HIP Portfolios Seek Impact + Profit Across Multiple Asset Classes
HIP offers managed accounts, advice on entire portfolios, and wealth management for investors of all types – individuals, families, institutions and foundations – who seek choices that seek Human Impact + Profit — or HIP:
The HIP & SNW Impact Rated Bond Portfolio: For Investors and advisers interested in expanding into the high impact world of municipal bonds and fixed income, this first-of-its-kind impact-rated bond portfolio, managed (and credit analysis) by SNW Asset Management and scored by HIP Investor, empowers investors to now see a quantified score of human, social and environmental impact realized by their investments. This new portfolio approach may also spur issuers of multi-million-dollar bonds toward more accountability and innovation as they seek to advance the well-being of their communities.
The HIP 100 Portfolio is a re-weighting of the S&P 100 for quantifiable sustainability according to proprietary HIP criteria and analysis. For investors and advisers applying the “new fundamentals of investing,” the HIP 100 Portfolio can complement or replace the current US based equity allocations. This managed account by HIP Investor is also available via FOLIOfn’s Model Manager Exchange as well as Schwab Institutional’s Advisor Marketplace.
The HIP Sustainable Real Estate Portfolio: For investors and advisers looking to diversify into an income generating portfolio investing in Real Estate Investment Trusts (REITs), also including natural resource, forestry, and timber companies, as categorized by Morningstar. This real estate portfolio is scored for sustainability, including results from LEED-certified properties, which can generate savings from consuming less water and reducing energy usage. We have created this HIP Sustainable Real Estate portfolio of 45 securities designed to yield about 4% annually.
The HIP Best Companies Portfolio: For investors and advisers applying the “new fundamentals of investing,” The HIP Best Companies Portfolio applies the index approach that Dr. Alex Edmans of Wharton has analyzed, which has typically exceeded the general market across previous years dating back to 1998. HIP seeks to outperform traditional investment benchmarks via this strategy, striving to achieve more positive human impact, lower risk, and increased financial returns..
The HIP Preferred Portfolio: For investors and advisers applying the “new fundamentals of investing,” The HIP Preferred Portfolio weights a basket of US-listed Preferred Stocks using a rigorous, data-driven analysis of quantifiable human, social and environmental results. HIP Portfolios seek to outperform traditional investment benchmarks via this strategy, striving to achieve more positive human impact, lower risk, and increased financial returns.
Please read the Disclosures and Disclaimers at the bottom of this page.
** CONTACT HIP TODAY: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***
The HIP 100 and S&P 100 results include reinvested dividends or interest, and results are net-of-fees as a client would have paid to HIP on a quarterly basis in advance for advisory fees and brokerage costs. During the period for which model results are shown, HIP has maintained the same investment strategies and advisory services as those that HIP offers to clients. There is potential for loss as well as for profits. It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of the securities in the portfolio. The S&P index is shown as a general market indicator and is not available for direct investment. Tax consequences have not been considered. Investments are managed by HIP Investor Inc as the investment adviser via separately managed accounts at FOLIOfn or at Charles Schwab Institutional. This is not an offer of securities.
Past performance is not indicative of future results.
*** CONTACT HIP TODAY: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***