The HIP Model

Everyday Investors

HIP’s ESG Investment Strategies have up to 14 years of results.

HIP Investor’s methodology rates and ranks all types of investments for future risk, return potential and net impact on society.

For everyday investors, we construct easy-to-use portfolios that incorporate environmental, social, and governance data (ESG) data through HIP ratings.


Research shows that 84% of the enterprise value of public companies is not captured by financial metrics.

HIP Impact Ratings score and rank investments using material metrics from operational outcomes, products and services, and management practices. Specifically, HIP organizes data and constructs and analyzes 260+ metrics to assess the impact and risk for any investment. All ratings are on a 0-100 scale where 0 is net-negative impact (more extractive) and 100 is net-positive (more generative).

An analysis of the data which HIP gathers and licenses in combination against the HIP Pillars and their components allows HIP Investor to provide analytic products on several levels of granularity: metrics, pillars, and an overall ESG score.

Higher HIP ratings not only provide information on who is providing more positive impact, but they also tend to correlate with higher returns and lower risk. Lower ratings tend to generate lower returns, more volatility, and less impact.

Since the HIP Ratings cover all asset classes, including Corporate Bonds and Equities as well as Municipal and Sovereign Bonds, the ratings can be applied to mutual funds, ETFs, and entire portfolios.

HIP Ratings and data are used by all types of investors, including foundations, endowments, 401(k) plans, as well as other asset managers and investment advisers.