[HIP] VOTE for People as an Asset; RSVP for Compelling Events in Impact Investing

Jay Owen Green Prosperity, SRI/ESG News

HIP Investor | Human Impact + Profit

HIP = Human Impact + Profit: For your company, your portfolio and your world.



I.  Upcoming HIP and Impact Investing Events: Join These Exciting Events & Hear from the HIP experts at many of them

II.   Going Fossil-Fuel Free in Your Portfolio?: More Investors are quantifying future risk, especially from the carbon inefficiency of fossil-fuel firms; learn and watch recent HIP Insights on Investing

III.   VOTE for “People as an Asset on the Financials”: If people are the most valuable asset, why are they not on the financials as an asset?  VOTE for HIP’s Human Capital entry in the M-Prize

plus, explore the HIP text-book/e-book/audio-book —>

Leading Change In The Investing World

Join Impact Investing Events that Inspire, Empower & Engage


* April 15, 5pm Pacific time, 8pm eastern: Williams College Personal Divestment Webinar, Online

Many of us have money invested, whether a little or a lot, and some of that money is most likely invested in companies whose value is derived from extracting more carbon from the earth, creating ever increasing environmental damage.  It might not be obvious about how to divest your personal finances, so join the webinar to learn more!

The webinar features former Mayor of Seattle Mike McGinn, a Williams College alum, as well as HIP Investor’s Shilpa Andalkar, leader of the Going Fossil Free investment practice, who will walk us through the big-picture potential as well as the mechanical how-to’s of divesting for a variety of personal situations.

Limited to Williams College alumni, students, faculty, administrators and trustees.   (Contact HIP to organize a Going Fossil-Free webinar for your community, including universities.)

RSVP HERE to join the FREE Webinar on April 15th


* April 16, 5:30-7 PT: Applying Innovation to Bridge The Gap: Self-Help Federal Credit Union, San Francisco, CA

“Please join us to learn about some of Self-Help’s most exciting developments: Self-Help Federal’s expansion; a hybrid cash checker/credit union initiative to ‘bank the unbanked;’ the launch of citizenship and dreamer loan products to help meet the needs of the immigrant community; as well as the impact of Self-Help’s affordable housing and foreclosure recovery efforts in the Bay area and Central Valley — including a discussion of the latest research highlights, public policy and consumer advocacy efforts that are helping keep money in the pockets of working families and to protect these families from abusive financial practices.”

HIP Investor is a Partner Host along with Parnassus Investments.

RSVP HERE for April 16th in downtown San Francisco


April 24, 5:30-8:30 ETBasecamp SRI: In The City, New York, NY

“Are you consciously investing in a healthy and responsible way?

Are you helping your clients invest with intent and positive impact?

  • Invest with Impact: Challenges and Opportunities 
  • How to engage with perspective clients around impact investing.
  • An evening networking event – plenty of time to catch up with friends, old and new.”

Keith Green, Senior Vice President of Client and Partnership Development at HIP Investor, will join the event.

RSVP HERE for April 24th in New York City




April 29-30Impact Capitalism Summit, Chicago, IL “

Apply to join the first Impact Investing event representing over $150 Billion of investable assets. Attendees include Family Offices, Foundations, Fund of Funds, Asset Managers, Funds Managers, and Intermediaries interested in seeking return and maximizing impact across asset classes: Public & Private Equity, Public & Private Debt, and Direct Investments.

Over 300 family offices, asset managers, fund managers, and intermediaries, and impact company leaders will explore the current state and trends in each of the five asset classes in the first-ever day and a half strategic conference only for Impact Investing.

HIP’s CEO Paul Herman will join a panel showing how sustainable portfolios strengthen performance — The Data Is In — along with Craig Metrick of Mercer, Ben Thornley of Pacific Community Ventures and Cathy Clark of Duke University.

RSVP HERE for April 29-30th in Chicago


April 30th, 5:30-8 PT: Conscious Capitalism – Sustainable Business Leadership Forum, San Francisco, CA

The New Financial Landscape: Conscious Investors, Investments, and Philanthropy

Conscious investors and philanthropists are looking for more than short term returns (and donating to causes with little insight as to what impact they are having in the world). Our panelists will talk about how conscious investors are changing the financial landscape.

Shilpa Andalkar, a HIP investment advisor, Senior Vice President, and practice leader of Going Fossil Free, will join an expert panel, including Kat Taylor of One Pacific Coast Bank and other leaders, led by Jonathan Storper of Hanson Bridgett.

RSVP HERE for April 30th at Hanson Bridgett in San Francisco


April 30 – May 1Ceres Conference 2014 (25th Anniversary), Boston, MA

The future is now and our mission is more urgent than ever. So join more than 600 sustainability leaders in Boston at the Ceres Conference 2014,April 30th – May 1st, to celebrate Ceres’s 25th anniversary and build a sustainable global economy.

Throughout the two-day program, attendees will engage on a broad range of topics, including: 

  • Sustainable agriculture
  • Clean energy investment opportunities
  • Corporate sustainability for the 21st Century

HIP Investor’s Senior Vice President of Client and Partnership Development Keith Green will participate.


May 13-14Mission Investors Exchange 2014 Conference, Minneapolis, MN

Every two years, foundation leaders, asset owners and supporters of the field of mission investing come together at the national conference in order to learn and make connections that result in better and more mission investments.

You will learn from colleagues, share experiences, and build your mission investing program through a variety of discussions, workshops, investment showcases, and offsite learning for advanced and emerging leaders in mission investing. Whether you have yet to make your first mission investment or are an experienced practitioner, this conference is for you!

RSVP HERE for May 13-14th in Minneapolis, MN


May 19-21US SIF 2014 Annual Conference, Washington DC

The US SIF Annual Conference offers a unique opportunity to network with leaders of sustainable and responsible investing, to hear from leading investors, CEOs and policymakers, and to learn about new approaches, trends and policy developments in the field. The conference attracts representatives of investment management and advisory firms, research firms, financial planners and advisors, broker-dealers, community development institutions and asset owners such as pension funds and foundations, along with policymakers and corporate leaders.

RSVP HERE for May 19-21st in our nation’s capital


June 2-4Sustainable Brands 2014, San Diego, CA

Sustainable Brands is an international community of learning and action focused on understanding and leveraging the role of brands in shaping a flourishing future. The Sustainable Brands Conference is ground zero for sustainability, brand and innovation professionals who come together from around the world to be inspired, engaged and equipped to succeed by building the better brands of tomorrow, while building a network of like-minded colleagues who can help.

SB2014’s will amplify current leadership and success surrounding innovation for sustainability, educate business leaders throughout an organization about how they can contribute to a more sustainable brand, and grow the market for business solutions that can help companies reduce environmental and social impact and play a more positive role in the lives of their stakeholders.

RSVP HERE for June 2-4th at Paradise Point in San Diego


Are there hidden surprises in your investment portfolio, like the risks associated with mining coal, extracting oil and fracking for natural gas?

With 350.org, HIP jointly published the reasoning and logic for going fossil-free in portfolios for investors, especially pensions of cities, counties and states. READ the report and SEE a range of investment choices across asset classes that seek to reduce risk and enhance potential for financial returns:”Resilient Portfolios and Fossil Free Pensions

WATCH the latest insights, intelligence and innovations on the path to fossil-free portfolios here on VIDEO, from the California Divestment Forum, produced by 350.org and GoFossilFree.org.  HIP’s Shilpa Andalkar was emcee and moderator, as well as a presenter:


Shilpa Screen Shot


Can Impact Investing Really Reduce Future Risk?

 HBR’s and McKinsey’s M-Prize: Long-Term Capitalism Challenge




This feature authored by HIP Investor is one of ten winning entries in the Long-Term Capitalism Challenge, the third and final leg of the Harvard Business Review / McKinsey M Prize for Management Innovation.

When companies create quantifiable value for society as well as shareholders, those firms can be more profitable and become the foundation of a stronger portfolio. Across all investment types (cash, fixed income, equities, venture, real estate) human, social, and environmental impact can be quantified, scored and valued – and linked to profit and shareholder value. Yet, investors, advisers and brokers are ignoring this potential today. 21st century investors and their fiduciaries will capture this potential upside of a better world and strong portfolios.

New M-Prize Challenge by SAP

 Unlimited Human Potential:
VOTE for “People as an Asset on the Financial Statements”

LIKE, Tweet and Vote for
Value People as an Asset on the Financial Statements
by the HIP Investor team.

What is your organization’s most important asset? CEOs often respond that the organization’s people are its greatest asset. But if this is true, where are people accounted for in the financial statements? Today, people are generally classified as expenses on the income statement and liabilities on the balance sheet — not as an investable asset. Thus when CEOs seek to increase profit, they cut costs — like people — rather than investing in assets — like people — that can appreciate. 



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

The views expressed by R.Paul Herman and Shilpa Andalkar 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 at http://adviserinfo.sec.gov). 

Managed accounts may lose value and risk possible loss of principal.  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.



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