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Impact investor targets change it wants to see with model portfolios

Impact investor targets change it wants to see with model portfolios

Ethical wealth management firm Tribe Impact Capital has launched a model portfolio to open up its services to outside investors.

Previously, Tribe Impact Capital’s investment strategy was only available to individual private clients and not as a unitised product.

The new ‘Sustainable Impact’ proposition will comprise a model portfolio with a medium risk rating which will mirror the same impact investing philosophy as the firm’s bespoke private client offering.

James Lawson, co-founder of Tribe Impact Capital and a former Wealth Manager cover star, said: ‘We are looking for managers whose philosophy aligns with ours – well-run businesses, solving major global challenges.

‘These managers exist, across asset classes and regions, and we’re excited that more are coming to the market too.’

Lawson (pictured), added that the fund would use the 17 United Nations’ Sustainable Development Goals as a framework for its investable universe.

The annual management charge for the portfolio will be 25 basis points. 

Lawson told Wealth Manager the firm runs six risk models but believes that given the ethical nature of the funds, the medium risk model will be the one with the most appeal to outside investors.

The launch of the service marks a year since Tribe Impact Capital gained its authorisation, after having graduated from the FCA’s Innovation Hub.

Co-founders Lawson, Harry Catchpole, Lizzie Scott, and Amy Clarke (pictured) launched the firm in partnership with LGT Vestra.

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