Case Studies in Factor Investing: Real World Practicalities Unwrapped
Whether you are considering a move from a traditional core-satellite approach to a full factor allocation, looking to correct unintended exposures, are considering building factors in to your glidepath – or are simply curious about the practicalities of incorporating factors then join experts from Northern Trust as they share their experience and answer your questions
RecordedSep 27 201656 mins
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Market volatility around the Federal Reserve and global trade might have investors worried about what 2019 will bring. While global growth may take a hit, we think there’s still plenty of room in left in this long and slow expansion. Learn more about our return forecasts and asset class views for 2019.
We entered 2018 with a significant overweight to risk assets, but steadily pared that back to neutral as risks increased around the outlook for growth and monetary policy. What’s ahead for 2019? Jim McDonald explains.
It is important for investors to have good general rules which guide them, but sometimes there are important exceptions. The upcoming Federal Reserve meeting is an excellent example of this. Bob Browne explains.
John O. Keshner, Managing Director, Endowments and Foundations
Learn about best practices in investment committee governance from John O. Keshner, Managing Director for Endowments and Foundations at Northern Trust Asset Management, as he reveals key findings from the 2018 Investment Committee Governance Practices Survey.
After returning a whopping 7.7% in the third quarter, the S&P 500 is now down year-to-date. Why are equities suddenly turning for the worse and what should investors be doing in response? Bob Browne explains.
Today’s advisors demand multi-asset class solutions that do more than just offer diversification. We think these six key pillars form the foundation of what advisors want in today’s multi-asset class investing.
Director of Investment Solutions Melinda Mecca and Director of Asset Allocation Strategy Daniel Phillips, CFA
Investors — big and small — are grappling with a persistently low-growth environment. But that doesn’t mean there aren’t any good investments out there. See how we identify opportunities in this environment.
Chief Investment Officer Bob Browne, CFA, and Chief Investment Strategist Jim McDonald
With the global economic expansion closing in on its 10th year, investors are starting to get nervous. Will global growth come to an end? What will central banks do? Our six investment themes for the next five years may help.
Recently announced trade tariffs between the U.S. and China, bring our Global (Re)Positioning investment theme into the limelight - and it looks like it will stay there for awhile. Bob Browne explains what this means for investors.
Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment theme shifting the global asset allocation, risk and return landscape over the next five years.
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors.
With $1.2 trillion in total assets under management,* and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients.
Our forward-looking, historically aware investment approach powers a broad range of capabilities and solutions. And our comprehensive asset class offering includes passive, factor-based, fundamental active and multi-manager solutions that are available in a variety of investment vehicles. At Northern Trust Asset Management, we are committed to delivering unparalleled service and expertise with the highest ethical standards. Learn more at northerntrust.com/strength.
*As of September 30, 2018. Northern Trust Asset Management comprises Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc. and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.
Important disclosures: https://www.northerntrust.com/asset-management-social-media-disclosure