Indexing Solutions for Investors Seeking Beta
Northern Trust is a leader in index management. Our product array includes a comprehensive set of equity and fixed income strategies that are available through commingled funds as well as segregated accounts. Each fund is designed to offer institutional and high-net-worth investors efficient market exposure to designated benchmarks. Our portfolio management teams in Chicago, London, and Tokyo are composed of experienced investment professionals who bring together the best practices from index vendors, asset management competitors and sell-side trading firms.
Our Index Management Philosophy
Northern Trust believes that providing low cost market exposure is vital to investors in order to maximize investment returns over the long term. Our core objective is to replicate the benchmark risk and return characteristics while seeking to preserve wealth throughout the process.
Core Principles of Our Intelligent Indexing® Approach
- Disciplined portfolio construction using full replication and optimization where it allows for risk reduction, increased liquidity and lower costs.
- Minimizing costs such as commissions, bid/ask spread and market impact by utilizing sophisticated trading techniques.
- Multi-dimensional risk controls and careful oversight throughout our investment process.
Our Overlay Solutions
We deliver customized synthetic beta solutions to meet the unique demands of clients and provide plan flexibility. Our research, analysis, and implementation results in solutions that enhance liquidity, control risk, and consider costs. The following are applications of our Overlay Solutions:
- Cash Equitization
- Beta Management
- Passive Currency Hedge
Delivery Vehicles
- Commingled Trust Funds
- Separate Accounts
- Mutual Funds
- Defined Contribution Funds
Why asset management from Northern Trust for Index Management?
- Financially strong and stable firm with index management as a core focus.
- Delivering product innovation and customized solutions.
- Experienced investment team operating on an integrated global platform.
- Intelligent Indexing®─ risk-efficient, cost-effective beta.
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Thomas Wackerlin |
Thomas Wackerlin
Thomas Wackerlin is a vice president and senior product manager at Northern Trust in Chicago for the global equity index and overlay strategies. His primary responsibilities include equity product management, development and market positioning. Tom is also involved in industry research and business development support for all distribution teams across the asset management arm of Northern Trust.
Prior to his current position, Tom was a client service associate within the asset management division of Northern Trust. In that role, Tom was responsible for managing all of a client's relationship support and served as the client's point of contact into the investment teams at Northern Trust. Prior to 2008, Tom held an account manager position in the sovereign wealth fund division that serviced corporate and institutional clients for the Northern Trust Company in the Asia-Pacific region. Tom's experiences include assignments to the region to support clients locally.
Tom received a B.S. in Finance from the University of Iowa. Tom has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Chicago. He is also a member of the Chicago Council on Global Affairs and a registered FINRA Representative holding the Series 7 and 63 licenses.
Global Index Management Index Bulletin - First Quarter 2013
