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’. All investments that come into that investment universe have been carefully assessed for both financial returns and their impact on both society and the environment.
This isn’t just about negative screening; 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. These two due diligence processes — of investment and impact — run in parallel, with each team having a say over whether an investment is approved. While their processes are separate, the teams work closely together to understand the merits and/or potential risks of an investment. This means an investment can be rejected if there is evidence of strong financial returns but fails to meet our stringent impact criteria, and vice versa. Having these high minimum requirements ensures the investments we select for our portfolios hold the appropriate levels of
Meeting today’s needs without compromising the ability of future generations to meet their needs, by working towards the attainment of the UN SDGs.
. This approach allows us to ensure that the long-term impact goals of the people who invest with us are being met alongside their financial ones.
The investment process starts with the global macroeconomic analysis which is used to frame our strategic asset allocation. Once this is established we look at our universe of existing investments and incorporate those we believe can improve the risk or return of our portfolios. When sourcing new investments, we look for opportunities that enhance the offering of our existing investment universe; offering more value, being cheaper or being more innovative. They could also provide access to a new asset class, geography, or sector that we believe will outperform existing investments in the medium term.
The investment team also considers whether the investment is attractively valued and whether it offers an acceptable level of risk. In order to reduce
A statistical measure of the dispersion of returns for a given investment. This is used by investors as a standard measurement of risk i.e. generally higher volatility is viewed as higher risk.
Our impact lens analyses each investment opportunity against the UN Sustainable Development Goals (
UN Sustainable Development Goals (UN SDGs)
The Sustainable Development Goals (SDGs), also known as the Global Goals, were adopted by the United Nations in 2015 as a universal call to action to end poverty, protect the planet, and ensure that by 2030 all people enjoy peace and prosperity. There are 17 goals.
Tribe's proprietary framework and process that identifies impact. It considers a business' "Additionality", "Materiality" and "Intentionality" (AMI) and is used to understand the potential depth and scale of impact a business can deliver.
’ (AMI). It helps us understand the potential depth and scale of impact a business can deliver.
We then look at three levels of likely impact for
Pooled securities or pooled funds — also known as collective investment schemes — are a way of putting sums of money from many people into a large fund spread across multiple investments and managed by professionals.
Companies who demonstrate strong ESG performance and with no major controversies (e.g. bribery or child labour) but which don’t necessarily aim to tackle sustainability through their products and services.
’ impacts and relate to the ability of a company to deliver the targets that support the SDGs.
Investing in a purposeful portfolio
Choose a SIMPS portfolio that gives your clients financial, social and environmental returns. The SIMPS portfolios are aligned to the UN SDGs, allowing your clients to identify the impact they’re creating in the world.
Part of the solution
Through our impact performance reporting, your clients can understand how their Tribe portfolio is performing. Not just the financial performance, but also the social and environmental impacts, giving them the confidence that their investments are having a positive effect in the areas that matter to them. Some of the impact areas we report on include:
Impact investing has deepened the relationship we’re able to have with our clients. It’s been the catalyst to open up conversations about what our clients really value and believe in when it comes to their money. Helping our clients align their wealth to what they care about has been instrumental in the growth of our business.
Mark Armstrong, founder, bluesphere wealth
The value of any investments and the income from them can go up or down so you may get back less than your initial investment.