Engineering Equity to Work in Your Favour
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.
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 customised indices, factor-based strategies or incorporate our proprietary quality score, we can help you gain the most effective exposure possible.
Our engineered equity approach optimises equity risk to:
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:
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.
Discover how Northern Trust can help you analyse 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 favour.
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.
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