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Engineered Equity

 
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Engineering Equity to Work in Your Favor

What if you could find a way to identify which risks are most likely to move you closer to your goals – and which are most likely to be rewarded? What if you could engineer your equity portfolio to employ the most efficient strategies to help you reach your objectives?

With engineered equity, we provide a more rewarding approach to better compensate you for the risks you're taking.

Think Differently, Optimize Exposure 

We see the space between active and index blurring, and this shift presents new opportunities for investors to find a better route to achieving their objectives. Whether you use alternative or customized indices, factor-based strategies or incorporate our proprietary quality score, we can help you gain the most effective exposure possible.

Our engineered equity approach optimizes equity risk to:

  • Identify portfolio risks worth taking based on your goals
  • Analyze your existing portfolio to determine the true current risk
  • Create a best-in-class solution tailored for your needs

Collaborative Solutions in Action

Our global equity team works with clients to engineer equity factors to their best advantage. Solution agnostic, they create a range of answers – alternative index, factor-based and proprietary quality solutions – to address our clients’ unique and complex challenges. Some examples of our solutions include:

  • Focused investment, controlling for uncompensated risks: 
    • Intersection of high quality and dividend yield
    • Intersection of small size and value, eliminating companies with signs of distress
  • Funded index strategies benchmarked to Russell indices: 
    • Fundamental Emerging Markets Small Company
    • Fundamental Developed International Small Company

A Range of Vehicles to Meet Your Needs

Choosing the right vehicle is important to your investments' overall success. We offer a full range of structures and we work with you to determine which one best suits your needs – considering tax status, domicile, liquidity, compliance and flexibility.

Want to Learn More?

Discover how Northern Trust can help you analyze the risks your portfolio faces – and identify those worth taking. Explore our engineered equity solutions today, and start putting that risk to work in your favor.

Andrew Knell

Andrew Knell

Investment Strategist, Global Equity
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Andrew Knell

Andrew Knell

Investment Strategist, Global Equity
 
Andrew Knell is a Vice President and Investment Strategist for Global Equity at Northern Trust Asset Management. The Global Equity Strategy team collaborates with investors to provide the optimal path to achieving their investment objectives. The team provides investment thought leadership to investors globally and is responsible for developing comprehensive investment solutions and insights across the spectrum of index, engineered, and active equity strategies. Andrew also has an active role in working with prospective and current clients to design and implement environmental, social and governance (ESG) investment solutions.

Prior to joining Northern Trust in 2014, Andrew was with Russell Investments in London. His responsibilities included managing Russell Indexes European client base of buy-side managers, sell-side banks and ETF issuers, and acting as a product specialist for equity indices and smart beta. Earlier in his career at Russell Investments, Andrew was responsible for asset management business development and client relationship management for institutional investors and strategic distribution partners. Andrew was also previously responsible for developing and managing Russell’s fund management range in EMEA. Prior to Russell, Andrew started his career working at a small boutique financial consultancy.

Andrew holds a first class bachelors degree in Cognitive Science from the University of London. He is a holder of the right to use the Chartered Financial Analyst designation, and also holds the Investment Management Certificate (IMC). He is a member of the CFA Society United Kingdom and the CFA Institute.

Insights & Research

 
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© 2016 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, and personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to expert, institutional, professional and wholesale investors only and should not be relied upon by retail clients or investors. Issued in the United Kingdom by Northern Trust Global Investments Limited.