Northern Trust Asset Management

Transitioning to T+1 Settlement Cycles: The Advantage of Firm Expertise

How to Improve After-Tax Return by Harvesting Investment Losses More Frequently

Tax-managed investment strategies involving loss harvesting have evolved over the years. The most basic strategies harvest losses in a portfolio a few times a year, typically near the end of the tax year. However, we find that higher frequency loss harvesting can more effectively create “tax alpha” that potentially boosts performance. Our research shows how investors can uncover additional tax alpha across different equity market environments. Further, we examine the impact of expected tracking error on the potential to harvest losses.

10 Ways to Enhance Tax Efficiency in Your Portfolio

Taxes are often the single largest cost faced by investors and have an outsized impact on after-tax wealth accumulation. A disturbing observation, however, is that much of the money held by taxable investors is managed as if it were untaxed. For taxable investors, the primary goal of investing is to maximize after-tax wealth. Investment managers who implement the key principles of tax efficiency, described below, will help their clients do just that. Although some of the examples are focused on index management, the same principles and techniques can be utilized across many different types of mandates such as factor-based strategies.

FLEXIBLE CAPITAL COMMANDS A PREMIUM IN PERIODS OF UNCERTAINTY: OPPORTUNITIES AND TRENDS IN THE PRIVATE EQUITY SECONDARIES MARKET - Q2 2023

The private equity secondaries market offers investors one of the most exciting opportunities in private markets today. Secondaries are a strategy where market dislocations, and, in particular, periods of heightened volatility, create significant openings to purchase high-quality assets at material discounts to their intrinsic values. The secondary market has grown from a relatively small asset class in the early 2000s to an industry with over $100 billion of transaction volume in 20221 . However, while the secondary industry has experienced rapid growth over the past twenty years, it remains a niche component of the overall alternatives space, representing only a small fraction of total private equity assets under management. We expect that as more investors gain awareness of the attractive investment opportunities available and observe the compelling risk-adjusted returns generated from secondary transactions, this percentage will increase.

What the Market’s Missing - Webcast Series

Join our experts as they go beyond the headlines each month and provide their perspective on what the market is missing, the investment risks and opportunities and how we’re positioning to address them.

The Risk Report: 2022 EDITION

When portfolios don’t deliver outcomes as expected the number one question is “Why?”

Webinar: What's the Market Missing?

Join our Chief Investment Strategist, Chief Investment Officer of Global Equities and Head of Global Macro for Fixed Income as they cut through the headlines and dive deeper into what they think the market is missing and key portfolio implications.

Portfolio Positioning in the Face of Inflation, Volatility and Rising Rates

Using Credit Risk to Your Advantage in a Post-COVID Economy

The market conditions triggered by the COVID-19 pandemic are shifting the way fixed income investors need to think about managing and mitigating credit risk. Insurance companies will need to identify new opportunities across the full spectrum of public and private investments in order to meet their yield objectives. Join us as we discuss how to position your portfolio to take advantage of these new dynamics in credit risk management.

The Northern Trust ESG Vector Score

The Northern Trust ESG Vector Score is a measurement that assesses publicly traded companies in the context of financially relevant environmental, social and governance (ESG) related criteria that could impact their operating performance.

Episode 105: How to Invest in Private Credit with Bob Morgan, Executive Vice President and Managing Director at 50 South Capital

Join host Stewart Foley as he explores strategies, risks, and opportunities in private credit investing with 50 South Capital’s tailored approach.

Episode 24: An Entirely New Risk Paradigm - Northern Trust Asset Management Presents The Risk Report

Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore key findings from The Risk Report, revealing why many institutional portfolios carry more uncompensated risk than compensated risk—and what insurers can do to improve returns