HIP Strategies

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 exclusionary portfolio reweights those remaining low-negative-impact S&P 100 component companies based on the same systematic analysis used in the HIP100, using 30+ criteria across the following categories:

  • How HIP are the company’s Products?
  • How much Human Impact is realized in quantifiable results?
  • How are HIP Management Practices embedded in decisions?

We have created this Fossil Free HIP 100 Exclusion portfolio of 69 securities. Investors may find this portfolio useful for the goal of creating potentially steady growth without investing in the S&P100 firms with the highest negative impact.

This mega/large-cap equity portfolio ranks S&P 100 companies depending on their performance using the Human Impact + Profit (HIP) methodology, while excluding many fossil energy, chemicals, materials, banking and high-negative-impact firms. The Fossil Free HIP 100 Exclusion Index seeks to deliver the potential for higher returns and net positive human, social and eco-impacts. Additional disclosures and assumptions are listed below; performance is shown in the attached PDF.

The Fossil Free HIP 100 Exclusion (SM) Portfolio is a separately managed account offered by HIP Investor Inc. to institutional and individual investors and wealth advisers. (Also, available on the FOLIOfn (R) Model Manager Exchange and the Schwab Institutional (R) Advisor Marketplace.)

In addition, HIP offers comprehensive portfolio management and wealth-management Advisory Services for individuals, families, and foundations seeking to increase their “HIP” rating and portfolio performance.