The New Fundamentals of Investing
Developed in 2004, HIP Investor’s unique methodology rates and ranks all types of investments for future risk, return potential and net impact on on society. HIP’s quantitative analysis of fundamentals systematically identifies the drivers of 84% of market value not on the balance sheet. HIP Ratings are a useful tool for investors to fund human, social and environmental solutions — while pursuing optimal risk-adjusted returns.
HIP Ratings Universe + Methodology
HIP Investor rates and ranks more than 32,000+ investments globally across all asset classes:
5,770+ equities of companies worldwide;
26,700+ bond issuances, including municipals, sovereigns/TIPS and agencies.
100+ REITs: real-estate investment trusts as well as Private Equity + Venture Capital
1000s of mutual funds and ETFs.
With HIP Ratings, investors can measure the current sustainability — whether innovative or extractive — of each security, strategy and fund in their portfolio.
A HIP Rating is a zero-to-100 score quantifying:
Net +/- Impact across 5 thematic Pillars: Health, Wealth, Earth, Equality, and Trust,
Mitigators of Future Risk,
Drivers of Return potential.
Anatomy of a HIP Rating
HIP Investor’s Ratings Are Used By
Investors pursuing an Impact focus, apply HIP Ratings to select and weight investments in stocks, bonds and funds/ETFs, to pursue optimal risk-adjusted returns.
Advisors who understand that Impact links to future risk and return potential, and want to serve investors using their portfolio to fund impact & solutions.
Fund Managers seeking an edge with HIP Ratings, which can reveal knowable-yet-ignored risks and potential sources of untapped returns.
401(k) Plans for companies seeking higher employee engagement, HIP Ratings of fund choices can yield higher participation and contribution rates.