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Quality Factor Investing

 
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Active equity portfolios that offer both improved performance and managed volatility

Investors have long turned to Northern Trust for high-quality, risk-managed equity investments. Our core quality philosophy is based on thorough analysis, and lies at the heart of each equity strategy we offer. This foundation of quality helps us create and manage active equity portfolios that offer both improved performance and managed volatility.

What does quality really mean?

We use proprietary models designed to identify high quality companies, undertaking detailed assessments of each company compared to its peers, using fundamental factors that are empirically tested, supported by academic research and applied quantitatively. We believe that high quality companies should exhibit characteristics such as:

  • Management efficiency
  • Profitability
  • Cash generation

Why is Quality Important for Investors?

uality can help meet your investment objectives, as a single factor or in combination with other factors. Northern Trust’s proprietary method identifies high quality companies and thoughtfully incorporates into a portfolio that best suits your needs.

Featured Insights

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Featured Insights

 

Doing Good and Doing Well

By incorporating a quality factor overlay into an ESG portfolio, investors are able to emphasize the long-run sustainability of ESG practices while increasing the likelihood of performance above the benchmark. Read our paper to discover more.

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In this paper, Mike Hunstad takes a look at the conflicting definitions of quality and compares the volatility and returns.

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Bob Browne, CFA

Bob Browne, CFA

Chief Investment Officer
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Bob Browne, CFA

Bob Browne, CFA

Chief Investment Officer
 

Bob Browne is an Executive Vice President and Chief Investment Officer for Northern Trust. He is a member of Northern Trust's Operating Group, reporting directly to the Management Group.

Bob chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob joined Northern Trust in January 2009 and has more than 20 years of investment experience.

From 2004 until 2009, Bob worked for ING Investment Management and was the firm’s Chief Investment Officer for Fixed Income and Proprietary Investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, Bob was founder and Managing Partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was Co-Head of Americas Fixed Income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Bob spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.

Bob holds a B.A. with a major in economics from the College of the Holy Cross. He also has a Masters in international business studies from the University of South Carolina. Bob is a holder of the right to use the Chartered Financial Analyst® designation.

Want to Learn More?

 
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Learn about Quality Factor Investing

 

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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.

The Northern Trust Company holds Australian Financial Services Licence (“AFSL”) No. 314 970 ABN 62 126 279 918. Northern Trust Global Investments Limited (“NTGIL”) is exempt from the requirement to hold an AFSL under the Corporations Act. NTGIL is authorised and regulated by the FCA under UK laws, which differ from Australian laws. The Northern Trust Company of Hong Kong Limited (“TNTCHK”) is exempt from the requirement to hold an AFSL under the Corporations Act. TNTCHK is authorized and regulated by the SFC under Hong Kong laws, which differ from Australian laws. For investors in Australia, material on this website is directed to and should only be accessed by professional investors within the meaning of the Corporations Act 2001 (Cth) and is not intended for retail clients. For investors in New Zealand, this material is directed to and should only be accessed by registered financial service providers and is not intended for retail clients.