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Offered in a suite of products:

    Our Philosophy
    We believe investors should be compensated for the risks they take — in all market environments and any investment strategy.

    Overview

    Invest With a Holistic View of Sustainability

    We built this strategy to solve for the shift in investor objectives to include ESG-oriented goals. Our solution invests in companies with multiple facets of sustainability, including financial strength as well as a track record of managing ESG-related issues within their business models.
    Benefits
    Core Sustainable Portfolio That Uses Risk Efficiently
    Seeks Significant Carbon Footprint Reduction Versus the Broad Market
    Transparent, Cost-Effective Active Management

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    Principles of Investing

    Focus on Persistent Sources of Excess Return

    Our strategies target systematic sources of excess returns that have been proven over long periods.

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    Principles of Investing

    Seeking to Improve Risk-Adjusted Returns by Integrating a High-Quality Foundation

    The inclusion of a proprietary quality factor roots our security selection process in strong company fundamentals and has shown to potentially improve risk-adjusted returns over time.

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    Potential Improvements in Sharpe Ratio for Factor-Mimicking Portfolios Driven by Addition of the Quality Factor

    Source: Morningstar, Northern Trust Asset Management. December 31, 1996 to June 30, 2023. Past performance is no guarantee of future results. Index performance returns do not reflect any management fees, transaction costs, or expenses. It is not possible to invest directly in any index. Indexes are the property of their respective owners, all rights reserved.

    Principles of Investing

    Utilize a Systematic Approach to Maximize Efficiency

    Generating excess returns is important but risk and cost effectiveness are critical. We believe utilizing a systematic investment approach enables our strategies to consistently deliver on all three objectives.

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    A Systematic Approach Maximizes Efficiency

    Past performance is no guarantee of future results. Index performance returns do not reflect any management fees, transaction costs, or expenses. It is not possible to invest directly in any index. Indexes are the property of their respective owners, all rights reserved.

    Principles of Investing

    Invest at the Intersection of Quality and ESG to Increase Returns

    Companies with strong fundamentals that also earn high ESG ratings have historically outperformed their peers.

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    Annualized Returns of MSCI World Index by Quality and ESG Ratings*

    *MSCI World Index (February 2007 through June 2023) using MSCI ESG Rating methodology.

     

    Source Northern Trust Asset Management, MSCI, Factset. Returns represent annualized average returns of equally weighted portfolios formed as follows, ESG Leaders and Laggards represent companies with ESG Ratings of AAA/AA for Leaders and B/CCC for Laggards. High and Low Quality represents the top and bottom quintile of Northern Trust's Quality score, respectively. Returns are gross of dividends and withholding taxes. Returns include backtested performance.

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    How it Works

    Remove the Excessive ESG Risk and Worst Offenders

    Screen the starting universe for violation of international norms, controversial business involvement and poor management of key ESG-related issues.

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    How it Works

    Target High-Quality Companies

    Our approach identifies high-quality companies that exhibit prudent management of capital, strong profitability, and consistent cash flow generation relative to their sector peers.

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    How it Works

    Integrate Purposeful ESG Objectives During Portfolio Construction

    Lift the overall ESG profile and reduce the carbon footprint in a sector- and region-neutral portfolio

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    How it Works

    Optimize Portfolio to Balance Risk, Return and Cost Objectives

    A final optimization is conducted to verify the portfolio maximizes exposure to the high quality specific ESG characteristics and seeks to minimize any excess risks that don’t contribute to outperformance.

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    Who it's for
    Investors Seeking Sustainability and Long Term Outperformance
    High quality and highly‑rated ESG stocks help deliver compelling risk‑adjusted performance.
    Investors Seeking Carbon Exposure Management
    Target meaningful carbon footprint reduction and exposure to low carbon economy transition.
    Investors Seeking Cost-Effective Active Management
    A systematic approach enables access to proven drivers of excess return, cost‑effectively.

    Portfolio

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    Team Expertise

    We measure success as achieving investor outcomes and delivering an exceptional client experience.

    Peter Zymali, CFA®

    Portfolio ManagerRead Bio

    Jeff Sampson, CFA®

    Portfolio ManagerRead Bio

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    Contact Us

    Interested in learning more about our investment strategies?