June 10th Webinar
Lowering Risk, Enhancing Returns:
A diversified portfolio, driven by smart data and rated for future risk, can deliver stronger returns with lower risk and positive impact
Overall, 80% of the S&P 500 stock market valuation is driven by factors that are not accurately captured and valued on financial statements — and typically ignored by investors (including foundations, endowements and pensions), sophisticated analysts, investment advisors and even fund managers.
Traditional investors who subscribe to Modern Portfolio Theory (MPT) typically use index funds that follow the market. Trusting market-price based indexes, while ignoring critical data linked and weighted to cash flow, can lead to suboptimal portfolios — with higher risk and lower returns.
More than 20 factors that drive future risk, potential return, and net impact appear to be ignored by “efficient” capital markets. The absence of a present-day effective indicator of future risk could impair your portfolio’s future returns. Quantitative HIP Ratings — can be applied to the portfolios you manage and an estimated $220 trillion of capital globally.
HIP provides intelligence and ratings of future risk, potential return and net societal impact by measuring meaningful, knowable-yet-ignored factors of value creation.
Join HIP Investor for this free webinar with leading industry experts to learn:
Attendees will receive the complimentary HIP Investor whitepaper “How High Impact Portfolios Can Outperform Traditional Portfolios”.
R. Paul Herman
An internationally recognized expert in impact investing, Paul invented the “HIP = Human Impact + Profit” methodology in 2004, and authored the HIP Investor book bestseller (Wiley, 2010). Paul is the leader of HIP Investor Ratings LLC, providing 6000 ratings to investors, advisers and fund managers; and manages HIP Investor Inc., a registered investment adviser, which manages HIP-rated portfolios and subadvises fiduciaries. Herman’s expertise stems from Wharton, McKinsey, Ashoka and Omidyar Network. ????
Shilpa leads the design and delivery to clients, advisors and 401(k)s of HIP Investor’s impact, risk and reporting methodology – as well as leads the Going Fossil Free Practice. Shilpa brings environmental and management experience from the California League of Conservation Voters. Shilpa graduated with Honors from the University of California, San Diego with a B.S. in Economics. Shilpa holds a Series 65 Investment Adviser license.
Keith leads Client and Partnership Development at HIP to serve investors, advisers, fund managers and retirement plans – and their fiduciaries and trustees. Keith started at CitiGroup specializing in off balance sheet finance, structured finance, and project finance. Keith has been a Financial Advisor at Merrill Lynch. Keith helped build from the ground up ASSET4 (now part of Thomson Reuters). Keith’s stakeholder relationships include the EPA, PRI, GRI, CERES, and BSR..
HIP Investor Inc
Read the VerticalResponse marketing policy.