ESG Data Guide 2023

HIP Investor - US Retirement Plans, including 401(k) and 403(b)

Data category

  • Rankings
  • Ratings

The data offers solutions for:

  • 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
  • Corporations offering Enhanced Benefits

Who are the data users?

  • Corporates
  • Financial institutions
  • Investors
  • Trustees

Brief description of the data offering

  • RATINGS of your 401(k) Fund Choices on Impact, as well as Returns and Fees
  • PORTFOLIOS that are higher impact, like Fossil-Fuel-Free Diversified allocations
  • TOOLS to optimize the impact of your 401(k) fund choices – As You Sow’s
  • EDUCATION: For participants on the overall impact of current plan offerings, and engage employees to pursue more positive impact at work.

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 HIP Ratings of 401(k)s depend on size, assets, and participants in the plan, and start as low as $1000 per year.