Capital gains taxes can significantly erode the total return for taxable investors. Therefore, tax considerations should be one of the primary objectives in the portfolio management process.
Northern Trust's tax advantaged equity team will work with you to develop a customized, flexible, tax-efficient solution.
Northern Trust seeks to provide customized risk-efficient, cost-effective market exposure and strong after-tax investment returns through an in-depth understanding of our taxable clients’ complex investment and tax objectives.
Our Investment Process
Customized and flexible tax-advantaged programs are designed to meet your unique long-term investment objectives.
Why Northern Trust for Tax Advantaged Equity?
Greg Behar is a Senior Vice President and Director of Global Equity Investment Strategy 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. Greg has published thought leadership pieces on topics relevant to global equity markets, including articles in Northern Trust’s Quarterly Equity Bulletin and Point of View, as well as The Journal of Index Investing. Greg was previously a Senior Investment Strategist for the Global Quantitative Management and Global Index Equity teams.
Prior to joining Northern Trust, Greg was a portfolio specialist for the active quantitative equity strategies at Deutsche Asset Management, conducting product development activities and representing investment strategies with clients, prospects, trustees and consultants. He was previously a portfolio specialist for traditional fundamental equity strategies at Zurich Scudder, providing clients and consultants with research and insights on a broad range of international and domestic strategies.
Greg received a B.A. in economics from Binghamton University.