Harbor and PanAgora Partner for New ETF Launch on the NYSE

How INFO ETF Works

Actively-managed, the INFO ETF

primarily invests in large-cap U.S. stocks, including common and preferred shares. At least 80% of its assets go into companies within the Russell 1000 or S&P 500 Index, which currently includes firms with market capitalizations from $170 million to $3.5 trillion.

The manager, PanAgora Asset Management, uses a bottom-up approach combining fundamental and quantitative analysis to identify companies with strong financial health, solid management, and competitive advantages.

ESG factors, like resource efficiency and board quality, are also considered to enhance performance. The fund uses proprietary models and risk management tools to build and optimize a portfolio for long-term growth.

Why Investors Should Consider INFO ETF

PanAgora is one of the leaders in quant space with over 35 years of experience. The firm leverages a strong research platform, an extensive alpha factor library, and leading technology to drive a systematic investment process. INFO utilizes PanAgora’s distinctive alpha model to build a portfolio that aims to outperform the S&P500 over a market cycle.

The Fund may be appropriate as a substitute for passive S&P 500 exposure or as a complement to active, fundamental approaches driven by PanAgora’s proprietary alpha model. The Harbor PanAgora Dynamic U.S. Large Cap Core ETF seeks to give access to potential alpha generation with a total expense ratio of 35 basis points.

Kristof Gleich, President & CIO at Harbor Capital Advisors said, “Our partnership with PanAgora is a continuation of our commitment to identifying and partnering with differentiated boutiques that we believe can generate strong returns for our investors. We think INFO could serve as a cornerstone in client portfolios. We particularly like their mindset of continuous improvement and commitment to thoughtfully improving their model with new signals as opportunities present themselves – dynamic research is key, especially in this era where data and technology continue to evolve at a rapid pace.”

Gleich added, “We believe INFO offers a compelling opportunity to showcase the benefits of a storied, systematic approach to the large cap equities space.”

For more information about INFO, visit their official fund page.

About Harbor Capital Advisors

Harbor Capital Advisors is an asset manager with an AUM of $60.0 billion as of June 30, 2024 and is known for prudently curating a suite of active ETFs, mutual funds, and collective investment trusts from boutique managers. Advisors looking for distinct and differentiated investment options for their clients’ portfolios often connect with our obsession to find what we believe are the best and most bold solutions that have the potential to produce compelling risk-adjusted returns.

Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.