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Harbor's Multi-Asset Solutions Team ("MAST") delivers actionable investment insights and builds multi-asset portfolios and client solutions. MAST's investment platform combines proprietary quantitative and qualitative signals with inputs from Harbor's Investment Research Team, subadvisory network, and other sources to guide investment decisions across asset allocation, portfolio management, and risk oversight. With a focus on insights including asset allocation viewpoints, long-term capital market assumptions, and an extensive investment and product network, MAST centers on long-term portfolio construction that will help clients evaluate and implement more comprehensive solutions.
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Products Managed
- Embark Commodity Strategy Fund
- Embark Small Cap Equity Fund
- Harbor AlphaEdge Large Cap Value ETF
- Harbor AlphaEdge Next Generation REITs ETF
- Harbor AlphaEdge Small Cap Earners ETF
- Harbor Human Capital Factor US Large Cap ETF
- Harbor Human Capital Factor US Small Cap ETF
- Harbor Human Capital Factor Unconstrained ETF
- Harbor Multi-Asset Explorer ETF
Manager Profiles
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Kristof Gleich
President & Chief Investment Officer
Jim Erceg
Head of Product
Spenser Lerner, CFA
Head of Multi-Asset Solutions
Steve Cook
Head of ETFs
Jake Schurmeier
Portfolio Manager, Multi Asset Solutions Team
Jason M. Alonzo
Portfolio Manager
Justin Menne
Portfolio Manager, Multi-Asset Solutions Team,