HIP Strategies
HIP offers separately managed account (SMA) strategies for individual investors, as well as advisers and wealth managers. You can set up your SMA based on any of our strategies through our partners: Schwab, folio, Newday, Altruist.
In addition, HIP Investor, Inc. is a Registered Investment Advisor.
HIP Science-Based Targets
This large-cap equity portfolio ranks US firms that have registered a goal for reducing their emissions with the Science-Based Targets Initiative, show strong ESG performance, and operate in industries with generally positive impact on society, which are then weighted by their HIP Industry Relative Ratings.
The HIP Great Place To Work ESG Portfolio
The HIP Great Place To Work Portfolio selects from a universe of publicly traded firms featured in Great Place to Work® Institute’s 100 Best Companies to Work For® annual list produced for FORTUNE magazine released every January.
The HIP Sustainable Real Estate ESG Portfolio (REIT)
The HIP Sustainable Real Estate Portfolio selects from a universe of approximately 200 Real Estate Investment Trusts (REITs), and also includes natural resources, forestry, and timber companies.
The HIP Sustainable Global Dividends ESG Portfolio
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.
The Fossil Free HIP 100 Exclusion Portfolio (Large-Cap Core SRI)
The Fossil Free HIP 100 Exclusion Portfolio selects from the S&P100 companies excluding many fossil energy, chemicals, materials, banking and high-negative-impact firms.
The HIP 100 Portfolio (Large-Cap Core ESG)
The HIP 100 portfolio re-weights the S&P 100 component companies, based on core Environmental, Social and Governance (ESG) practices measured through a systematic analysis of 30+ criteria across the following categories....
