Customized investment programs designed to match your objectives
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.
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.
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.
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.
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