HIP Strategies

The HIP Sustainable Global Dividends ESG Portfolio

We have created The HIP Sustainable Global Dividends Portfolio of securities with a target yield of 5% and up. The benchmark is the WisdomTree Global High Dividend Index (WTGDHY). Investors may find this portfolio useful for the goals of diversification, income generation and higher sustainability.

This mega/large/mid-cap equity portfolio ranks 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 HIP Sustainable Global Dividends Portfolio seeks to deliver the potential for higher returns and net positive human, social and eco-impacts.

The HIP Sustainable Global Dividends (SM) Portfolio is a separately managed account offered by HIP Investor Inc. to institutional and individual investors and wealth advisers. Also, the HIP Global Sustainable Dividends Portfolio 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. HIP also helps investment advisers and wealth managers serve their clients’ life and financial goals – and build a better world – through information, portfolios and education services.