Northern Trust delivers investment solutions to institutional and high net worth investors around the globe. Asset Management at Northern Trust begins with listening - in order to develop thoughtful solutions to your unique investment objectives.
Katie Nixon: 3Q Lessons LearnedKatie Nixon, CFA, CIMA, CPWA - Chief Investment Officer, Wealth ManagementInvestor confidence was shaken and market volatility returned in the third quarter. What lessons did we learn? Wealth CIO Katie Nixon explains.Read more >
The market is awash with factor-based investing methodologies and solutions - but are you really getting the factor exposure you desire in your portfolio?
While recent market volatility has brought attention to this issue investors should take a long-term view and develop a framework that is not overly influenced by short-term market noise.
From understanding individual factors and their performance cycles through selecting specific strategies, strategically implementing a factor based approach can be a daunting task. Furthermore given the disparity of returns from seemingly similar 'Smart Beta' strategies, the complexity increases dramatically.
Let us guide you through the white noise of factor investing and provide you with insights on a number factor based topics that we’ve recently investigated.
While investors want an efficient portfolio, and can obtain an efficient portfolio in principle, the reality is that many obstacles stand in the way of achieving this goal. Join our Global Equity team as they talk about ways to better target your investment objectives by focusing on strategies providing strong risk-adjusted returns, instead of concentrating risk in less-efficient strategies that take on high levels of active risk.
The team will discuss their research paper, Improving Active Risk Budgeting, which explores a common misconception of investors – the belief that overall equity portfolio risk is best managed by allocating the majority of the equity allocation to index strategies, while incorporating managers with a high level of active risk to generate outperformance. Our research found that in reality, such an approach often delivers inferior overall portfolio risk-adjusted returns.
Register now to secure your place and learn about a better way to maximize your risk-adjusted returns.
What’s next for investors? Northern Trust’s Chief Investment Strategist Jim McDonald and Claire Meier, sovereign analyst for international fixed income will discuss our long-term investment outlook. Learn about:
• The key investment themes you’ll want to watch in the years ahead
• Our 5-year economic and financial market return forecasts
• What it means for your investment portfolio
Join us on September 14 at 9:30 a.m. CT. Register now.
The past 48 hours have shown high levels of market volatility around the globe. Join our chief investment strategist, Jim McDonald after the U.S. markets close to learn more about the day's market activity, its impact and our views for the coming days.