HIP Strategies

The HIP Sustainable Global Dividends ESG Portfolio

The HIP Sustainable Global Dividends Portfolio is a large-cap international ESG-focused equity strategy that invests in a basket of 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.

We have created The HIP Sustainable Global Dividends Portfolio of 81 securities with a target yield of 4% and designed to outperform its benchmark, 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-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. Additional disclosures and assumptions are listed below; performance is shown in the attached PDF.

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, 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.