HIP Strategies Seek Impact + Profit Across Multiple Asset Classes
HIP offers separately managed account (SMA) strategies for investors, advisers, and wealth managers 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 Place 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 Sustainable 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 allocating to the higher-impact world of municipal bonds, HIP’s fixed income manager partners offer investors portfolios that pursue human, social and environmental impact. This 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.