As one of the first relative value-based fixed income managers, our approach to fixed income investing offers such distinct advantages as our proven philosophy, our focus on consistency and our experience.
Proven Investment Philosophy
We manage portfolios to emphasize areas where we believe our clients are more than adequately compensated for the risks of moving from benchmark exposures. The results have been superior risk-adjusted returns.
Focus on Consistency
Our approach to active value fixed income management is based upon consistency. We incorporate key elements of a bottom-up strategy, focusing on identifying relative value at the issue and sector level, while closely monitoring and controlling portfolio risk relative to a client-selected benchmark.
Our experienced team of portfolio managers is supported by our proprietary credit research group, and uses state-of-the-art technology to support quantitative decision-making.
Our Investment Style is Defined by Three Common Themes:
1. Disciplined Strategic Framework
Our macro fixed income strategy committees generate proprietary environmental forecasts on key global market metrics that guide the formulation of our active fixed investment policy
2. Dynamic Investment Approach
Our broad team of fixed income professionals reconciles these top down macro views with bottom-up market inputs to develop tactical investment strategies
3. Integrated Portfolio Implementation
Our closely aligned research, trading and portfolio management specialists constantly monitor risk/reward relationships across sectors and issuers to identify the most attractive new investment opportunities and implement our early sell discipline when necessary.
Why Work with Northern Trust
Scott B. Warner is a Vice President and Director of Fixed Income Product Management at Northern Trust in Chicago.
In this role, Scott is responsible for the investment product capabilities of Northern Trust asset management’s fixed income business across the Americas, EMEA and APAC. His responsibilities include product positioning, development, innovation, and delivery. Prior to his current role, Scott was a senior portfolio manager in the Ultra Short Fixed Income group responsible for separately managed accounts for taxable and tax-exempt mandates. Scott was also the co-manager of the Northern Trust Ultra Short Fixed Income Fund (NUSFX) from June 2009 until March 2012. Previously, Scott was a portfolio Manager in short duration fixed income and was responsible for the collective funds and various custom cash funds.
Prior to joining Northern Trust in 2000, Scott was responsible for client servicing, mutual fund accounting, and fund administration at The Wadsworth Group in Phoenix, Arizona., now part of US Bancorp Fund Services, LLC.
Scott received an MBA from the University of Chicago Booth School of Business with concentrations in accounting, economics, finance, and international Business. He received a B.S. in finance with honors from the W.P. Carey School of Business at Arizona State University.
Scott is a member of the CFA Society of Chicago and the National CFA Institute. He also serves as a board member of Art Encounter (www.artencounter.org).