The HIP 100 Exclusion 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, using 30+ criteria across the following categories:
- How HIP are the company’s Products?
- How much Human Impact is realized in quantifiable results?
- How are HIP Management Practices embedded in decisions?
We have created this HIP 100 Exclusion portfolio of 65 securities. Investors may find this portfolio useful for the goal of creating potentially steady growth without investing in the S&P100 firms with the highest negative impact.
NEW HIP 100 EXCLUSION TOP 10
(rankings revised as of June 30, 2016)
- Microsoft, MSFT, 72.0
- Intel Corp., INTC, 70.5
- Merck & Company Inc., MRK, 68.5
- Biogen Idec Inc., BIIB, 66.8
- Medtronic PLC, MDT, 66.5
- Accenture PLC Class A, ACN, 66.2
- Bristol-Myers Squibb Company, BMY, 65.5
- Johnson & Johnson, JNJ, 64.6
- 3M Co., MMM, 64.1
- Texas Instruments Inc., TXN, 63.7
This mega/large-cap equity portfolio ranks S&P 100 companies depending on their performance using the Human Impact + Profit (HIP) methodology. The HIP 100 Index seeks to deliver the potential for higher returns and net positive human, social and eco-impacts. Additional disclosures and assumptions are listed below; performance is shown in the attached PDF.
The HIP 100 (SM) Portfolio is a separately managed account offered 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 individuals, families, and foundations seeking to increase their “HIP” rating and portfolio performance.
Disclosure and Assumptions: The HIP Portfolio results represent the results of actual trading since inception, assuming a $1,000,000 beginning portfolio. The results portrayed are derived from a composite of the equity portions of all separate accounts managed by HIP. Client results may differ depending on the size of account, timing of trading and reinvestment of dividends. During the period for which performance results are shown, securities of U.S. companies have generally been rising, and the performance results are partly a function of this market environment. If this environment were to change materially, the performance results portrayed by HIP would, in all likelihood, reflect results different from those portrayed.
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 results are shown, there were no investment strategies employed to obtain the results portrayed other than those strategies disclosed in HIP’s form ADV or other disclosure brochure. 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 composite results portrayed during the period are compared to the performance of the S&P because the securities making up the composite most nearly reflect the types of securities making up this index. The S&P index benchmark shown is a general market indicator and the OEF ETF is 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, and HIP as model manager for EQIS and First Affirmative Financial Network. This is not an offer of securities.
Past performance is not indicative of future results.