EEA YouTube Show May 7, 1 pm ET: Looking for Performance Alpha Through Human Capital
The CEO of a leading financial services firm and a business valuation expert together will discuss the search for “alpha” or excess returns in stock market investing and business valuations by better understanding the people factor in value creation.Click here for links to information about EEA engagement solution providers.
In an Enterprise Engagement Alliance YouTube Show, Tue., May 7 at 1 pm ET. Kristof Gleich, President and Chief Investment Officer of Harbor Capital Advisors, Inc., and Dave Bookbinder, Executive Director, Valuation Services, at Haefele Flanagan will discuss progress in the ability to predict superior long-term returns in organizations that successfully invest in human capital.
Click here to register for the live event May 7 at 1 pm ET.
Harbor Capital is a 35-year-old Chicago-based investment firm that markets several ETFs (exchange-traded funds) focused on human capital. Harbor Capital has embraced the methodology of Irrational Capital, a Pennsylvania investment research firm. Irrational’s mission is to use “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.”
In the show, Gleich will discuss the reasoning behind the Irrational Capital investment analysis framework, the results so far, and the extent to which he believes investors will begin to seriously address people issues in portfolio management. He will also share information on his approach to leadership and culture at his own company, which was recently recognized as a top workplace by USA today for the third year in a row.
Harbor Capital’s HAPY fund is based on Irrational Capital’s analysis framework that takes into account what the company calls “The Human Capital Factor...which strives to deeply understand company culture and intrinsic employee motivation as a potential driver of stock performance...The index underlying HAPY takes a socially conscious approach that aims to access the potential alpha opportunity of strong corporate culture. The Human Capital Factor is grounded in a robust, nonreplicable dataset of both public and proprietary sources, covering 2,200+ public firms, 10 million plus employee responses totaling 500 million plus data points.”
Haefele Flanagan, founded in 1967 and based in New Jersey, is an accounting firm with a corporate valuations department. Bookbinder, Executive Director of Valuation Services, has authored two books on the impact of people on business performance: The New ROI: Return on Individuals, and The New ROI: Going Behind the Numbers. He will discuss why he has helped lead the quest to take human capital factors more seriously in the world of human capital valuations, the factors standing in the way, and possible paths for progress.
Click here to register for the live event May 7 at 1 pm ET.
ESM Is Published by The EEA: Your Source for Effective Stakeholder Management, Engagement, and Reporting
Through education, media, business development, advisory services, and outreach, the Enterprise Engagement Alliance supports professionals, educators, organizations, asset managers, investors, and engagement solution providers seeking a competitive advantage by profiting from a strategic and systematic approach to stakeholder engagement across the enterprise. Click here for details on all EEA and ESM media services.
1. Professional Education on Stakeholder Management and Total Rewards
- Become part of the EEA as an individual, corporation, or solution provider to gain access to valuable learning, thought leadership, and marketing resources to master stakeholder management and reporting.
- The only education and certification program focusing on Stakeholder Engagement and Human Capital metrics and reporting, featuring nine members-only training videos that provide preparation for certification in Enterprise Engagement.
- EEA books: Paid EEA participants receive Enterprise Engagement for CEOs: The Little Blue Book for People-Centric Capitalists, a quick implementation guide for CEOs; Enterprise Engagement: The Roadmap 5th Edition implementation guide; a comprehensive textbook for practitioners, academics, and students, plus four books on theory and implementation from leaders in Stakeholder Management, Finance, Human Capital Management, and Culture.
2. Media
- ESM at EnterpriseEngagement.org, EEXAdvisors.com marketplace, ESM e–newsletters, and library.
- RRN at RewardsRecognitionNetwork.com; BrandMediaCoalition.com marketplace, RRN e-newsletters, and library.
- EEA YouTube Channel with over three dozen how-to and insight videos and growing with nearly 100 expert guests.
3. Fully Integrated Business Development for Engagement and Total Rewards
Strategic Business Development for Stakeholder Management and Total Rewards solution providers, including Integrated blog, social media, and e-newsletter campaigns managed by content marketing experts.
4. Advisory Services for Organizations
Stakeholder Management Business Plans; Human Capital Management, Metrics, and Corporate Sustainability Reporting for organizations, including ISO human capital certifications, and services for solution providers.
5. Outreach in the US and Around the World on Stakeholder Management and Total Rewards
The EEA promotes a strategic approach to people management and total rewards through its e-newsletters, web sites, and social media reaching 20,000 professionals a month and through other activities, such as:
- Association of National Advertisers Brand Engagement 360 Knowledge Center to educate brands and agencies.
