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Tribe Impact Capital LLP

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

We actively invest according to the principles and the definitions of sustainable dedvelopment set out by the UN Sustainable Development Goals. As a result we are looking for investment opportunities that help us deliver sustainable and equitable growth within the planetary boundaries that have been set. This includes the key tenets of the Paris Climate Accord.

The SDGs form the basis of all of the due diligence we do on product in the marketplace. We have developed our AMI process to enable us to do this https://www.tribeimpactcapital.com/our-services/

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

As above


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

We have a dual approach to investments decisions within Tribe supported by an Investment Committee and an Impact Committee. Both must be in agreement before any 'product' is approved in our universe and both have the right of veto over the other. This approach manages internal conflicts, non client specific. 

Additionally, given what we do (impact wealth management using the UNSDGs) and how we promote/explain that we don't often have conflicts arising from an impact point of view (what we do is wonderfully self selecting when it comes to clients). However, on a case by case basis when clients may want to bring assets over in specie that may conflict with our mission to be impact wealth managers we will engage with the client to understand why that asset is being held, assess appetite and opportunities for divestment and then decide whether to take that asset under Tribe management. The same principle applies for investment (financial) decisions. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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