January 3, 2012 Financial Advisor Green | Ellie Winninghoff
Green Dividends

Ultimately, it’s the collaboration between the investor and the investment that generates mutual success. This kind of investing fills the gap that banks are leaving wide open, diversifies clients’ portfolios and, in these cases, generates a positive social and ecological impact linked to financial success.

Debate: Resolved that When Companies Expend Resources on Corporate Responsibility and Sustainability, They Destroy Economic Value

Audience pre-debate poll
Before the debaters took the stage for the COMMIT!Forum Oxford style debate on the resolution above, the moderator polled the audience to see their opinion on the resolution. After the debate, the audience was polled again to see if anyone had changed their mind.

Click here to watch the 68 minute Oxford-style debate. (FREE signup required; password received in e-mail.)

Photo Credit: Kevin Ng @bennuworld

	The HIP Investor: Make Bigger Profits by Building a Better World by R. Paul Herman
	Business Book Bestseller List HIP Book Debuts at #14 for April 2010 Click Here to Order Your HIP Book Today.

First there were the “Profiteers,” investors who sought to make money regardless of the cost to society. Then came the “Do-Gooders,” investors who avoided “bad” companies and supported “good” ones, based on philosophy over financials. Now this book introduces a brand new breed of investor: “The HIP Investor.”

Written for those who want to profit handsomely while also building a better world, it will help you discover companies that are boosting the bottom line by solving key human needs through innovative products and services-benefiting customers, engaging employees, and delivering sustainable, profitable growth for their investors. That’s the Human Impact + Profit, or HIP, approach.

In The HIP Investor, R. Paul Herman– creator of the HIP methodology–introduces a revolutionary system that allows investors to profit and make a positive impact. It values measurable results over policies and philosophies, and shows how higher-performing companies can deliver both human impact and profit for shareholders. This book

• Provides a compelling, easy to use “investor tool-kit” so you can quickly “HIP” your portfolio.
• Reveals the three questions you should ask when looking for a company to invest in
• Illustrates how world problems can be solved for profit by companies and investors making informed decisions

You can make money while making a difference, and “The HIP Investor” is here to show you how.

Measure: What’s My Portfolio’s Impact?
Evaluate: Which Impact Investments Fit My Portfolio?
Allocate: How Can I Invest My Portfolio for More Impact?

Impact Investors should answer these questions by developing:

• Investment Policy Statement (sample):  Add impact goals alongside risk, return, income & liquidity
• Impact Scoring:  How sustainable is your corpus or endowment? How HIP Is it?
• New Investment Evaluation: Integrate impact into your due diligence – and decision making

The HIP Scorecards and the HIP Portfolios can offer solutions to these, and HIP is the first RIA, that we know of, to include Impact in their investment policy statements.

With Impact Scores (HIP Scores) and Impact Focused Portfolios (HIP Portfolios) your portfolio can seek more Impact and Profit.  Find out more here.

• IMPACT INVESTING: Upgrade 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.

Can you make bigger profits and build a better world? In the 21st century, integrating sustainability—and quantifying its value to business and society—can enhance shareholder returns and reduce volatility in portfolios (which was not the case in 20th century socially responsible investing).

From entrepreneurial founders and CEOs to thought leaders and academics, a run through this editorial package offers superb examples of how to design and measure the shift towards a more sustainable brand and enterprise – and discover hidden sources of potential revenue, profit and shareholder value. 

Read the entire series here and share your feedback or insights on any of the articles you find by commenting here and by continuing to use the hashtag #newmetrics on Twitter and across all social media platforms.

What is your organization’s most important asset? CEOs often respond that the organization’s people are its greatest asset. But if this is true, where are people accounted for in the financial statements? Today, people are generally classified as expenses on the income statement and liabilities on the balance sheet — not as an investable asset. Thus, when CEOs seek to increase profit, they cut costs — like people — rather than investing in assets — like people — that can appreciate. (Co-authored with Tom Bowmer of HIP Investor Inc.)

The QCRD Global Sustainability 100 Portfolio is based on the NASDAQ OMX index, and is an equal-weighted portfolio of mega-, large- and mid-cap firms that are leaders in reporting and results of environmental, social and governance metrics, based on CRD Analytics SmartView 360.   For the first time, via HIP Investor, you can add this managed account to your portfolio.

CLICK HERE TO FIND OUT MORE – and how you can invest in this portfolio

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…and also …

The Original HIP 100 PORTFOLIO:
A Substitute for Your S&P 100 Allocation

PERFORMANCE of the HIP 100 Portfolio  (Net of Fees)
Figures are cumulative, not-annualized and unaudited