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Tribe Impact Capital LLP

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、ならびに、ESG 要因および実体経済の影響をどのように考慮に入れているのかについて説明して下さい。

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

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。

As above

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.3. 組織の投資原則および全体の投資戦略が公表されているかどうかについて明示して下さい。

02.4. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

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)