ESG Data Guide 2024

HIP Investor - ETF Fund Ratings

Data category

  • Rankings
  • Ratings
  • Research data

The data offers solutions for:

  • Climate scenario analysis
  • Environmental impact analysis and insight
  • Investment decisions and portfolio insight
  • Nature-based information: Water
  • Reporting: Impact
  • Reporting: SFDR
  • Reporting: UN SDGs
  • Social impact analysis and insight

Who are the data users?

  • Corporates
  • Financial institutions
  • Government
  • Investors
  • Trustees

Brief description of the data offering

HIP Ratings can also help identify and manage future risk, with a strong focus on exposures connected to ESG factors. By analyzing HIP Ratings and Sharpe ratios (return-per unit-of-risk), historically higher HIP Ratings can correlate with better returns for the same amount of risk.

HIP uses a materiality lens, focusing on metrics that address both Human Impact & Profit (HIP). Investing in the education and well-being of employees, optimizing natural resources, and building trust with society are likely to be positive returns on investment. Engaged employees can outperform disengaged. Efficient use of energy, land, water and other resources enhances operating margins and frequently avoids future price shocks. Higher revenues and lower costs can result from higher sustainability performance.

Where and how do you source your data?

HIP Investor’s proprietary, evidence-based scoring methodology maps to Impact, ESG and the UN SDGs. Our comprehensive corporate ESG data is secured and aggregated from multiple sources. This includes publicly available corporate data sources, as well as other data collected by the HIP team from sources such as The American Customer Satisfaction Index (ACSI) and the Human Rights Campaign (HRC). HIP updates its ratings monthly to include the most relevant metrics and capture companies with different reporting cycles to disclose on impact, ESG and SDG metrics. HIP strives to utilize the most recently available data to provide the investor with the most up to date disclosures available.

What is the cost for your data offering?

Prices for Funds HIP Ratings start at $4,000 per month covering 1,000 mutual funds and ETFs; additional fees for HIP Pillars and HIP Metrics.  Special pricing for SDGs Ratings.

Contacts

nick.gower@HIPinvestor.com