Welcome to Itriom
Marketplace

Investing with real purpose

Welcome to Itriom
Marketplace

Investing with real purpose

Our marketplace sets out potential investment opportunities that will produce targeted and impactful environmental, social and sustainable change.

The Marketplace Solution

Our Itriom marketplace takes the core goals of the sustainability strategy as developed as part of the charter and matches them to specific and relevant impact investment opportunities.

It’s the starting point for a lasting, meaningful and measurable impact and legacy of which future family generations can be proud.

Values-led

Our values-led approach provide a 
family-specific focus to impact-investment

SDG specific

Family values are matched to specific and targeted SDG's to ensure that opportunities 
are relevant

Evidence based performance

We access relevant data to track performance

Impact reporting

We ensure accurate reporting via our platform's family specific dashboards

“We are delighted to partner with Envestors to provide a seamless marketplace for targeted and meaningful impact investment which aligns with the families’ charter and goals. Through our dashboards we will also ensure accurate reporting of these investments to demonstrate the measurable, tangible, sustainable and positive change”

Matthew Millard-Beer

Chief Executive | Itriom

“We are delighted to partner with Envestors to provide a seamless marketplace for targeted and meaningful impact investment which aligns with the families charter and goals. Through our dashboards we will also ensure accurate reporting of these investments to demonstrate the measurable, tangible, sustainable and positive change”

Matthew Millard-Beer

Chief Executive | Itriom

Linking Family Values, Sustainable Development Goals (SDGs) and Impact Investment Opportunities – Our Process

At Itriom’s heart is our consultative process and unique digital tools which help families find clear values and a clarity of purpose across the generations.

This strategy directs impact investment and philanthropy and determines which bespoke longer-term cause-related initiatives are created.

Each strand has its own role in delivering the family purpose, respecting the values and honouring the promises of the charter with tangible, positive and identifiable change.

Measuring Positive Change – Linking Impact Investment with Data and Dashboards

Obviously, it’s crucial to ensure the family’s impact is tangible, sustainable and positive. Because that’s the only basis for a lasting and credible legacy.

With this in mind their impact investments, initiatives and philanthropic activity can be tracked based on chosen metrics. Reported on using visual dashboards to understand the positive impact of these actions.

All the visuals and data from the dashboard can be accessed and utilised in quarterly and annual reports, in family communications and externally for public affairs and discrete marketing.

Leaving a Lasting Legacy: Overview of Impact and Importance

By tackling the world’s most pressing problems through tangible, measurable and sustainable outcomes, we are creating credible and lasting legacies for the families we represent. While also helping bring the UN’s Sustainable Development Goals closer to fruition.

Our Partners