Diversification has often been considered a cornerstone strategy in active management for helping achieve long-term success for your clients. However, diversifying with commodities continues to be an area where advisors need more information, especially during volatile inflationary periods.
Join the experts at Harbor Capital Advisors and VettaFI for a webcast on the complexities of diversifying portfolios with commodities.
How commodities may potentially offer compelling returns, even during challenging market conditions.
How Harbor Capital Advisors and Quantix are working together to show you why they believe commodities serves as a strategic cornerstone for your clients' portfolios.
The Harbor Commodity All-Weather Strategy ETF (HGER) which seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Quantix Commodity Index.
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional
development activities in their online CE tracker.
Harbor Capital Advisors
Chief Investment Officer
Quantix Commodities LP
For Institutional Use Only – Not for Distribution to the Public
Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing. All investments involve risk including the possible loss of principal.
The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice.
Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.
There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. A non-diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio.Commodity Risk: The Fund has exposure to commodities through its and/or the Subsidiary’s investments in commodity-linked derivative instruments. Authorized Participant Concentration/Trading Risk: Only authorized participants (“APs”) may engage in creation or redemption transactions directly with the Fund. Commodity-Linked Derivatives Risk: The Fund’s investments in commodity-linked derivative instruments (either directly or through the Subsidiary) and the tracking of an Index comprised of commodity futures may subject the Fund to significantly greater volatility than investments in traditional securities.
Investing entails risks and there can be no assurance that any investment will achieve profits or avoid incurring losses.
Quantix Commodities LP is the subadvisor for the Harbor Commodity All-Weather Strategy ETF and the Harbor Energy Transition Strategy ETF.
Diversification does not assure a profit or protect against loss in a declining market.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.