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|Click to view this email in a browser||HIP News & Events Update | November 2011|
IN THIS ISSUE:
I. "How to Be an Impact Investor": Want to learn? New Webinars and Presentations
MaRS works closely with entrepreneurs to help them launch, grow and scale their ventures into market leaders. We provide education, advisory services, market intelligence and access to talent, customers and capital. The MaRS Centre for Impact Investing is a national hub to increase the awareness and effectiveness of social finance to catalyze new capital, talent and initiatives dedicated to tackling social and environmental problems in Canada.5 STEPS TO BECOMING
AN IMPACT INVESTOR
1. Create an Investment Policy Statement that seeks impact as well as income and returns
2. Rate your portfolio's impact (use a HIP Scorecard)
3. Evaluate the impact of new investments (with a HIP Check)
4. Consider higher-impact portfolios (like the HIP 100 or the Global Sustainability 100)
5. Work with an investment adviser that values and integrates impact (e.g. HIP can manage your money from $30,000 to $30 million)
Also, see this review of the Finance for Good: Building Careers at Net Impact, and an interview (from Jacen Greene of Triple Pundit) of HIP's CEO from the 2011 conference -- attended by more than 2500 MBAs, graduate and undergraduate students and business professionals - all seeking to use business as a tool for good.
HIP regularly authors features for MatterNetwork, which is also syndicated on REUTERS, and shares our insights on how to be an impact investor::
-How HIP Are Your Holdings? Score for Human Impact + Profit
-How to Be Sustainable Across All Assets in Your Portfolio
-Where Does Your Cash Sleep at Night?
READ the features - also syndicated on REUTERS
"VICE vs. NICE":
Joyce Hanson of Advisor One writes "Doing good versus making money—that was the topic at the Javits Center in New York. In a sometimes feisty Oxford-style debate, portfolio managers and professors sparred over whether socially responsible investment has any business contributing to—or subtracting from—a company’s bottom line..." READ the September 29, 2011 FULL FEATURE HERE
GREEN OR GREENWASHING? Jeri Klein of Financial Advisor magazine READ the October 5, 2011 FULL FEATURE HERE
WALL STREET JOURNAL JAPAN Ms. Misako Hida of The Wall Street Journal Japan edition READ the October 14, 2011 FULL FEATURE HERE
FORBES.COM Aman Singh of Forbes.com READ the September 15, 2011 FULL FEATURE HERE
TRIPLE PUNDIT Raz Godelnik of Triple Pundit READ the October 5, 2011 FULL FEATURE HERE
@TimMohinAMD, Director of Corporate Responsibility at AMD, on TWITTER:
"Vice has opinions; NICE has evidence".
HIP Helps Ring
the NYSE Closing Bell
On Tues, 9/27/2011, HIP helped ring the NYSE closing bell, after the Dow 30 closed up 140 points.(Later that week, Warren Buffett helped open the NYSE by ringing the bell - the Dow 30 was down more than 140 points) The 20th century is giving way to the 21st century!
WATCH the Closing Bell video (1:12)
VIEW the Closing Bell photo
READ media release
NEW METRICS OF SUSTAINABLE BUSINESS:
What Are the New Metrics of Business? How Can You Implement Them at Your Firm?
* Environmental Profit and Loss Statement by PUMA footwear and PwC advisers and auditors
(Twitter Hashtag: #newmetrics)
In addition, many more examples of New Metrics are being pioneered. Nick Gower and Paul Herman of HIP guest-edited the month of October 2011 for Sustainable Brands' Issues In Focus series on "The New Metrics of Sustainable Business." Which ones will you implement?
+ Sustainable Strategy: (New Resource Bank, Customer Questionnaire) and (Better World Books, How Dumpster Diving can be a New Metric)
+ Sustainable Brands, Growth, and Products: (Guayaki's Chris Mann Interview), (Low Emmision Concrete), and (Sustainable Lasagna)
+ Sustainable Operations and Supply Chain: (Jim Sullivan on SAP's New Metrics), (Moving towards Sustainable Beer), and (Fishing for Excellence)
+ Sustainable Finance and Capital (Hoop Fund), (Profit to the Peaceful), and (People as an Asset)
The ReCap from the Future of Sustainable Business Metrics Conference can be found HERE
Hosted by the Wharton School of Business and sponsored by SAP & PwC with media sponsor CFO.com, exciting in-depth exploration of the new metrics of business, including "Human Value Added: People as an Asset on the Balance Sheet", "Valuing Eco-System Services" and "Integrating Sustainability into Financial Reporting"
If PEOPLE are the
most valuable ASSET,
where are they
on the FINANCIAL STATEMENTS?
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.
Currently, HIP has yet to discover any U.S. or European firms who account for people in this way? Yet several global firms based in India, like Infosys and Tata do.
Will YOUR FIRM be the 1st to do so? EMAIL us at HIP if you want to lead the way - or already are.
"Put People on the Balance Sheet as an Asset: Bring Financial Statements into the 21st Century"
Co-authored by R. Paul Herman and
Tom Bowmer, HIP's Corporate Financial Analyst
READ THE DETAILS here in:
Huffinginton Post's Business section
Celebrate Impact Investing @
The HIP Holiday HOP
We will be celebrating the Holidays and Impact Investing with innovators, collaborators and friends.
HOW HIP IS YOUR PORTFOLIO?
Are you positioned to be more HIP? Can you be 100% invested for impact by 2020?
Ask R. Paul Herman, Chief Executive Officer and a registered representative of HIP Investor, Inc., an investment adviser registered in California, Washington and Illinois. (HIP also has investor clients in New York and Wisconsin.)
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.
The views expressed by R.Paul Herman are for informational and educational purposes only, and are not investment recommendations or an offer of securities.
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.
* HIP100 Disclosure and Assumptions: The HIP Portfolio results represent the results of actual trading since inception by means of the application of a model, assuming a $100,000 beginning portfolio. Client results may differ depending on the size of account, timing of trading and reinvestment of dividends. There are inherent limitations of showing composite portfolio performance based on model results. Unlike actual client-performance records (which can vary by client), 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 client-specific 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 reporting 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 partly a function of this market environment. If this environment were to change materially, the model results portrayed by HIP would, in all likelihood, reflect results different from those portrayed.
NASDAQ®, OMX®, NASDAQ OMX®, and NASDAQ OMX CRD Global SustainabilitySM Index, are registered trademarks, trade names and service marks of The NASDAQ OMX Group, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by HIP Investor Inc. The Product/Portfolio(s) have not been passed on by the Corporations as to their legality or suitability. The Product/Portfolio(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the product/portfolio(s).
All other trademarks are property of their respective owners.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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