Building on research in sustainability and collaborating with leading behavioural scientists, we’ve developed a set of tools that help uncover and articulate the impact you want your charity’s investments to have.

Using these tools we’ll guide your trustees through an interactive assessment designed to help us understand where to invest your investments. Your charity’s attitudes, preferences, and financial needs are all captured in this assessment to define what we call your ImpactDNA™.

An important aspect of this is how you interpret the UN Sustainable Development Goals (SDGs). We’ve translated the SDGs into four Impact Themes, which helps us to decide where best to focus your investments.

The SDGs are the ‘north star’ of our investment framework; they’re integral to how we understand our clients values, as well as the investments we choose, and how we report on them.

UN Sustainable Development Goals (SDGs)

The United Nations Sustainable Development Goals (UN SDGs) guide our investments and allow you to identify the impact your charity’s investments are having on the world. To facilitate this we have created four Tribe Themes which we can attribute to every investment.

Build a purposeful portfolio

Your ImpactDNA™ is the foundation of your portfolio – one that can pay back to your charity, society and the environment – investments that do well and do good.

Our investment process is built around the people who invest with us. We combine a rigorous understanding of the market — both investment and impact analysis — with a thorough discovery of what matters to you. These are the building blocks of your portfolio.