I. Going Fossil-Free, a How-To Guide in PDF — and webinar:  In partnership with 350.org, HIP co-authored Resilient Portfolios & Fossil-Free Pensions, showing city and states how to go fossil-free;  join us Weds, 6/19 for a collaborative webinar

II. Federal Reserve Supports Investing for Impact: The Federal Reserve of San Francisco, in conjunction with Lauryn Agnew, highlights how impact investing can build a better world, and the potential for financial resilience and economic growth

III. Investors unite to improve Bangladesh worker safety:  More than 200 investors (including HIP) representing $2 Trillion call on companies to provide workplaces that are safe to work – and survive.

IV.  HIP book translated into Polish:  Strongest country in Central and Eastern Europe reading how to invest for potential profit and social benefit, thanks to social entrepreneur Ryszard Praskier and publisher Wolters Klower

V. HIP in less than 4 minutes, interview by TheETFguide:  Want to hear how HIP Scores see more deeply into your portfolio’s knowable risks and potential returns?  HIP’s Shilpa Andalkar highlights how HIP helps investors, advisers and fund managers

&  Compelling Events and the HIP book in the right hand column —––>

HIP Investor, in partnership with with 350.org andGo Fossil Free, in response to the growing need and call for solutions to climate change, a report on how to assess risks and opportunities for investnig — and how to pursue fossil-free investing.

Join a coalition of experts — the Mayors Innovation Project, First Affirmative Financial Network, as well as 350.org and HIP — at a free online webinar

Wednesday, June 19th at 1pm Pacific, 2pmMountain, 3pm Central, & 4pm Eastern.  RSVP for June 19 HERE

The special report, Resilient Portfolios & Fossil-Free Pensions is available now online in PDF format.

Summary:  Climate change and the fossil fuel industry’s current business plan pose a pressing risk to city and state pension funds. If pension funds and investors remain tied to past assumptions and ignore emerging trends, they could soon face increased risks and potentially severe losses to their portfolios.

Over 10 cities have already committed to pursue fossil-fuel divestment as part of a growing divestment campaign that has spread over 300 campuses and more than 100 cities, states and religious institutions. (Seattle, WA, Madison, WI, Bayfield, WI, Ithaca, NY, Boulder, CO, State College PA, Eugene, OR, Richmond, CA, Berkeley, CA & San Francisco, CA)

This webinar will be valuable for city, county, and state pension fund trustees, fiduciaries, and investment professionals, as well as, leaders, managers and staff of forward thinking municipalities and regional governments.

The expert panel on June 19 will include:

• Satya Rhodes-Conway, Senior Associate with Mayors Innovation Project, based in Madison, WI
• Steve Schueth, President of First Affirmative Financial Network, based in Boulder, CO
• R. Paul Herman, CEO of HIP Investor Inc., based in San Francisco, CA
• Jay Carmona, Divestment Campaigner with 350.org, based in Oakland, CA

RSVP for June 19 HERE

Read and share the report: Resilient Portfolios & Fossil-Free Pensions

The Federal Reserve Supports More Investing for Impact
Lauryn Agnew and the SF Fed Showcase How Doing Good Can Make More Money,
Especially if Focused on a Regional Economy

The Federal Reserve of San Francisco and Boston both hosted events to showcase and spur more impact investing and economic development.

The Boston Fed, in conjunction with University of New Hampshire’s Michael Swack, organized theFinancial Innovations Rounddtable. Sustainable banks, community development financial institutions (CDFIs) and leaders in low-income housing and impact investing experts (including HIP Investor) highlighted the latest initiatives that are growing income and stabilizing housing, as well as measurement of results in impact that connect to financials – very HIP indeed. (Summary paper coming soon.)

The San Francisco Federal Reserve’s full-day conference, organized by Ian Galloway with financial expert Lauryn Agnew, highlighted impact investing opportunities and challenges for fiduciaries operating in the San Francisco Bay Areaand broader California.

Many fiduciaries of institutional assets are unfamiliar with impact investment opportunities and their related portfolio implementation issues, so this conference focused on these opportunities and implementation issues with a particular focus on the San Francisco Bay Area, as a model for local and regional impact investing that can spur more ecnomic growth.

The discussions included leaders in finance, philanthropy, academia, and policy. The goal of the convening was to identify ways for fiduciaries to safely move assets into alignment with regional economic development and sustainability goals.

Watch all the panels at this link — including Lauryn Agnew, HIP’s CEO Paul Herman, DBL’s Nancy Pfund, and Imprint’s John Goldstein — on “Building Your Portfolio: Public & Private Equity & Debt for Impact.” 

Watch all the videos HERE

$2 Trillion of Investors Unite For Worker Safety and Survival
200 investors call for improvements
in Bangladesh factories

Last month, following the April 24th collapse of the Rana Plaza in Bangladesh, a coalition of global investors called onapparel manufacturers and retailers to improve working conditions, safety and overall survival of Bangaldeshi workers.

More than 200 firms with $2 trillion assets under management (including HIP Investor) urged these garmet companies to sign the Bangladesh Accord on Fire and Building Safety and invest in improvements to protect the safety and survival of workers.

The statement “is an urgent call to action for companies and the sector to act in coalition to enact system-wide reforms to prevent future loss of life due to unsafe working conditions in Bangladesh and elsewhere.”

See the letter and all signatories HERE

Investors in Poland Can Now Apply HIP to their Portfolios
“Investing for Profit and Social Benefit”
is now available in Polish

Since the HIP book’s 2010 publishing by John Wiley & Sons, the HIP methodology is a resource for MBAs, professors and university students in 18 universities and 50 libraries globally.

Now, thanks to social entrepreneur, Dr. Ryszard Praskier (author of Social Entrepreneurship: Theory and Practice, highlighting the power of networks for social change), and Polish publisherWolters Klower, the HIP is now translated into Polish.

Co-authors R. Paul Herman and Gayle Keck (and Paul’s mom and sister) will visit Warsaw and Krakow June 23-30 to share the insights and how-to guide of investing to seek more impact and profit.

Special thanks to Polish entrepreneur and academic Dr. Andrzej Blikle for his thoughtful introduction to the HIP book in Polish.

Order the Polish book HERE

Or the English version HERE

How HIP Helps Investors See Knowable but Ignored Risks
HIP’s Shilpa Andalkar explains how we rate, rank and score investments to TheETFguide

In Huntington Beach, California, at the IMN Impact Investing Summmit, HIP Investor’s team shared how our multi-factor approach focuses on rating real results and risks of equities and bonds of companies, and issuers of municipal, government and nonprofit bonds.  HIP Scores focus on metrics of firms that can drive revenue and reduce costs, thus resulting in the potential for more resilient portfolios.

“We could see ETFs soon tracking HIP Indexes… stay tuned for that”

Watch the 4-minute video HERE

Join the HIP team at one of the many Impact Investing events listed in the right hand column.     ——————>>>

HIP INVESTOR’S DISCLOSURES
AND DISCLAIMERS

 This is not an offer of securities. Past performance is not indicative of future results.

The views expressed by R.Paul Herman are for informational and educational purposes only, and are not investment recommendations or an offer of securities.

For a full description of services and disclosures (including fees) relating to separately managed accounts, portfolio management, and wealth management at HIP, please read  HIP’s Part II of Form ADV (which can be found athttp://adviserinfo.sec.gov). 

Managed accounts may lose value and risk possible loss of principal.  Past performance is not indicative of future results. HIP Investor Inc. or its Advisory Representatives do not provide tax advice. You should consult with your tax advisor on specific tax issues.

This newsletter should not be construed as a solicitation or offer to sell investment advisory services except where HIP Investor, Inc. is registered or where an exemption or exclusion from such registration exists.