New Strategies ​for​ Impact Invest​ing​ across All Asset Classes

1. New Strategies for Impact Investing across All Asset
Classes
Paul Herman, HIP (Human Impact + Profit) Investor Inc. @hipinvestor
Bridget Croke, Closed Loop Fund @bridgetcroke
Garvin Jabusch, Green Alpha Advisors @Garvin1313
Robert Fernandez, Breckinridge Capital Advisors

2. Health
Wealth
Earth
Equality
Trust
HIP’s Factors Connect Directly to
Cash Flow, Profit and Shareholder Value
Products
& Services
Operating
Metrics
Mgmt
Practices
I
M
P
A
C
T
“How HIP Is This Investment?”
HIP = Human Impact + Profit
Strategic
Innovation &
Risk
Mitigation
Higher
Revenue
potential
Lower
Cost
potential
CONFIDENTIAL © 2006-2015 HIP Investor Inc. 1

3. 3
Financials
Real Estate
Real Estate
Inv Trusts
Office REITs Non LEED Certified
LEED Certified
LEED Silver
LEED Gold
GICS
Structure
HIP
Extension
LEED Platinum
How to Go Greener – Green Revenue
CONFIDENTIAL © 2006-2015 HIP Investor Inc. 2

4. HIP Measures Knowable-Yet-Ignored Factors
Not Captured on Financial Statements
Smarter Beta:
Value-Creation
Fundamentals
People As
An Asset
Natural Resource
Efficiency
Governance &
Stakeholder Mgmt.
Transparency of
Risks & Opportunities
CONFIDENTIAL © 2006-2015 HIP Investor Inc. 4
Key Drivers of
Value + Risk
+ Customer Satisfaction
+ Employee Retention
+ Oil & water use
+ Energy mix
+ Board & team diversity
+ Supply chain mgmt.
- Legal exposure
- Lobbying ratio
Knowable
Yet Ignored
Not on
Financial
Statements

5. HIP SUSTAINABLE REAL ESTATE - TOP 10
(2015)
Ranked Company Ticker HIP Rating
1. Weyerhaeuser WY 65.3
2. ProLogis PLD 51.5
3. AvalonBay AVB 51.0
4. Jones Lang LaSalle JLL 50.6
5. HCP Inc. HCP 50.1
6. Kimco Realty Group KIM 45.7
7. General Grwth Properties GGP 42.3
8. Vornado Realty Trust VNO 41.9
9. Plum Creek Timber PCL 41.5
10. Boston Properties BXP 40.8
CONFIDENTIAL © 2006-2015 HIP Investor Inc. 5

6. HIP Sustainable Real Estate
(as of 9/30/2015)
•Income: 4%+ Yield
•Impact: Top-quartile HIP
•Diversification: 0.69 Beta
CONFIDENTIAL © 2006-2015 HIP Investor Inc. 6