< Return to all investment strategies

Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
HIP Preferred Stock Portfolio Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $0.1M (in US$ millions)

Required Minimum: 50000

Benchmark used: iShares U.S. Preferred Stock (PFF)

Strategy type: Equity Specialty

Strategy description: The best-run companies assess all global trends, bring new products to market which benefit customers and society, count their quantifiable human impacts, directly link these impacts to profit, and embed leading management practices. HIP’s investment approach ranks these leaders higher (and laggards lower) to position your portfolio to seek more Human Impact + Profit. The HIP Preferred Portfolio weights a basket of U.S.-listed Preferred Stocks using a rigorous, data-driven analysis of quantifiable human, environmental and social results. HIP Portfolios seek to outperform traditional investment benchmarks via this strategy, striving to achieve more positive human impact, lower risk, and increased financial returns.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
HIP Investor

Approach to Sustainable & Responsible Investment: HIP Investor Inc. is an investment adviser and portfolio management firm that serves institutions, individuals, families, foundations – and their advisers. Founded in 2006, HIP Investor has built a unique methodology to track, rate and rank companies’ quantifiable impact on society – transforming traditional Wall Street views that “doing good” and “doing well” are incompatible. HIP’s research has shown that in many cases, these outcomes are symbiotic: “doing good” can lead to the creation of new markets, innovative products, boosted revenue, lower costs and ultimately, greater profitability. HIP Investor offers portfolios designed to seek higher financial returns with lower risk due to positive, quantifiable human, social, and environmental results. HIP’s approach has outperformed traditional financial-only benchmarks, such as the S&P 100.

Total AUM in SRI: $7.6M (in US$ millions)

Research conducted: Both internally and externally

Researcher name: Paul Herman

Contact info:
930 Montgomery St, Suite 300
San Francisco, CA 94133
United States
Phone: (415) 295-4708
Fax: (480) 393-5434
Email: Services@HIPinvestor.com
Web: http://www.hipinvestor.com (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Positive Investment
  • Pollution / Toxics: Positive Investment
  • Other Environmental: Positive Investment

Social

  • Community Development: Positive Investment
  • Diversity & Equal Employment Opportunity: Positive Investment
  • Human Rights: Positive Investment
  • Labor Relations: Positive Investment
  • Sudan: No Screens

Governance

  • Board Issues: Positive Investment
  • Executive Pay: Positive Investment

Products

  • Alcohol: No Screens
  • Animal Welfare: No Screens
  • Defense/Weapons: No Screens
  • Gambling: No Investment
  • Tobacco: No Investment

Other

  • Other/Qualitative: The best-run companies assess all global trends, bring new products to market which benefit customers and society, count their quantifiable human impacts, directly link these impacts to profit, and embed leading management practices. HIP’s investment approach ranks these leaders higher (and laggards lower) to position your portfolio to seek more Human Impact + Profit. The HIP Preferred Portfolio weights a basket of U.S.-listed Preferred Stocks using a rigorous, data-driven analysis of quantifiable human, environmental and social results. HIP Portfolios seek to outperform traditional investment benchmarks via this strategy, striving to achieve more positive human impact, lower risk, and increased financial returns.
  • Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues

 

< Return to all investment strategies