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) data-driven metrics of 30+ criteria across the following categories:

  • How HIP are the company’s Products and Services?
  • How much Human Impact is quantifiably realized in Operating Metrics?
  • How are HIP Management Practices embedded in decisions?

INVEST in the HIP 100 Portfolio -- with a 16 year track record as of July 30th -- that seeks to deliver the potential for higher returns as well as net-positive human, social and environmental impacts.

This mega/large-cap equity portfolio ranks S&P 100 companies depending on their performance using the Human Impact + Profit (HIP) methodology and includes a market-cap factor.  Additional disclosures and assumptions are listed below.

Implementing quantitative-based ratings measuring future risk and pursing higher impact and return, this basket of 100 equities reweights the S&P to more heavily focuses on companies that take a holistic approach to business management for a future economy.

Request the HIP 100 2-Page Financial Performance Overview
HIP100 GHGs

By reweighting the S&P100 for factors including GHG Emissions, Carbon Reductions, Renewable Energy Usage, Energy Efficiency, Waste Production, and Water Usage as well as Management Practices that embed these metrics into decision-making, accountability and financials, the HIP 100 allocated to more sustainable firms.

GHGs comprise Internal Usage (scope 1), Energy Purchases (scope 2) and Customer Usage (scope 3).

The HIP 100 has an 8% lower Scope 1 and Scope 2 GHG intensity than its benchmark (ticker OEF)

HIP100-10

The HIP 100 (SM) Portfolio seeks to deliver the potential for higher returns and net positive human, social and eco-impacts.

Available to Investors on the Schwab platform, and to advisors on Goldman Sachs FOLIOfn’s Model Manager Exchange, the Charles Schwab Institutional Advisory Marketplace, and Altruist's Model Marketplace.

In addition, HIP offers comprehensive portfolio management and wealth-management Advisory Services for individuals, families, and foundations seeking to increase their impact -- tracked via our proprietary “HIP” ratings -- and portfolio performance.

HIP helps investment advisers and wealth managers serve their clients’ life and financial goals – and build a better world – through information, portfolios and education services.