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.
RecordedSep 24 201543 mins
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Matt Peron, Global Head of Equity, Northern Trust; and Mike Hunstad, Head of Quantitative Research, Northern Trust
Institutional investors are increasingly using factors as a lens to analyze asset allocation, but what is the optimal mix of factors when it comes to portfolio construction? In this next installment of our webinar series, we take a more holistic approach to discussing how factors should be viewed in the context of your strategic and tactical asset allocation and fulfillment.
Every year, we develop long-term forecasts for the global economy, monetary policy and capital markets. Jim McDonald explores three of the key themes to emerge this year and what they mean for investors.
Meggan Friedman & Fred Azar, Northern Trust Investment Strategists
Where are opportunities for income in this new environment of economic growth, higher inflation and rising rates?
In this new webinar, learn to:
•Use fixed income solutions to potentially maximize yield in a changing interest rate environment
•Deploy cash to create more opportunity
•Use equity as an income source and apply equity factors that make a difference
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This webinar will help you think strategically about your portfolio's factor exposure and will cover:
• A 2017 outlook through a factor lens
• Uncovering the link between monetary policy and factor returns
• Current factor valuations and forecasts
Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.
• Michael Hunstad, Ph.D.,Director of Quantitative Research
• Matt Peron, Head of Global Equity
Carl Tannenbaum - Chief Economist; Jim McDonald - Chief Investment Strategist
Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Stephen Cousins, CFA - Director of Relationship Management, Institutional Group will host this webinar and lead the Q&A using viewer submitted questions.
Northern Trust Asset Management is part of the Northern Trust family – one of the world’s leading asset management firms. We are committed to helping financial professionals deliver quality investment products and solutions to their clients.