Human Capital Factor®
The Human Capital Factor® applies workplace behavioral science, financial acumen and deep data science to capture the powerful connection between human capital and stock performance.
By understanding company culture and intrinsic employee motivation, we are able to transform these insights into high-returning investment strategies for our partners.
HUMAN CAPITAL FACTOR
LARGE CAP INDEX
The Irrational Capital – Human Capital Factor Large Cap Index is comprised of a proprietary filtering of the S&P 500 index. It is designed to select the best companies from this universe with respect to their Human Capital Factor® performance - a quantitative measure of the relationship between employers and their employees.
The HCF Large Cap Index is based on Irrational Capital’s research being applied to an extensive data universe of both public and private data sources containing corporate culture assessments. The index uses Irrational Capital’s proprietary, multi-factor scoring model to select companies for inclusion.
The ‘buy’ list, consisting of approximately 150 companies, is capitalization-weighted, sector constrained, and recast and rebalanced annually. The index is tracked by the Harbor Human Capital Factor Large Cap ETF (HAPI).
Structure
-
Index Provider: CIBC
-
Index Calculation Agent: Solactive
-
ETF Issuer/Fund Manager: Harbor Capital
Documentation*
Index Methodology
Index Performance
Tracking ETF Materials
*Note: By clicking the above links, you are leaving irrational.capital