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 pursue Human Impact + Profit — or HIP:
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.
This portfolio selects from the S&P100 companies excluding many fossil energy, chemicals, materials, banking and high-negative-impact firms. The exclusionary portfolio reweights those remaining low-negative-impact S&P 100 component companies based on the same systematic analysis used in the HIP100. For investors and advisers applying the “new fundamentals of investing” but desiring exemption from firms with high negative impact, the HIP 100 Exclusion 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.
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.
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..
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.
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.
New 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.
White Paper Summary
Authored by HIP Investor, this white paper summary reveals newly presented evidence on how high impact portfolios can lower risk and have the potential to achieve higher annualized returns compared to traditional portfolios that rely on Modern Portfolio Theory (MPT).
Over one-year (2013) and three years (2011-2013), an impact-focused portfolio beat MPT with lower risk and higher returns. Over five years (2009-2013), the impact-rated portfolio lowered risk, and higher returns-per-unit-of-risk (i.e. higher Sharpe ratio).
Learn how you can transform your traditional portfolio to higher-impact portfolios with these insights.
HIP Investor rates 25,000 securities (including 4,500 corporates and 20,600 governments and nonprofits issuing muni bonds) and hundreds of mutual funds. HIP licenses these ratings to investors, advisors, fund managers and retirement plans. HIP also creates portfolios to optimize future risk, potential return and net benefit to society.
Recorded on June 10, 2014, this webinar sheds light on the answer to questions like:
- What are the knowable risks and opportunities in your portfolios, including funds, ETFs and muni bonds?
- As an institutional asset manager, asset owner or endowment manager, why should you care?
- How to apply sustainable high-impact portfolio models to lower risk and seek enhanced returns relative to risk — which can outperform Modern Portfolio Theory’s approach
- How to apply measurable ratings of risk, return and impact in your portfolio and your communications with clients, to:
- Select leaders and divesting laggards to reduce portfolio risk and enhance potential returns
- Keep existing clients satisfied, and
win new clients and mandates
- Increase the intelligence of your investment decision-making across asset classes — including equities globally, corporate debt, US muni bonds, real estate; as well as funds, ETFs and 401k plans
Request a FREE copy of the white paper summary and to view the webinar recording, please complete the information below:
Please read the Disclosures and Disclaimers at the bottom of this page.
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.