HIP Fossil Fuel Free (FFF) Portfolios

HIP Fossil Free Allocation Portfolios
Portfolios can also be gunmaker free & palm oil free

HIP Investor ‘s Fossil Free allocation models for 401(k) plans allow plan participants an easy way to invest in a carbon efficient economy. Similar to the traditional Target Risk Funds, the HIP Fossil Free Portfolios are diversified according to 5 levels of risk tolerance and time horizon, ranging from Conservative to Moderate to Aggressive. The portfolios are invested in mutual funds and ETFs that meet the following criteria:

  1. Zero exposure to companies that generate the majority of their revenues throughout the fossil fuel
    value chain, including exploration, drilling, production, and distribution.
  2. Higher levels of transparency and performance in Environment, Social, and Governance (ESG) factors,
    as defined by the funds’ HIP Ratings.
  3. Competitive fee structure while seeking optimal risk adjusted returns.
Request the HIP Fossil Fuel Free (FFF) Portfolios 2-Page Financial Performance Overview

HIP Fossil Free Target Risk Portfolios
Portfolios can also be gunmaker free & palm oil free

FEE STRUCTURES

FOR FUND RATINGS:
10 basis points of plan assets ($2,500 minimum) for fund ratings and participant education

FOR MODEL PORTFOLIOS:
50 basis points of plan assets allocated to HIP Investor as model manager

DIVERSIFICATION
HIP’S Fossil Free Allocation Models are
diversified with varying exposure to the
following asset classes:

  • Fixed Income
  • Domestic Large Cap Equity
  • Domestic Small/Mid Cap Equity
  • Thematic Equity
  • International Equity

RISK LEVELS
HIP’S Allocation Models are available
according to five levels of risk tolerance.

Risk-Levels

The HIP Fossil Fuel Free (FFF) Portfolios are separately managed account offered by HIP Investor Inc. to investors, advisors, wealth managers, and institutional investors.

Available to Investors on the Schwab platform, and to advisors on Goldman Sachs FOLIOfn’s Model Manager Exchange, the Charles Schwab Institutional Advisory Marketplace and GeoWealth.

In addition, HIP offers comprehensive portfolio management and wealth-management Advisory Services for individuals, families, and foundations seeking to increase their impact -- tracked via our proprietary “HIP” ratings -- and portfolio performance.

HIP helps investment advisers and wealth managers serve their clients’ life and financial goals – and build a better world – through information, portfolios and education services.

Sign up for a free 14-day trial of the HIP Ratings portal

HIP’s new Impact Investing Portal helps you identify dirty and low/negative impact investments that can be more risky and find replacements that support our changing economy
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