ESG Data Guide 2024

HIP Investor - Climate, Impact and ESG Fund & ETF Ratings

Data category

  • Environmental data
  • Governance data
  • Indices/Exchange data
  • Rankings
  • Ratings
  • Research data
  • Social data

The data offers solutions for:

  • Carbon footprinting
  • Climate scenario analysis
  • Environmental impact analysis and insight
  • Geospatial/location data
  • Investment decisions and portfolio insight
  • Nature-based information
  • Nature-based information: Water
  • Norms-based screening
  • Physical risk
  • Reporting: CSRD
  • Reporting: EU Regulations
  • Reporting: ISSB standards
  • Reporting: Impact
  • Reporting: Other Regulations
  • Reporting: SEC climate
  • Reporting: SFDR
  • Reporting: TCFD
  • Reporting: TNFD
  • Reporting: UN SDGs
  • Social impact analysis and insight
  • Temperature alignment
  • Transition plan assessments

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?

The data used to generate HIP Ratings is collected through publicly available resources, as well as through non-public subscription databases. To be considered for inclusion in a sector's scorecard, a data source must meet the following three requirements:

  1. Values must be a quantitative metric of an issuer's impact on people, planet or trust.
  2. There must be a direct relationship between the data point and the future risk potential of a bond issuer at any point across the full duration of the bond.
  3. Data set must deliver significant coverage across the peer universe, providing a performance range and appropriate context for data verification and comparison.
    In sourcing data, HIP strives to acquire the most quantitative, comparable, and comprehensive metrics according to these criteria that apply to each given sector.

HIP sources data from dozens of sources, including:

  • Issuers and obligors of muni bonds
  • Government databases
  • Non-profit datasets
  • For-profit databases
  • Academic research

HIP sources, cleans, quality-checks, and tests the distributions of the results. As HIP produces, published, and licenses Ratings, our analysts are very attentive to quality, accuracy, and analytical rigor.

What is the cost for your data offering?

Prices for Funds HIP Ratings start at $2,000 per month covering 500+ mutual funds and ETFs; additional fees for HIP Pillars and HIP Metrics.  Special pricing for SDGs Ratings.