Research and Analysis

For investors looking to up their HIP quotient, HIP Investor offers custom research and analysis.

Work directly with HIP’s investment advisors to:

• Develop a personalized HIP strategy based on your Human Impact + Profit goals
• Evaluate the HIP elements in your current portfolio
• Create custom HIP portfolios based on your individual needs and values
• Research potential acquisitions

HIP Investor’s services are available on a project by project or an ongoing basis, and are specially designed for:

• Accredited Investors updating their investment approach. HIP researches your designated investments and shares its own research to build customized portfolios and HIP scores that align with your personal Human Impact + Profit goals.
• Foundations seeking sustainable investment opportunities that generate increased Human Impact + Profit. HIP works with your investment advisors to contribute a unique perspective that helps you realize your Foundation’s mission across sectors, with lower risk and higher returns.
• Venture Capitalistsevaluating potential deals. Incorporate HIP factors to help determine your target’s readiness for the next wave of change and innovation. Is the company generating the Human Impact + Profit that investors, customers and employees are looking for? HIP’s unique methodology arms you with quantifiable variables to help assess risk and long-term potential.

To learn more about HIP’s customized services for the portfolios you manage, CLICK HERE.

*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.