For Investors

The HIP methodology helps individual and institutional investors to realize Human Impact + Profit simultaneously in their portfolios, across traditional asset classes (equity, debt, real estate) and emerging asset classes (microfinance, social enterprise). HIP’s products help clients build an investment strategy that maximizes sustainable, profitable growth by offering investment choices that deliver both financially and socially.

The HIP 100 INDEX (TM)

The HIP investment team has analyzed the S&P 100 companies, evaluated their human, social and environmental results, and how sustainability is embedded into their management practices. HIP has re-weighted this portfolio of leading comanies into a HIP 100 INDEX (TM).   This INDEX can be applied to your investment portfolio to deliver Human Impact + Profit (HIP).

HIP Portfolio Research and Analysis

The HIP investment team conducts personal analysis of your portfolio, investment priorities, and risk profile and offers you groundbreaking research on how your current holdings are delivering on Human Impact + Profit and researches potential acquisitions, new industries and more. (We will refer you to Private Wealth Managers if you are seeking one). LEARN MORE

HIP Funds - For Individuals and Institutions
The HIP funds determine asset allocation based on a unique methodology—the HIP Scorecard—that tracks, rates, and ranks company quantifiable impacts on society. Company performance is analyzed by both Human Impact + Profit. LEARN MORE

Foundation and Endowment Services
HIP consults to foundation clients as they work to grow their endowments while maintaining the foundation’s charter and investment objectives. HIP applies its proven methodology to ensure that foundations meet their goals for Human Impact + Profit. LEARN MORE