Search Results
An Advisor’s Guide to High-Performing Compounders
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.
OSEA Risks: 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. Investing in international and emerging markets poses special risks, including potentially greater price volatility due to social, political and economic factors, as well as currency exchange rate fluctuations. These risks are more severe for securities of issuers in emerging market regions. 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.
The Subadvisor considers certain ESG factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors.
Diversification does not assure a profit or protect against loss in a declining market.
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.
The views expressed herein are those of the investment professionals at the time the comments were made. They may not be reflective of their current opinions, are subject to change without prior notice, and should not be considered investment advice.
C WorldWide is a third-party subadvisor to the Harbor International Compounders ETF.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
3074892
Being Different From Index ETFs Can Add Value

What’s inside an ETF really matters. This is an argument I’ve been making for more than a decade. However, with the growth of alternatively weighted index ETFs and actively managed products, this has become even more notable.
How Thematic ETFs Differ From Sector Funds

Industrial securities are unloved by financial advisors. However, it is the backbone of a relatively popular sector ETF and two relatively new thematic ETFs positioned to benefit from transformational changes. Perhaps they want to dive deeper into the fundamentals with us during the VettaFi Equity Symposium on September 21.
Going ‘Back to School’: Portfolio Construction in the New Normal
As investors consider the complicated environment we live in, building a portfolio requires a robust understanding of market sentiment, volatility, styles, and positioning. Strategies centered around sector rotation that put volatility top of mind or asset allocation strategies that have smart, tactical risk management can help advisors construct a portfolio to meet the moment.
Join a panel of experts from State Street Global Advisors, VettaFi, Horizon Investments, and Main Management for an in-depth webcast.
Successful Active Equity ETF Managers to Answer Questions

With actively managed ETFs, advisors and clients are willing to pay a premium relative to investing in an index-based approach. However, they want to be rewarded. In 2023, VettaFi is seeing this occur and is eager to share more about some of these active equity ETF strategies.
NASDAQ 100 ETF Exposure Comes in Many Forms

While there are lots of reasons to celebrate the growth stocks inside the NASDAQ 100 index, some advisors might be looking for alternatives to the market-cap weighted index ETFs that reduce their risk profile. Thankfully there are some choices to consider.
Why Municipal Bonds Matter
Municipal bonds are an often overlooked corner of the fixed income space. Because they are tax exempt, munis give investors efficient, low-risk income. Join the experts at Goldman Sachs and VettaFi for a webcast discussing a muni strategy that prioritizes 1-to-15-year maturities within the investment grade municipal bond universe.
Electric Vehicles Adoption Soars – Here's What to Do
Electric Vehicle adoption is outpacing estimates. With widespread adoption on track in China and big investments pouring in for the US, EVs continue to be excellent investment opportunities.
Join the experts at VettaFi and Defiance ETFs for a webcast that digs into an actively managed, pure EV play.
LiveCast: Boost Your Portfolio Through AI Insights
It is no secret that AI is going to bring with it sweeping societal change. Part of this change will be in how investing is done. AI gives investors an important tool that can rely exclusively on data, creating bias-free investment decisions. Join the experts at QRAFT and VettaFi for a 30-minute LiveCast on August 17th as they unpack what AI means for investors.
The Fixed Income Environment – Understanding Risks and Opportunities
With market uncertainty prevailing, the fixed income sector could produce potentially attractive income streams. The unusual market environment is forcing investors to rethink their fixed income priorities and explore new and exciting opportunities in the space.
Mid-Year Outlook for Stocks, Bonds and the Economy
Join VettaFi and WisdomTree's thought leaders for a discussion on those and other critical issues, and help advisors respond to client questions and concerns about their wealth.
Captaining the Ship Amidst a Changing Interest Rate Backdrop
Companies that consistently grow their dividend distributions tend to be companies with strong revenue and free cash flow at their disposal. Given the importance of dividends in down and volatile markets, dividend growth could be even more critical as the markets face uncertainty. Join the experts at Harbor Capital and VettaFi for a robust discussion on dividend growth strategies.
Topics covered will include:
- The benefits of dividend growth.
- How distributions can act as a life vest in volatile markets and challenging environments.
- The outsized income potential available for investors who focus on dividend growth strategies.
Why Tech and Industrial REITs Stand Out
The real estate market has been challenging, but specific real estate sectors may present opportunities. Data and infrastructure real estate enables technology that is critical for AI, Bitcoin, cloud networking, 5G and e-commerce. Industrial real estate has become crucial for e-commerce distribution and logistics networks. Join Pacer ETFs and VettaFi as Pacer celebrates the 5th anniversary of two popular REIT strategies.
Topics will include:
- An overview of REITs and what makes them special.
- A breakdown of the companies making an impact in data and infrastructure REITs and industrial focused REITs.
- How REITs can diversify your portfolio and may give your income an edge.
As Market Uncertainty Looms, Think Defensively
The market faces unprecedented headwinds as the debt-ceiling crisis looms large. Investors can look into defensive strategies that can potentially navigate the choppy waters of the current and projected market environment. Quality, low volatility, and dividend yields are all factors that can help position a portfolio to weather even the toughest of storms. Join the experts at Invesco and VettaFi for an important webcast discussing strategies that incorporate defensive factors.
Topics will include:
- An overview of the current market backdrop and why defensive factors can make sense
- How quality, low volatility, and dividend yield factors can prepare portfolios for rocky markets
- An overview of a series of strategies that focus on different defensive factors and implementation ideas to consider for your portfolios
Know Your Alternatives: A User’s Guide for Implementing Alternative Strategies
In 2022, both fixed income and equities stumbled, creating greater focus on alternatives. As market headwinds continue to remain strong, investors are increasingly turning to alternative strategies to increase diversification, address higher rates, and mitigate risk. Join the experts at Swan Global and VettaFi for a webcast that digs into where alternatives can fit in a portfolio.
Topics will include:
- Assess risks and return possibilities in various non-traditional strategies.
- A due diligence framework for analyzing alternatives.
- A portfolio construction primer that explores how alternatives complement each other as well as traditional strategies
Balancing Recession and Recovery
Join the experts at State Street Global Advisors, Confluence Investment Management, Riverfront Investment Group, and VettaFi for a discussion about the state of the markets.
VettaFi Honored As Finalist for 2023 “Wealthie” Award In Research Innovation

Earlier this month, WealthManagement.com announced the finalists for its 2023 Industry Awards (the “Wealthies”). VettaFi is one of two firms to be recognized for outstanding achievement in research innovation. The Wealthies was the first award program of its kind to honor companies, organizations, and individuals supporting financial advisor success.
Why Your Income Portfolio Needs Energy Infrastructure
Exposure to MLPs and Midstream can help investors enhance their income generation and enjoy diversification benefits. Join the experts at VettaFi and SS&C ALPS Advisors for a webcast covering the terrific yield potential in energy infrastructure.
The Importance of Dividends and Value during Uncertain Times
As markets going forward remain extremely uncertain, investors should consider the importance of adding income and value to their core portfolios that tend to be overly tilted to growth stocks. On May 2nd, join the experts at SS&C ALPS Advisors and VettaFi as they host a webcast digging into their suite of DOGs ETFs, which offer elevated income and value opportunities while helping to smooth out sector volatility.
Was 2022 The Best Year for ETF Industry?
In this 30-minute livecast, get caught up on the latest ETF trends and what's ahead from VettaFi's Head of Research and the Director of Research from ETF Think Tank. Have questions about our Exchange conference? We'll be answering those too! By registering for the livecast, you will also be eligible for a complimentary Exchange registration.
ETF Funds: Growth Strategies for Advisors in 2023
In this interactive session with three VettaFi Voices, you will learn where the money flowed into and out of in 2022, how advisors are utilizing ETFs in their practice to meet strategic and tactical client objectives, and what the focus will be in the year ahead. Get smarter about one of the most popular financial products and understand how they can help keep clients on the path to their financial goals.