Managing risk across a portfolio requires close monitoring, expert data analysis — and timely action.
Northern Trust research examines the benefits of low-volatility, low-beta portfolios in global and U.S. markets.
Investors' changing views on risk management open the door to more dynamic portfolio strategies.
Strategies attract investor interest by offering the potential for downside protection and better performance over market cycles.
Investors are examining secular themes in an attempt to find new sources of return, while further diversifying their portfolios.
As defined contribution (DC) plans evolve as the primary retirement vehicle for many people, plan sponsors pursuing diversification are taking a page from the playbook of defined benefit (DB) plans.
Investor awareness of bigger picture can enhance the likelihood of reaching investment goals and objectives.
With the growing popularity of target retirement date funds, plan sponsors must consider the underlying methodology evaluating alternatives.
Customized beta gains attention as institutional investors shift focus to fund objectives rather than relative performance.
Northern Trustâ€™s Michael DeJuan explains how innovations have advanced portfolio construction techniques in response to a changing market environment.
Despite negative perceptions, volatility can create opportunities for institutional investors.
Long/short equity strategies seek to offer investors access to the upside of equity markets â€” with less volatility and lower drawdown risk.
The Northern Trust Investment Manager Survey reveals increasing risk aversion among managers and concern about higher volatility through the remainder of 2011.
Diversification, not dilution, should be the objective when assembling an investment roster.
There is no such thing as bad risk; there is only bad premium.
Global efforts to legislate the transparency of investment strategies and vehicles.
Customized strategies offer potential to add return, manage risk.
Putting a premium on risk assessment and solutions.
Approach helps U.S. plan sponsors balance short- and long-term funding considerations.
Pension fund sponsors examine the merits of liability driven investing.
Popular academic theory meets real-world pension plan investment strategy.
New scorecard gives sponsors a clearer view of a plan's ongoing health and viability.
Use increases as plan sponsors look to manage risk and boost returns.
Investors looking to hedge risk are fueling growth in the derivatives markets.
Portable alpha provides the building blocks to engineer more risk-efficient LDI strategies than traditional investment approaches.
Tougher funding and disclosure requirements are spurring pension plan sponsors around the globe to reconsider the context of how they view their assets and liabilities.
Focusing on quality companies to seek outperformance, controlled volatility.
How to better plan your next transition event and mitigate much of the risk.
Addressing the nuances of transitioning a bond portfolio and how hiring a transition manager can help.
Examining the Northern Trust glidepath construction methodology.
Low-volatility QDF portfolios provide investors the potential for higher risk-adjusted performance.
Pension Plan sponsors in Europe and North America are looking for alternatives to traditional pension management strategies. A host of issues are prompting plan sponsors to seek out new solutions with the potential to relieve the pressure building on their funds. Listen to this podcast to find out more about trends in the use of liability driven investment strategies.
Listen now to The Pension Liability Equation/LDI (To download, right click on the link and select "Save As.")
In this video interview, Steven A. Miller of Northern Trustâ€™s Investment Program Solutions group discusses the various risks investors face.
Bob Campion of Pensions Insight Magazine interviews Jim Trotter about Trends in Performance and Risk Measurement, December 2010
Northern Trust recently hosted a session exploring risks when changing asset allocations. Speakers include: Grant Johnsey and Debbie Mastanuono from Northern Trust.