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J.P. Morgan's Sixth Human Capital Factor Report Highlights Persistent Alpha and Multi-Factor Performance
We are delighted to share that J.P. Morgan published their sixth research note on the Human Capital Factor® (HCF) – the data-driven measure of how a motivated, effective, and engaged workforce can meaningfully boost investment returns. Highlights include: Portfolios built around HCF-strong companies have outperformed the market by about 4 percent a year on average, with lower drawdowns and steadier long-term gains. High-scoring firms show faster earnings growth, better profi
4 days ago


A Management Anti-Fad That Works, According to Arthur Brooks in The Atlantic
New fads are constantly emerging in the world of management, but many fail to deliver on their promise of increased productivity. In an...
Aug 13


BMO Launches Human Capital Factor US Equity ETF
The BMO ETF will primarily invest in companies that score highly in the management of human capital, which seeks to link company culture and equity performance in a quantifiable factor.
Jun 12


Can the ‘Alpha in the Elevators’ Give Active Managers the Edge They Need?
New from Institutional Investor: "Can the ‘Alpha in the Elevators’ Give Active Managers the Edge They Need?" James Walker, Irrational...
Jun 10
Human Capital Factor® in the News
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