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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

    Lower Volatility With Favorable Up-Down Market Participation Profile

    Many low volatility strategies aim to reduce risk — but often at the cost of return potential or sector concentration. QLV takes a smarter approach, by integrating quality — strong balance sheets, durable profitability, and consistent cash flows — it’s designed to ensure that defensive characteristics persist over time. The result: a strategy built to pursue more consistent, risk-adjusted returns over time.

    Benefits

    Provide Downside Mitigation When Markets Decline

    Attractive Market Participation Through Full Market Cycles

    Transparent, Cost-Effective Active Management

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    How it Works

    Target High-Quality Companies with Less Volatility

    Seek low volatility 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

    Evaluate Company Fundamentals Using A Robust Quality Assessment

    Quality captures a distinct dimension of company resilience and helps avoid companies that have the lowest returns and the highest realized risks.

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    How it Works

    Construct a Portfolio That Minimizes Total Risk in a Controlled Manner

    Focusing on high quality companies and controlling risk seeks to build a resilient portfolio that delivers strong performance over time.

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    How it Works

    Optimize Portfolio to Balance Downside Protection and Upside Participation

    QLV is a carefully calibrated portfolio of low volatility and high quality stocks to help investors participate in market upside while mitigating market downturns.

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    Who it's for

    Investors Seeking To Enhance Asset Allocation

    QLV offers the potential for compelling risk-adjusted returns, making it a flexible and strategic component in portfolio allocation.

    Investors Seeking Reduced Portfolio Risk

    Our strategies target 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.

    Portfolio

    Select a Strategy
    Strategy Name
    • eVestment Universe
    • Benchmark
    • Inception Date
    • Investment Vehicles Available

      Team Expertise

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

      Mark Sodergren, CFA®

      Portfolio ManagerRead Bio

      Sridhar Kancharla

      Portfolio ManagerRead Bio

      Reed LeMar, CFA®

      Portfolio ManagerRead Bio

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      Contact Us

      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 simply lower 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.