Investors have long turned to Northern Trust for high-quality, risk-managed equity investments. Our core quality philosophy is based on thorough analysis, and lies at the heart of each equity strategy we offer. This foundation of quality helps us create and manage active equity portfolios that offer both improved performance and managed volatility.
What does quality really mean?
We use proprietary models designed to identify high quality companies, undertaking detailed assessments of each company compared to its peers, using fundamental factors that are empirically tested, supported by academic research and applied quantitatively. We believe that high quality companies should exhibit characteristics such as:
Why is Quality Important for Investors?
Quality can help meet your investment objectives, as a single factor or in combination with other factors. Northern Trust’s proprietary method identifies high quality companies and thoughtfully incorporates into a portfolio that best suits your needs.
Matthew Peron is a Senior Vice President and Managing Director of Global Equity at Northern Trust in Chicago.
Most recently, Matt served as Director of Active Equity with responsibility for fundamental, quantitative, and tax-advantaged strategies. Prior to that role, Matt was the Director of Equity Research. In addition, Matt has lead-managed several investment strategies while at Northern Trust.
Prior to joining Northern Trust in 2005, Matt was the Deputy Chief Risk Officer for Alliance Capital Management. Previous experience includes equity portfolio management at Lincoln Capital Management. Matt has been in the financial industry since 1990 when he started his career on Wall Street.
Matt earned an MBA from the University of Chicago and a B.S. in electrical engineering from Swarthmore College.
By incorporating a quality factor overlay into an ESG portfolio, investors are able to emphasize the long-run sustainability of ESG practices while increasing the likelihood of performance above the benchmark. Read our paper to discover more.
In this paper, Mike Hunstad takes a look at the conflicting definitions of quality and compares the volatility and returns [PDF].
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