopher Toy

Head of Adviser Distribution

Callum Quinn

Sales & Client Relationship Manager

Maximillian Parylo

Sales and Client Relationship Associate

Find the answer to common questions about SWD

How do you work with financial advisers on Sustainable World Direct portfolios?

For your clients with £500,000 or more to invest, we work alongside you to manage a diversified, sustainable portfolio in line with the investment mandate, risk profile, financial objectives and sustainability preferences of your client.

This is a collaborative partnership designed to support you with access to our impact investment specialists, transparent investment and impact reporting, and educational resources. Our aim is to strengthen the service you provide, helping your clients invest their capital in a way that’s both impact- and performance-driven.

What’s the minimum investment for this service?

For Sustainable World Direct, your client must have a minimum of £500,000 to invest. If your client has less than this, they can still access Tribe portfolios through our Sustainable Impact Model Portfolio Service (SIMPS). For clients with £3 million or more to invest, who have more specific investment objectives and impact ambitions, our Bespoke Wealth Management service offers a tailored portfolio and a more personalised investment and service experience.

Why work with Tribe – beyond the investment portfolios?

As an adviser working with Tribe, we’ll help you engage and educate your clients throughout their investment journey. You’ll have a dedicated relationship with our team, backed by our impact investment specialists, giving you the support, tools, insights and confidence to make sustainable investing both meaningful and straightforward for you and your clients.

Here’s what you can expect:

An interactive sustainability questionnaire to help with suitability conversations and uncover the causes your client cares about most
Supporting proposal materials to help guide your initial conversations with your client
Monthly market reviews, with insights drawn directly from your clients’ portfolios
Quarterly updates from our Chief Impact Investment Officer and the wider Impact Investment Team
Quarterly investment and impact reporting to add to your ongoing client conversations
An annual review pack to help communicate portfolio performance and sustainability outcomes
Regular thought leadership covering market trends, sustainability developments and impact themes
Access to MyTribe, our online portal and app, where you and your clients can securely view valuations, documents and portfolio information
Access to our investment and impact specialists to support adviser-led client meetings where appropriate, including investment proposal and portfolio review meetings

Together, these resources help strengthen the service you provide, making it easier to demonstrate both how your clients’ portfolios are performing and the positive change their investments are helping to support.

How will we see the impact of my client’s investments?

Each quarter, you’ll receive a formal valuation report showing both the financial and impact performance of your client’s portfolio, helping you demonstrate how their assets are contributing to the issues that matter most to them.

You’ll also have access to MyTribe, our secure online portal and app, where you and your client can view portfolio holdings, valuations, reporting and key documents in one place.

Once a year, we provide materials to help with your annual reviews, giving a deeper look at your client’s SWD portfolio, including its financial performance and the positive impact their investments are working to achieve.

Our annual Sustainability Report also shows how your client’s assets contribute to Tribe’s wider impact, highlighting the environmental and social progress we’re making together across all assets under management.

What type of investments could be in my client’s portfolios?

Your client’s portfolio is aligned to their agreed risk profile and investment objectives, diversified across a range of asset classes, sectors, geographies and impact themes.

On their behalf, we invest in a broad range of investments, including direct equities, exchange traded funds (ETFs), investment trusts, gilts and carefully selected third-party funds. Each investment is chosen for its potential to deliver long-term financial returns while contributing to positive environmental and social outcomes.

Their portfolio might include:

A wildlife conservation bond helping to protect endangered black rhino populations while supporting local communities in South Africa.
An equity investment in climate infrastructure, such as advanced drainage systems reducing flood risk in US cities.
A microfinance fund supporting small-scale entrepreneurs in emerging economies to help lift themselves out of poverty.

These are just a few examples. Every investment is carefully selected through our twin-lens approach, considering both its financial merit and the positive contribution it can make to creating a more sustainable world.

How do I know which Tribe service is right for my client?

We offer three sustainable investment solutions to meet different client needs, depending on the size of their portfolio, the level of personalisation they’re looking for, and the service they require.

Sustainable Impact Model Portfolio Service (SIMPS) is designed for clients looking for a straightforward way to invest sustainably. With no minimum investment (subject to platform minimums), it offers six risk-rated model portfolios available across a wide range of platforms and wrappers.

Sustainable World Direct (SWD) is designed for clients investing £500,000 or more who want a more direct and diversified sustainable investment experience. Their portfolios are built using a broader investment universe, including direct equities, ETFs, investment trusts, gilts and third-party funds, and come with enhanced investment and impact reporting, while you remain at the centre of the client relationship.

Bespoke Wealth Management is designed for clients investing £3 million or more who have more complex investment needs or specific impact ambitions. We work alongside you to build a tailored portfolio aligned with your client’s financial objectives and sustainability priorities, supported by a highly personalised impact investment management experience.

Subject to FCA approval, we have a multi-asset fund launching soon; more details to come.

If you’re unsure which solution is most appropriate, our Adviser Team would be happy to discuss your client’s needs and help you understand the features of each service so you can determine what may be suitable for your client.

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Find out more

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or call us on +44 203 745 5570

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Sustainable World Direct

A more direct and diversified approach to sustainable investing

Direct sustainable portfolio management, built around your advice.

Adviser support, end-to-end

Diversified sustainable portfolios

Enhanced impact and investment reporting

Key features

Meet the team

Find the answer to common questions about SWD

Find out more

Important Information

Important information

Important information

Important information

Important information

Important information

Purpose and Scope

Regulatory Status

Relationship

Intended Audience

Risk Warning

Information