What unique strengths do women bring to the financial industry? How about, what unique strengths don’t they bring! Listen to what some of the women of Harbor Capital Advisors, Inc. had to say about why this industry is better because of our female colleagues. Huge thank you to all of these ladies for sharing their perspectives: Tara (Pazinski) Harkins, Sarah Weddle, Johanna Vogel, Heather S. Dondis, Carla Mattar, Jamie Lee, Ankita Chaudhari, CSM?, Lana Lewandowski, Heather Freeman, Colleen O'Donnell, MBA, Onyekachi Kane, CPA, Lora Kmieciak, Mary (Bernhard) Gordon and Rebecca Muse-Orlinoff, CFA
关于我们
We’re an asset manager focused on curating an intentionally select suite of active ETFs that we believe have the potential to produce compelling, risk-adjusted returns within a portfolio. The next great solution can come from anywhere, and we’re passionately obsessed with the thrill of the chase. So, we aim to push boundaries and blaze trails. Our pursuit of excellence knows no bounds. Unconstrained by geography and uncompromising in our due diligence, we scour the globe to find boutique partners with bold solutions. The hidden gems you’re unlikely to find anywhere else. The masters of their craft. The true artisans. The innovative thinkers who are exceptional at what they do and leaders in their distinct areas of focus. There aren’t many of them. But we’re always looking, always learning, always improving. We seek to analyze from every angle, driven by an intense curiosity to understand what challenges advisors and how we can help them. We’re perpetual ponderers, non-stop thinkers, and market fanatics. The advisors who work with us are too. And we don’t just want to earn their trust – we want to keep it. That means sourcing solutions in an effort to outperform peers, working together to navigate market and product complexity, and digging into research with those who share our fervor for details. As a manager of managers for most of our products, our independence enables a level of objectivity that we believe few others share. We're only biased when it comes to quality, so we can make swift decisions about who we partner with and what we recommend. We love what we do, and the magic of success is something we want to share with our clients – and their clients. Ready to get active? Visit www.harborcapital.com. View Harbor’s Social Media Guidelines: https://bit.ly/harborsmguidelines. 2956648
- 网站
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https://www.harborcapital.com
Harbor Capital Advisors, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Chicago，IL
- 类型
- 私人持股
- 领域
- mutual funds、CIT、ETF、finance、financial advisor、advisor、financial planning、active management、active、asset allocation、multi asset、retirement、retirement planning、wealth、wealth management、RIA、investment advisors和behavioral finance
地点
Harbor Capital Advisors, Inc.员工
动态
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Could a market shock be just weeks away? Join Harbor Capital Advisors, Inc. for an exclusive conversation hosted by Kristof Gleich with long-short equity manager Kevin Shea, CFA, who sees eerie parallels to the 2000 Internet Bubble, and a potential major market catalyst on the horizon. What’s being overlooked? Don’t miss out on this expert discussion. Register now (Institutional Investors Only): https://lnkd.in/gFkaJHGp
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Three years ago we launched the Harbor Commodity All-Weather Strategy ETF (HGER) in partnership with Quantix Commodities . ?? Prior to founding Quantix, the team worked side by side for seven years at Goldman Sachs to run one of the largest commodity index portfolios, developed innovative trading techniques seeking to outperform commodity indices, and developed bespoke investor solutions. ?? Leveraging this expertise and experience in enhanced commodity index investing, the team developed the Quantix Commodity Index, which HGER aims to track. ?? The index employs a dynamic approach that seeks to represent a more thoughtful approach to commodities investing, considering each commodity’s inflation sensitivity and roll yield dynamics, and also incorporating a dynamic adjustment of its gold weighting for determined inflationary regimes. Find out why we believe this ETF is worth a look: https://lnkd.in/guGrfnd9
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Are you looking to build a financial advisory practice that truly puts clients first? This episode of The Active Advisor is for you! Steve Otten, CFP?, CRPC?, Executive Vice President at Seventy2 Capital Wealth Management, shares his client-centric investing philosophy – and why his younger-than-average age is an industry advantage. ?? YouTube - https://lnkd.in/gM37sfUT ?? Apple Podcasts - https://apple.co/3G00p06 ?? Spotify - https://spoti.fi/3lWkDRA
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In today's unpredictable market, how can advisors position portfolios to help manage risk and identify potential opportunities? Come be part of the conversation as we break it all down with our President & CIO Kristof Gleich and portfolio manager Jake Schurmeier. They’ll be sharing some actionable insights on the impact of global trade policies, economic shifts on investments, strategies for portfolio positioning, and risk management for long-term resilience. Register now: https://lnkd.in/gkHY76Ht
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Are you a female advisor looking to grow? Check out these wise words from some ladies we believe are worth listening to. A huge shoutout to Nicole Middendorf, Sarin A. Barsoumian, CFP?, CRPC?, and Mary Schmid, along with our own Mary (Bernhard) Gordon, Adela Ghinet, CFA, CAIA, and Rebecca Muse-Orlinoff, CFA for taking the time to participate and share some truly meaningful insights.
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Our research indicates that successful fixed income active managers rely most heavily on bottom-up security selection over allocation choices in an effort to generate alpha. Check out the video from our CIO below, where the Information Ratio, essentially a measure of how well you do relative to how much risk you take on, is quite striking. Without having to make large sector or rate bets, or taking on more relative portfolio risk, you’ll see that these managers were able to outperform both peers and the index across a range of return metrics. Our takeaway? Top-performing managers seem to take a disciplined approach.
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Meet an advisor who started from nothing, built a thriving advisory business, launched a music therapy not-for-profit, and is currently producing a beach volleyball documentary. If you believe in the power of hard work, you don’t want to miss this episode of The Active Advisor with Jeremiah Dellas, CFP??, CPFA??! ?? YouTube -?https://lnkd.in/gUrdGRtN ?? Apple Podcasts - https://apple.co/3G00p06 ?? Spotify - https://spoti.fi/3lWkDRA
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How are today’s investors accessing the bond market? Mainly via ETFs. In fact, this is the first time in history that flows into bond ETFs have significantly surpassed flows into bond mutual funds. As you can see in the graph below, net flows (70%), cumulative net flows (58%), and the ratio of cumulative net flows to total net assets (96%) show dominance from ETFs as a vehicle preference in comparison to mutual funds. Moreover, although active ETFs sit at only 4% of total net assets as of September 30, 2024, net flows since January 2019 drove their organic growth rate to 77%.?