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We Help You Seek Both Profit + Impact

HIP Investor Inc.  is an investment adviser and portfolio management firm that provides institutions, individuals, families, foundations – and their advisers – with: 

• IMPACT INVESTING :  Upgrade your portfolio to make a positive impact on the world.
• HIP RATINGS :  Learn how much positive impact each of your portfolio holdings creates.
• HIP PORTFOLIOS :  Invest for impact in these funds designed to deliver both impact and profit.
• HIP CONSULTING .  Dial up your corporate pursuit of profit with positive human impact.

New Evidence: How High Impact Portfolios Can Outperform Traditional Portfolios

New quantitative evidence reveals a diversified portfolio, driven by smart data, and rated for future risk, can deliver stronger returns with lower risk and positive impact.

Download the whitepaper summary authored by HIP.

Investing to Make a Difference Is Gaining Ground

by Paul Sullivan, (September 6, 2014), New York Times Asset Allocation

HIP Investor Ratings LLC and HIP Investor Inc is featured in the New York Times column on Asset Allocation, profiling impact investing across all types of investors.

Excerpt:

“Interest in impact investing, which has been around for more than a decade, is growing and changing. According to the Forum for Sustainable and Responsible Investment, some $3.74 trillion, or 11 percent, of total United States assets under management were placed in sustainable investments in 2012. This was a fivefold increase from 1995.

R. Paul Herman, chief executive of HIP Investor Ratings and president of HIP Investor, said his firm recently began assessing 401(k) plans for their sustainability ratings. He said having rated 4,500 companies and 4,000 municipal bond issues, the firm was able to assess the underlying assets owned by the plans.

These ratings are “a way to have the broadest definition of impact that is meaningful to you,” he said. “Every investment has a sustainability or impact profile.”

While the companies and municipal bond issues are rated for obvious metrics, like carbon usage and water efficiency, they are also screened for criteria like employee turnover, chief executive pay, board diversity and legal issues. “

Read the full article here .