Why Advisors Need to Consider the Human Capital Factor® When Making Investments
Irrational Capital’s research has shown a distinct correlation between companies exhibiting positive workplaces and potential future profitability and stock outperformance. However, not all companies do an equal job of investing in their "human capital," opening a market inefficiency that has the opportunity to be exploited by the right active manager. Backed by compelling research, the human capital factor goes beyond sales projections and earnings estimates to evaluate businesses on their most overlooked intangible assets driving future equity returns: their workforce.
Join the experts at Harbor Capital Advisors and Irrational Capital to learn more about human capital factor investment strategy has the potential to generate additional alpha.
Topics will include:
- Why Harbor and Irrational Capital believe that their data shows that companies that do the right thing tend to perform well.
- An objective systematic framework for evaluating human capital, which is so often missed in traditional calculations of company value.
- Where we feel an ETF strategy that harnesses the human capital factor can fit into a diversified investment portfolio.
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.
Connor DelaneyDirector, Investment Specialist
Harbor Capital Advisors Inc.
Scott ColsonChief Investment Officer
Todd RosenbluthHead of Research