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Peter Zymali, CFA

Portfolio Manager

Biography

About Peter

Peter Zymali is a senior portfolio manager and is responsible for portfolio management for the firm’s Quality ESG strategy. He serves as a member of the Northern Trust Sustainable Investing Council as well as the Proxy Voting Committee.

Prior to joining global equity in 2007, Peter was an investment consultant within the global family office group responsible for designing asset allocation strategies using an open architecture platform. He joined Northern Trust in 2002.

Peter earned a bachelor’s degree in finance from the University of Arizona and an MBA in finance, economics and managerial & organizational behavior from the University of Chicago.

Driven by purpose, guided by humility.

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Funds Managed

U.S. Quality ESG Fund

The Fund seeks to invest primarily in large and mid-cap U.S. companies that have shown favorable environmental, social, and governance (ESG) characteristics and exhibit strong business fundamentals.

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About Sustainable Investing

At Northern Trust Asset Management (NTAM), we define Sustainable Investing as encompassing all of NTAM’s investment strategies and accounts that utilize values based and norms based screens, best-in-class and Environmental, Social & Governance (ESG) integration, or thematic investing that may focus on a specific ESG issue such as climate risk. NTAM’s Sustainable Investing includes portfolios designed by NTAM as well as those portfolios managed to client-defined methodologies or screens. As the data, analytical models and aforementioned portfolio construction tools available in the marketplace have evolved over time, so too has NTAM. NTAM’s Sustainable Investing encompasses strategies and client assets managed in accordance with client specified responsible investing terms (historically referred to as Socially Responsible), as well as portfolios that leverage contemporary approaches and datasets, including ESG analytics and ESG thematic investing.

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Please carefully read the prospectus and summary prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds carefully before investing. Call 800-595-9111 to obtain a prospectus and summary prospectus, which contains this and other information about the funds. You can also visit the fund pages Northern U.S. Quality ESG Fund (NUEIX & NUESX) for more information.

 

Investing involves risk. Principal loss is possible. 

Not FDIC insured | May lose value | No bank guarantee

©2024 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.