How we work
with charities
Our approach
Explore your charity’s ImpactDNA™
At Tribe, we help you explore what your charity wants from its investments combining your financial requirements, constraints and attitudes with your charity’s values. It’s about how your portfolio can provide you financial security as well as shape society and the environment for the better. We call this your
ImpactDNA™
Your ImpactDNA™ is expressed through the
UN Sustainable Development Goals (UN SDGs)
ImpactDNA™
2. Choose a purposeful portfolio
Your
ImpactDNA™
Our approach is built around understanding the market and understanding you. We combine a rigorous analysis of the market and the opportunities — via our twin lens — 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; 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.
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 investments are having a positive effect in the areas that matter to your charity. Some of the impact areas we report on include:
CARBON INTENSITY
RENEWABLE ENERGY
WASTE RECYCLED
FINANCIAL SERVICES
GENDER REPRESENTATION
NET JOBS CREATED
SDG ALIGNMENT
HEALTH & WELL-BEING
Since 2019, we have only held investments that set out to create a meaningful positive environmental and/or social return. This combination of both investments and grants doing good helps us achieve total portfolio impact.
Rennie hoare, hoares bank
Join the Tribe
Start realising the potential of your wealth by speaking to a member of our charities team today.
