Portfolios are designed to take a large number of small active positions by overweighting or underweighting a security relative to the benchmark based on several qlobal index factors such as valuation, momentum, profitability and management signals.
The following strategies can be used on a stand-alone basis as well as in combination with Index/Active strategies to target specific risk/return objectives in the long term.
Index-Plus Strategies: Portfolios are designed with an Alpha Target of 50-100bps
Enhanced Strategies: Portfolios are designed with an Alpha Target of 150-200bps
Global Index Management Strategies: Portfolios are designed with an Alpha Target of 300-450bps
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This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. It is issued by Northern Trust Global Investments Limited, authorised and regulated by the Financial Services Authority in the United Kingdom. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT, registered in England 03929218.