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:
The HIP Investor 100 Portfolio of Large-Cap ESG re-weighs the S&P 100 for quantifiable impact/ESG/sustainability according to proprietary HIP Ratings based on 30 criteria and impact analysis. For investors and advisers applying the “new fundamentals of investing,” the HIP 100 Portfolio can complement or replace the current US based large-cap equity allocations. Target 2% yield.
This Fossil-Free HIP 100 Exclusion portfolio excludes from the S&P100 companies in fossil energy, chemicals, materials, banking and high-negative-impact firms, and reweights those remaining 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 large-cap equity allocations.
The HIP Sustainable Real Estate (REITs) Portfolio is an income generating strategy, also including natural resource, forestry, and timber companies, as categorized by Morningstar. This real estate portfolio is scored for impact/ESG/sustainability, including results from LEED-certified properties, which can generate savings from consuming less water and reducing energy usage. Target yield of 4%.
The HIP Great Places to Work Portfolio applies the “best places to work” approach recognized in Fortune magazine since 1998, and analyzed by Dr. Alex Edmans of London Business School, directing investment to public companies pursuing employee satisfaction and engagement. HIP seeks to to achieve more positive human impact, lower risk, and increased financial returns.
The HIP Global Dividends Portfolio is a large-cap international ESG-focused equity strategy that invests in a basket of US domiciled stocks and ADRs of international firms that meet a forward yield hurdle, show strong ESG performance, and operate in industries with generally positive impact on society, which are then weighted by their HIP Ratings.
^ These managed accounts by HIP Investor are also available via FOLIOfn’s Model Manager Exchange as well as Schwab Institutional’s Advisor Marketplace.
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.
HIP INVESTOR’S DISCLOSURES AND DISCLAIMERS
HIP Investor Ratings LLC — which produces 75,000 impact investment ratings and licenses them to investors, advisers, wealth managers, fund managers and retirement plans, including 401(k)s and 403(b)s — is an independent limited-liability company based in California.
HIP Investor Inc. — which manages impact-themed portfolios, and advises impact-focused investors, including endowments and foundations — is a registered investment adviser, registered in the states of California, Illinois and Washington, and serves clients in other states.
This is not an offer of securities. Past performance is not indicative of future results. All investing involves risk.
The views expressed by registered representatives and the investment adviser are for informational and educational purposes only, and are not investment recommendations or an offer of securities.
For a full description of services and disclosures (including fees) relating to separately managed accounts, portfolio management, and wealth management at HIP, please read HIP’s Part II of Form ADV (which can be found at http://adviserinfo.sec.gov).
All investments may lose value and risk possible loss of principal. HIP Investor Inc. or its Advisory Representatives do not provide tax advice. You should consult with your tax adviser on specific tax issues.
This newsletter should not be construed as a solicitation or offer to sell investment advisory services except where HIP Investor, Inc. is registered or where an exemption or exclusion from such registration exists.
Past performance is not indicative of future results.