WHAT IS AN IMPACT-RATED BOND PORTFOLIO?
All investing – including muni bonds, corporate bonds and agency bonds – cancreate human impact and potential profit potential. Since enterprises can choose to create value for society as well as shareholders, those firms can be more financially stable and successful, and form the foundation of a stronger portfolio. HIP Investorquantifies the human, social, and environmental impact of each investment. HIP's scoring and ratings enable SNW to constructportfolios that seek both profit and impactfor you.
WithHIP impactscores, portfolio can seek more impact and profit. HIP’s in-depth analysis can score each assetclass, fund or security by its quantifiable humanimpact and profit potential, as seen here:
HOW DO IMPACT-RATED BOND PORTFOLIOS BENEFIT INVESTORS?
Impact-rated bond portfolios from SNW+ HIP benefits investors in three compelling ways:
1) More information on the human, social and eco-impact created from your bond portfolios
2) Increased accountability for results related to the underlying bond issuers
3) Catalyst and incentives for issuers to pursue higher performance as well asmitigating unseen risks
HOW DO WE CUSTOMIZE PORTFLIOS FOR IMPACT INVESTORS?
Our mission is to provide customized fixed income solutions to meet the needs and objectives of our clients. We focus on maximizing income for our clients, while paying strict attention to the type and amount of risk to which a client’s portfolio is exposed.Our risk management filter is achieved by performing thorough, ongoing in-house credit analysis. We also actively manage interest rate and sector exposure. Further, we focus on a longer-term investment horizon and are not held to any one benchmark.
SNWbuilds impact-based portfolios by applying a HIP scoring filter (on a per security basis)which allows us to quantify the overall Human Impact. The end result is a portfolio that meets our clients’ unique investment needs and objectives and that is optimized to seek the greatest Human Impact + Profit.
WHO IS SNW?
SNW Asset Management (“SNW”) began as a subsidiary of Seattle-Northwest Securities Corporation (est. 1970) in 2002, specializing in US dollar denominated fixed-income investments. We have grown to over $1.42 billion in assets under management, serving 700 clients on a separate account, actively managed basis. SNW serves individual investors, corporations, trusts, government entities, and non-profit organizations from our offices in Seattle and Portland.
WHO IS HIP INVESTOR?
HIP Investor Inc. provides institutions, foundations, family offices, families and individuals and their advisers:
1) Impact Investing: Position your portfolio to make a positive impact on the world
2) HIP Ratings: Learn how much positive impact each of your portfolio holdings creates
WHO TO CONTACT
For more information on Impact-Rated Bond Portfolios, our fixed-income strategies that includeImpact Investing, how to invest with us -- or how we can help improve your business and best serve your clients, please contact:
Mark Baker or Brian Hanson
Business Development & Client Service
1420 Fifth Avenue | Suite 4300 | Seattle, WA 98101
Phone (206) 689-2732 | (866) 769-2773