ESG Data Guide 2024

HIP Investor - Fossil Free, Impact and ESG US Retirement Plans, including 401(k) and 403(b)

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

  • 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
  • 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?

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