Screen Shot 2014-06-11 at 9.47.35 PM

New quantitative evidence reveals a diversified portfolio, driven by smart data, and rated for future risk, can deliver stronger returns with lower risk and positive impact.


White Paper Summary

Authored by HIP Investor, this white paper summary reveals newly presented evidence on how high impact portfolios can lower risk and have the potential to achieve higher annualized returns compared to traditional portfolios that rely on Modern Portfolio Theory (MPT).

Over one-year (2013) and three years (2011-2013), an impact-focused portfolio beat MPT with lower risk and higher returns.  Over five years (2009-2013), the impact-rated portfolio lowered risk, and higher returns-per-unit-of-risk (i.e. higher Sharpe ratio).

Learn how you can transform your traditional portfolio to higher-impact portfolios with these insights.

HIP Investor rates 8,500 securities (including 4,500 corporates and 4,000 governments and nonprofits issuing muni bonds) and hundreds of mutual funds.  HIP licenses these ratings to investors, advisors, fund managers and retirement plans.  HIP also creates portfolios to optimize future risk, potential return and net benefit to society.



Recorded on June 10, 2014, this webinar sheds light on the answer to questions like:

  • What are the knowable risks and opportunities in your portfolios, including funds, ETFs and muni bonds?
  • As an institutional asset manager, asset owner or endowment manager, why should you care?
  • How to apply sustainable high-impact portfolio models to lower risk and seek enhanced returns relative to risk — which can outperform Modern Portfolio Theory’s approach
  • How to apply measurable ratings of risk, return and impact in your portfolio and your communications with clients, to:
    • Select leaders and divesting laggards to reduce portfolio risk and enhance potential returns
    • Keep existing clients satisfied, and
      win new clients and mandates
    • Increase the intelligence of your investment decision-making across asset classes — including equities globally, corporate debt, US muni bonds, real estate; as well as funds, ETFs and 401k plans

Request a FREE copy of the white paper summary and to view the webinar recording, please complete the information below:

Request Form