HIP Scores are available on 3,000 publicly listed companies globally (the US, Americas, Europe, Asia) and can apply them to equity and fixed-income mutual funds, ETFs, and separate accounts. We also score all types of investments – from fixed income and muni bonds, to hedge funds and real estate. A fundamental HIP Score quantifying sustainability provides other key criteria for research, due diligence and evaluating new investments.
Impact Investors can track the impact of their portfolio and alongside standard performance metrics such as yield, return, liquidity, and risk. HIP Investor is the first RIA, that we know of, to include Impact in their quarterly performance reporting, at the portfolio, asset class, and security level.
CONTACT US: Email HIP at Services@HIPinvestor.com
See samples of HIP Reports that can be added to your plan.