The HIP 100 portfolio reweights the S&P 100 component companies, based on systematic analysis of 30+ criteria across the following categories:
This unique large-cap equity portfolio  ranks companies higher depending on their performance using the Human Impact + Profit (HIP) methodology.  The HIP 100 Index seeks to deliver the potential for higher returns and net positive human, social and eco-impacts. The HIP 100 portfolio has outperformed the S&P 100 Index in backcasts by at least 400 basis points (4%) annually from mid-2004 to mid-2009 (see PDF download below).  Additional disclosures and assumptions are listed below. Â
The HIP 100 (SM) Portfolio and HIP’s  Advisory Services for  individuals, families, foundations and  institutional investors seeking to increase the “HIP” rating and performance of their portfolio.
*** CONTACT HIP: Email R. Paul Herman, Paul@HIPinvestor.com, or ring 415 902 7741. ***
Disclosure and Assumptions: The HIP results do not represent the results of actual trading using client assets but were achieved by means of the retroactive application of a model, assuming a $100,000 beginning portfolio. There are inherent limitations of showing composite portfolio performance based on model results. Unlike an actual performance record, model results cannot accurately reflect the effect of material economic or market factors on the price of the securities, and therefore, results may be over or under-stated due to the impact of these factors. Since model results do not represent actual trading and may not accurately reflect the impact of material economic and market factors, it is unknown what effect these factors might have had on HIP’s decision making if HIP Investor were actually managing client portfolios. During the period for which model results are shown, securities of U.S. companies have generally been rising, and the model returns are a function of this market environment. If this environment were to change materially, the model results portrayed in HIP’s marketing material would, in all likelihood, reflect results different from those portrayed.
The HIP, S&P and Treasuries results include reinvested dividends or interest, and results are net-of-fees as a client would have paid to HIP on a quarterly basis in advance for advisory fees and brokerage costs. During the period for which model results are shown, HIP has maintained the same investment strategies and advisory services as those that HIP will offer to clients. There is potential for loss as well as for profits. It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of the securities in the portfolio. The S&P index is shown as a general market indicator and is not available for direct investment. Tax consequences have not been considered. Investments are managed via separately managed accounts at FolioFN with HIP Investor Inc. as the investment adviser. This is not an offer of securities.
Past performance is not indicative of future results.
*** CONTACT HIP: Email R. Paul Herman, Paul@HIPinvestor.com, or ring 415 902 7741. ***