HIP Strategies

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:

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

This mega/large-cap equity portfolio ranks S&P 100 companies depending on their performance using the Human Impact + Profit (HIP) methodology.  The HIP 100 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 HIP 100 (SM) Portfolio is a separately managed account offered by HIP Investor Inc. to institutional and individual investors and wealth advisers. Also, the HIP 100 is available on the Goldman Sachs' FOLIOfn’s Model Manager Exchange; Charles Schwab Institutional Advisory Marketplace; and Altrust's Model 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.