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Strategies

Multi-Asset

Globally diversified, investment solutions built with a time-tested asset allocation discipline and portfolio construction expertise.

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Principles of Investing

Establish a Resilient Foundation to Navigate Changing Markets

An optimal strategic allocation rooted in proprietary research and focused on the purposeful application of risk across asset classes provides a robust portfolio framework. Targeting only compensated risk, our team manages risk across the entire portfolio to attempt to consistently achieve expected outcomes.

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Principles of Investing

Thoughtfully Capitalize on Near-Term Market Opportunities

As long-term investors, we don’t chase performance or the latest fads. We seek to add value by exploiting near-term market opportunities via a disciplined tactical approach. Risk management techniques are incorporated to seek to conform tactical moves to investor expectations.

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Principles of Investing

Target Risk Factors That Have Consistently Outperformed Over Time

Our portfolios are constructed with factor-based ETFs designed to improve risk-, cost- and tax-efficiency. Specifically, within our equity allocations, we invest in factors that target persistent sources of excess returns with proven outperformance over the past 20 years.

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Equity Factor Outperformance — Last 20 Years

Return and Risk-Adjusted Return of Common Factors (MSCI World Universe)

Source: Morningstar, Northern Trust Asset Management. June 1, 1994 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.

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