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We Help You Seek Both Profit + Impact

HIP Investor Inc. is an investment adviser and portfolio management firm that provides institutions, individuals, families, foundations – and their advisers – with: 

  • IMPACT INVESTINGUpgrade your portfolio to make a positive impact on the world.
  • HIP RATINGS: Learn how much positive impact each of your portfolio holdings creates.
  • HIP PORTFOLIOS:  Invest for impact in these funds designed to deliver both impact and profit.
  • HIP CONSULTING:  Dial up your corporate pursuit of profit with positive human impact.

 

Screen Shot 2014-06-11 at 9.47.35 PMNew Evidence: How High Impact Portfolios Can Outperform Traditional Portfolios

New quantitative evidence reveals a diversified portfolio, driven by smart data, and rated for future risk, can deliver stronger returns with lower risk and positive impact.

Download the whitepaper summary authored by HIP.


 

IN THE PRESS

New-York-Times-Logo

“Investing to Make a Difference Is Gaining Ground”

by Paul Sullivan, (September 6, 2014), New York Times – Asset Allocation

HIP Investor Ratings LLC and HIP Investor Inc is featured in the New York Times column on Asset Allocation, profiling impact investing across all types of investors.

Excerpt:

“Interest in impact investing, which has been around for more than a decade, is growing and changing. According to the Forum for Sustainable and Responsible Investment, some $3.74 trillion, or 11 percent, of total United States assets under management were placed in sustainable investments in 2012. This was a fivefold increase from 1995.

R. Paul Herman, chief executive of HIP Investor Ratings and president of HIP Investor, said his firm recently began assessing 401(k) plans for their sustainability ratings. He said having rated 4,500 companies and 4,000 municipal bond issues, the firm was able to assess the underlying assets owned by the plans.

These ratings are “a way to have the broadest definition of impact that is meaningful to you,” he said. “Every investment has a sustainability or impact profile.”

While the companies and municipal bond issues are rated for obvious metrics, like carbon usage and water efficiency, they are also screened for criteria like employee turnover, chief executive pay, board diversity and legal issues. “

Read the full article here.

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Resilient Portfolios &  Fossil-Free Pensions

 

 

May 31, 2013 350.org & Go Fossil-Free 
HIP Investor
Resilient Portfolios & Fossil-Free Pensions

This paper highlights compelling evidence that fossil-fuel divestment is not only a moral responsibility, but a feasible and prudent way to address this portfolio risk. The paper also provides a set of fossil-free investing choices that can deliver solid returns, as well as help address the climate crisis, advance clean energy development, and increase the health and wellness of communities.

Read the full report.

Fixed-Income Solution For Impact Investing

FA-mag
August 23, 2013  FA Magazine | Jerilyn Klein Bier


Fixed-Income Solution For Impact Investing

But everything clicked when a mutual client introduced SNW Asset Management to HIP Investor Inc., a San Francisco-based firm that rates more than 4,000 companies globally for impact and advises on more than $120 million in assets. Initially, the firms partnered to rate 200 municipal bond issuers. That number has grown to 500 and keeps expanding. In early 2013, they began offering custom impact-rated bond portfolios.

Read the full report.