Strategies for Maneuvering Through Volatility – Harbor Capital and Robeco – 5.27.20

Overview:
Title: Strategies for Maneuvering Through Volatility
Date: Wednesday, May 27, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

As we continue to experience unprecedented market volatility, your clients may want to preserve capital, and you may want your clients to stay invested in the market. Harbor believes that volatility is part of the “new” new normal and may continue for a prolonged period. Additionally, Robeco is monitoring this prolonged period of volatility and will join the Harbor investment team to share insights and performance expectations around low volatility/conservative equity investing during these times.

Following a long period of relative stability, Harbor can prepare you with tools and sound rationale for navigating through these periods when they happen – by helping you avoid problematic behavioral biases. Join our speakers for a robust discussion and actionable insights that may help you implement strategies to manage ongoing periods of market volatility for your clients.

Speakers:
Pim van Vliet Pim van Vliet, Ph.D. Head of Conservative Equities Robeco Institutional Asset Management US Inc.

Pim van Vliet is the Head of the Conservative Equities team, responsible for Robeco’s Low-volatility strategy ‘Conservative Equities’. He is also Co-Head of Quant Allocation. He has published in the Journal of Banking and Finance, Management Science, the Journal of Portfolio Management and other academic journals. Pim is a guest lecturer at several universities and advocates low-volatility investing at international seminars. He is the author of numerous academic research papers and a book on low-volatility investing. Pim joined Robeco in 2005 as a Researcher with responsibility for asset allocation research. He became Portfolio Manager in 2010. Pim holds a PhD and a Master’s cum laude in Financial and Business Economics from Erasmus University Rotterdam.
Andrew Prewitt Andrew Prewitt, CFA Managing Director Harbor Capital Advisors, Inc.

Andrew Prewitt is a managing director at Harbor Capital Advisors, Inc. He is a member of the Investment group, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor Capital Advisors, Andrew was portfolio manager/manager research analyst at UBS Global Asset Management (Americas) Inc. He earned a B.B.A in Accounting and MAcc (Masters in Accountancy) in Accounting from the University of Wisconsin-Madison. Andrew is a CFA® charterholder.
For Institutional Use Only – Not For Distribution to the Public. Institutions affirm that they shall exercise independent judgement in their evaluation.

Robeco Institutional Asset Management US Inc. is an affiliate of the adviser, Harbor Capital Advisors, Inc. In providing services to the Fund, RIAM US uses designated persons of its affiliates, including Robeco Nederland B.V. and Robeco Institutional Asset Management B.V. (“RIAM BV”), based in Rotterdam, the Netherlands, Robeco Hong Kong Limited, based in Hong Kong, and Robeco Overseas Investment Fund Management (Shanghai) Limited Company, based in Shanghai, People’s Republic of China. RIAM US and such affiliates are referred to collectively, as “Robeco.”