Our approach
How does it work?
1. Discover your ImpactDNA™
At Tribe, we help you to define what you want from your wealth combining your financial requirements, constraints and attitudes with your values. It’s about how your wealth 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)
2. Choose a purposeful portfolio
Your ImpactDNA™ is the foundation of your portfolio – one that can pay back to you, society and the environment – investments that do well and do good.
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
Every investment we make on your behalf is assessed against both financial and impact criteria. 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 wealth is having a positive effect in the areas that matter to you. 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
“Tribe has made a real impact not just on our team, but our business too as part of our wider ESG strategy – promoting a universally virtuous investment circle.”
matthew riley, director & chief operating officer, THe texel group
Join the Tribe
Start realising the potential of your wealth by speaking to one of our wealth managers today.
