James Rosenthal - Harbor ETF Non-Executive Director
| INFO Etf | USD 20.78 0.07 0.34% |
Mr. James A. Rosenthal is Independent Director of the Company. Mr. Rosenthal is the Chief Executive Officer of BlueVoyant, a global cybersecurity services firm. Until December 2016, Mr. Rosenthal was Executive Vice President and Chief Operating Officer of Morgan Stanley, a member of Morgan Stanleys management and operating committees, Chairman and CEO of Morgan Stanley Bank, N.A., and Chairman of Morgan Stanley Private Bank, N.A. Mr. Rosenthal was previously head of corporate strategy of Morgan Stanley, Chief Operating Officer of Morgan Stanley Wealth Management and head of firmwide technology and operations for Morgan Stanley. Prior to joining Morgan Stanley, Mr. Rosenthal served as Chief Financial Officer of Tishman Speyer from 2006 to 2008. From 1999 to 2005, he served as the head of Corporationrationrate Strategy and Corporationrationrate Development at Lehman Brothers and as a member of the Management Committee. Mr. Rosenthal was with McKinsey Company from 1986 to 1999, where he was a senior partner specializing in financial institutions. Mr. Rosenthal was on the board of Intarcia Therapeutics, Inc, a private company, since June 2017. From April until October 2017, Mr. Rosenthal was a director of On Deck Capital, Inc. Mr. Rosenthal was a trustee of the Lincoln Center for the Performing Arts until 2018. Mr. Rosenthal also formerly served as chairman of the board of the Securities Industry and Financial Markets Association . Mr. Rosenthal holds a BA from Yale University and a JD from Harvard Law School. Mr. Rosenthal brings to the Board cybersecurity experience, as well as extensive experience gained as chief operating officer of one of the worlds largest financial institutions.
| Age | 66 |
| Tenure | 10 years |
| Phone | 44 20 7260 2000 |
| Web | https://www.ihsmarkit.com |
| Issuer | Harbor Capital Advisors |
| Inception Date | 2024-10-09 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 5.7 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Harbor Capital Advisors, Inc. |
Harbor ETF Management Efficiency
The company has return on total asset (ROA) of 4.36 % which means that it generated a profit of $4.36 on every $100 spent on assets. This is normal as compared to the sector avarege. Similarly, it shows a return on stockholder's equity (ROE) of 7.07 %, meaning that it created $7.07 on every $100 dollars invested by stockholders. Harbor ETF's management efficiency ratios could be used to measure how well Harbor ETF manages its routine affairs as well as how well it operates its assets and liabilities.Management Performance
| Return On Equity | 7.07 | |||
| Return On Asset | 4.36 |
Harbor ETF Trust Money Managers
| Jacques Esculier, Independent Director | ||
| Jonathan Gear, Executive Vice President, President of Resources, Transportation and Consolidated Markets and Solutions | ||
| JeanPaul Montupet, Independent Director | ||
| Lance Uggla, Chairman of the Board, Chief Executive Officer | ||
| Adam Kansler, Executive Vice President, President of Financial Services | ||
| Gay Evans, Independent Director | ||
| Ruann Ernst, Independent Director | ||
| Deborah Orida, Independent Director | ||
| Dinyar Devitre, Non-Executive Director | ||
| Deborah McWhinney, Independent Director | ||
| Nicoletta Giadrossi, Independent Director | ||
| Edouard Tavernier, Executive Vice President - Transportation | ||
| Robert Kelly, Non-Executive Lead Director | ||
| Sari Granat, Executive Vice President, Chief Administrative Officer, General Counsel | ||
| Edmund Browne, Independent Director | ||
| Brian Crotty, Executive Vice President - Global Energy and Natural Resources | ||
| William Ford, Non-Executive Director | ||
| James Rosenthal, Non-Executive Director |
Harbor Etf Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right etf is not an easy task. Is Harbor ETF a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 7.07 | |||
| Return On Asset | 4.36 | |||
| Profit Margin | 13.53 % | |||
| Operating Margin | 37.89 % | |||
| Current Valuation | 52.55 B | |||
| Shares Outstanding | 398.84 M | |||
| Shares Owned By Insiders | 6.92 % | |||
| Shares Owned By Institutions | 91.18 % | |||
| Number Of Shares Shorted | 17.13 M | |||
| Price To Earning | 70.07 X |
Pair Trading with Harbor ETF
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Harbor ETF position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Harbor ETF will appreciate offsetting losses from the drop in the long position's value.Moving against Harbor Etf
The ability to find closely correlated positions to Harbor ETF could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Harbor ETF when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Harbor ETF - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Harbor ETF Trust to buy it.
The correlation of Harbor ETF is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Harbor ETF moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Harbor ETF Trust moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Harbor ETF can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Harbor ETF Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of Harbor ETF Trust is measured differently than its book value, which is the value of Harbor that is recorded on the company's balance sheet. Investors also form their own opinion of Harbor ETF's value that differs from its market value or its book value, called intrinsic value, which is Harbor ETF's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Harbor ETF's market value can be influenced by many factors that don't directly affect Harbor ETF's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Harbor ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if Harbor ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harbor ETF's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.