Quality Low Volatility
Built in an attempt to strengthen a portfolio’s equity allocation by seeking to deliver more consistent equity returns, targeting 20% to 30% less volatility than the broad market.
Our Philosophy
We believe investors should be compensated for the risks they take — in all market environments and any investment strategy.
Overview
Portfolio Resilience When Markets Stumble
Investors face difficult and long recovery periods after large market declines; and while this is not news to any professional investor, it is becoming a more frequent challenge to manage. We built this strategy in an attempt to help strengthen equity portfolios by investing at the intersection of higher-quality, lower-volatility stocks that seeks to limit losses when the market declines, ultimately enhancing risk-adjusted performance over time.
Benefits
Potential for Portfolio Protection When Markets Decline
Potential Return Consistency though Full Market Cycles
Transparent Active Management at a Lower Cost
Who it's for
Investors Seeking Consistent Growth Through the Market Cycle
Quality low volatility stocks could help protect in market declines and participate in rebounds.
Investors Seeking Reduced Portfolio Risk
Our strategy targets total risk reduction which can help decrease overall portfolio risk.
Investors Seeking Cost-Effective Active Management
A systematic approach enables access to drivers of excess return, cost‑effectively.
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Interested in learning more about our investment strategies?
All securities investing and trading activities risk the loss of capital. Each portfolio is subject to substantial risks including market risks, strategy risks, advisor risk, and risks with respect to its investment in other structures. There can be no assurance that any portfolio investment objectives will be achieved, or that any investment will achieve profits or avoid incurring substantial losses. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Risk controls and models do not promise any level of performance or guarantee against loss of principal. Any discussion of risk management is intended to describe NTAM’s efforts to monitor and manage risk but does not imply low risk. This information is general in nature and should not be construed as tax advice. Please consult a tax advisor or professional as to how this information may affect your particular circumstance.
Not FDIC Insured | May Lose Value | No Bank Guarantee
Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.