Investors are increasingly turning to quality investing as a way to manage turbulent market conditions. Our research reveals that quality driven strategies historically have offered stronger, more consistent returns with less volatility than other approaches. But “quality” is one of the most overused and hardest-to-define ideas in investing. In this webinar, Northern Trust experts explore the definition of quality as an investing factor, its application across different asset classes, and why these approaches appeal to risk-averse investors.
Institutional investors attending this webinar will learn how Northern Trust applies the quality factor to equity strategies. Our experts will take a deeper dive into quality and discuss:
• Our multidimensional definition of quality
• How the Northern Trust Quality Score (NTQS) helps identify high-quality stocks
• How our models are tailored to individual market segments
Investors, both taxable and tax-exempt, also are showing more interest in high-quality municipal bonds as a source of yield in this extended period of low interest rates. But this is a large and inefficient market with more than 50,000 issuers and more than 1.5 million outstanding issues. The sectors, revenue sources, and securities structures allow, and require, proprietary credit analysis and evaluation. Northern Trust experts will discuss factors used to identify quality municipal securities, including:
• Creditworthiness of individual issuers and issues
• Trading levels, supply and demand, and other relevant market factors
• Relative value of municipals to other fixed income markets
Join us for a look at quality investing in today’s markets.
RecordedNov 5 201343 mins
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Dan Kutliroff, Sr. Retirement Solutions Strategist; Jessica Hart, Practice Lead; Armand Yambao, Dir. - Pension Risk Strategy
Thinking strategically in an environment that requires constant tactical reaction, has become increasingly difficult. And when you’re managing a pension plan, we understand the importance of constantly addressing both. In an effort to help in this process, our investment experts have created a new quarterly webinar series designed to discuss the key market events and regulatory items that specifically affect retirement plans and provide actionable ways to address them.
In our inaugural webcast will focus on three key areas:
1.Market Update – navigating the low interest environment
2.Regulatory Review – understanding the latest Pension Protection Act provisions
3.Case Studies – Innovative ways to increase duration
•Dan Kutliroff, Senior Retirement Solutions Strategist
•Jessica Hart, Practice Lead, Retirement
•Armand Yambao, FSA, EA, CFA, Director of Pension Risk Strategy
Register now for this quick, yet informative, 30 minute update to explore the most pressing items impacting retirement plan management.
John Keshner, MD, Endowments & Foundations, Bei Saville, CFA, CAIA, Client Investment Officer, Endowments & Foundations
In a historically low-yielding global environment, investors are increasingly looking beyond traditional investment opportunities. Emerging markets, with improving macroeconomic policies, strengthening domestic demand, stronger balance sheets and higher FX reserves are ripe for investors seeking additional sources of return. However, with a broadening emerging market universe expanding to include Africa and Middle East, investors need to understand the risks and vulnerabilities inherent in these markets.
Looking through the lens of an investor we will discuss strategies and ways to manage your EM exposure. Discussion topics will be focused on:
• The significance of the emerging markets growing share of global GDP
• Identifying resilient emerging market opportunities
• An investment framework that explores thematic investment opportunities focused on the strength of domestic demand
• Prudent management of investment risks and regulatory frameworks in individual markets
Register now to hear from our industry experts on how to assess the relative risks and take advantage of the growing opportunities in the expanding emerging market economies.
Jim McDonald, Claire Meier, Daniel Phillips, CFA, and Bethany Morris
Wondering what the rise of populist politics globally might mean for investors? Join our top investment experts as they discuss key themes from our five-year capital market assumptions -- including Populist Roulette.
Join this timely webinar now and learn more about:
-Slow Growth Angst
-Market Cycles in a Cycle-less Economy
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
Carl Tannenbaum - Chief Economist; Daniel Phillips, CFA - Sr. 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
Daniel Phillips, CFA - Senior Investment Strategist
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
Join us for our inaugural webcast as we start our series on factor-based investing for the Asia-Pacific region. Our first session will cover:
1.How investors can build and manage equity factor-based strategies that deliver the investment outcomes they want.
2.The obvious pitfalls that you can, and need to avoid.
Our featured speakers are Matthew Peron, MD, global equity, and Michael Hunstad, SVP and Director, Quantitative Research, Northern Trust Asset Management. With two decades of experience managing these strategies, our experts have seen what works and what doesn’t.
Special Guest Colin Robertson - Managing Director of Fixed Income
10-Year U.S. Treasury yields are currently near the 1.50% level and the majority of investors believe these rates are highly unlikely to move much lower, especially to a record low of 1%. But that's where we think they are headed. Learn more about where we go from here.
The United States is ahead in the medal count, and it feels to investors like a variation on a longer theme: The U.S. stock market has been leading developed and emerging market indices, causing some to say "Go USA" to their portfolios. Learn why we think this is a mistake.
Mark C. Sodergren, CFA - Sr. Portfolio Manager, Quantitative Equity; Michael Hunstad, Ph.D. - Director, Quantitative Research
The Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.
In this webinar you'll hear from:
Mark C. Sodergren, CFA, Senior Portfolio Manager, Quantitative Equity;
Michael Hunstad, Ph.D., Director, Quantitative Research
Global yields took a big step down last week as investors adjusted their perspective on global central bank policy. We’ll explore why this is happening and how it might impact the Fed’s monetary policy going forward.
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.