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.
The QCRD Global Sustainability 100 Index seeks to deliver the potential for higher returns and net positive eco, social and governance results. The QCRD 100 portfolio since its inception has outperformed the S&P Global 100, as of 3/31/2011. Additional disclosures and assumptions are listed below; performance is shown in the attached PDF.
DOWNLOAD THE OVERVIEW (in PDF format)
NEW HIP QCRD GLOBAL SUSTAINABILITY 100 TOP 10 INDUSTRY SECTORS BY WEIGHT
(rankings revised as of March. 31, 2011)
Rank. Sector, # of Firms
1. High Tech & Computing, 25
2. Health Care & Medical, 16
3. Finance & Banking, 15
4. Basic Materials, 9
5. Energy, 9
6. Utilities, 8
7. Industrial & Multi-Industry, 7
8. Consumer Staples, 6
9. Transportation, 3
10. Consumer Discretionary, 2
The QCRD 100 Portfolio is a separately managed account by HIP Investor Inc. to institutional and individual investors and wealth advisers. (Also, available on the FOLIOfn (R) Model Manager Exchange and the Schwab Institutional (R) Advisor Marketplace.)
In addition, HIP offers comprehensive portfolio management and wealth-management Advisory Services for institutions, individuals, families, and foundations seeking to increase the “HIP” Score and portfolio performance.
*** CONTACT HIP: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***
Disclosure and Assumptions: The QCRD Portfolio results represent the results of the actual index since inception by means of the application of a model, assuming a $1,000,000 beginning portfolio. Client results may differ depending on the size of account, timing of trading and reinvestment of dividends. There are inherent limitations of showing composite portfolio performance based on model results. Unlike actual client-performance records (which can vary by client), model results cannot accurately reflect the effect of material economic or market factors on the price of the securities, and therefore, results may be over or under-stated due to the impact of these factors. Since model results do not represent actual client-specific trading and may not accurately reflect the impact of material economic and market factors, it is unknown what effect these factors might have had on HIP’s decision making if HIP Investor were actually reporting client portfolios. During the period for which model results are shown, securities of U.S. companies have generally been rising, and the model returns are partly a function of this market environment. If this environment were to change materially, the model results portrayed by HIP would, in all likelihood, reflect results different from those portrayed.
The 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.
NASDAQ®, OMX®, NASDAQ OMX®,and NASDAQ OMX CRD Global SustainabilitySMIndex, are registered trademarks, trade names and service marks of The NASDAQ OMX Group, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by HIP Investor Inc. The Product/Portfolio(s) have not been passed on by the Corporations as to their legality or suitability. The Product/Portfolio(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the product/portfolio(s).
Past performance is not indicative of future results.
DOWNLOAD THE OVERVIEW (in PDF format)
*** CONTACT HIP: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***