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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 Up-Market Participation 

    Investing in low volatility strategies often comes with unintended risks, such as limited upside or exposure to sector biases. We built this sector-neutral strategy that invests at the intersection of higher-quality, lower-volatility stocks, seeking to enhance risk-adjusted performance 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

    Establish Risk Controls That Limit Unintended and Unrewarded Exposures

    Set strict constraints to limit large active risk within sectors, regions, and individual stocks.

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    How it Works

    Construct a Portfolio That Minimizes Total Risk in a Controlled Manner

    The carefully screened high quality stocks are used to construct a portfolio designed to generate a lower level of volatility than the broad market, while remaining sector and region neutral to control for risk.

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    How it Works

    Optimize Portfolio to Balance Risk, Return and Cost Objectives

    A final stringent review and optimization is conducted to verify the portfolio maximizes exposure to the high quality, low volatility characteristics, has minimized any excess risks that don’t contribute to outperformance, and is positioned to be implemented and managed cost-effectively.

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    Who it's for

    Investors Seeking More Consistent Capital Appreciation Through the Market Cycle

    Quality low volatility stocks can protect in market declines and participate in rebounds.

    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 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.