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Benchmark Customization

 
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Customized investment programs designed to match your objectives

Overcoming Barriers to Success

Institutional investors often omit or hastily consider an important step in the investment decision process, namely selecting and refining the respective indices to be used. In doing so, investors may be missing an opportunity to truly understand the indices they are using and the potential exposure they are receiving through fully or partially replicated portfolios.

Actively Designed, Passively Managed

At Northern Trust we offer investors the opportunity to actively design their benchmark. This allows investors to work with us to tailor their index to meet their exact requirements based on their objectives, risk tolerance, liabilities, sector or home bias and liquidity needs. Then we create a passively managed portfolio that tracks the customized index. In other words, the "active bets" or exposures are embedded in the custom benchmark, which is then passively managed.

Delivering Answers Beyond the Expected

We invite you to harness the expertise, flexibility and innovation of one of the most trusted, stable and experienced global asset managers, built from the fiduciary heritage of Northern Trust around our principles of service, expertise and integrity.

Matt Peron

Matt Peron

Managing Director, Global Equity
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Matt Peron

Matt Peron

Managing Director, Global Equity
 

Matthew Peron is an Executive 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.

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.