From the Inside Flap
Is it possible to make bigger profits while building a better world? Yes, if you are a HIP investor. Most investors have focused on a capitalist approach--chasing short-term financial gains, but risking societal, environmental, and economic stability. An increasing minority follows a socially responsible philosophy--excluding "bad" companies from their portfolio--that often leads to lower long-term returns. A third way, transformational for the investing world, is revealed in this book: a "HIP" approach that can realize the bigger profits that capitalists seek while building a better world that the socially conscious desire. HIP stands for Human Impact + Profit. With this book, you'll discover exactly how to incorporate it into your investment portfolio.
In The HIP Investor, R. Paul Herman--creator of the HIP methodology and a leading investment manager--introduces a systematic approach for investors that is designed for more attractive profits and positive human, social, and environmental impact. Based on comprehensive research of the S&P 500, HIP assesses and values measurable results over well-intentioned policies and philosophies, and shows how higher-performing companies can deliver both human impact and profit for shareholders. This HIP approach is shown to outperform the financial returns of the S&P benchmark in both up and down markets.
Written for investors of all types and their financial advisors, this detailed guide will help you construct a portfolio of firms that are boosting their bottom line by meeting five core human needs. Leading firms benefit customers, engage employees, and deliver sustainable, profitable growth for their investors through innovative products, measures, and decision making. Each chapter reveals a fundamentally strong analytical approach enriched with real-world case studies that show you how your portfolio can capture substantial financial returns and generate positive impact while also mitigating risks.
As a reliable resource for investors, The HIP Investor
- Provides a new set of questions and tools to build a solid HIP portfolio across all asset types, including stocks, bonds, and real estate
- Outlines "the new fundamentals" of investing and how to perform a full quantitative assessment of a company's Human Impact + Profit potential
- Highlights which companies in the S&P 500 are the most and least HIP, based on their products, metrics, and decision making
- Shows you "how to be more HIP" in how you invest, where you work, and what you buy
- And much more
If you're looking for a fundamentally strong, long-term systematic approach to your investments that can generate attractive profits for your portfolio while building a better world, this book has the tools you need to succeed. After reading The HIP Investor, you'll discover how to position your portfolio, your company, and your life for more Human Impact + Profit.
R. PAUL HERMAN created the HIPSM methodology for investors worldwide to realize Human Impact + ProfitSM. Herman advises investors and manages portfolios (including the HIP 100 Index) using "The HIP ScorecardSM" featured in Fast Company magazine and at www.HIPinvestor.com. Herman's financial acumen was honed at the Wharton School and McKinsey & Co., and he accelerated social entrepreneurs at Ashoka.org and Omidyar Network. Herman advises leading corporations (including Walmart and NIKE) and foundations on how to be more HIP. His insights have been quoted in the Wall Street Journal, Fortune, Forbes, BusinessWeek, and on CNN and CNBC.
