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Equity Imperative

 
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Equity Imperatives

The Equity Imperative. Taking the Right Risks.

The Equity Imperative research series provides new insights around the evolving equity landscape to help you navigate a better route to achieving your investment objectives.

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Latest Insights

Evaluating the Efficiency of Smart Beta Indices: A New Metric

Learn how well smart beta indices capture exposure to compensated risk factors and minimize unintended, uncompensated exposure can help explain the wide differences in performance results.

 

Featured Insights

Choosing a 'Smart Beta' Factor: Not Which, But When

Read our latest paper to know why investment horizon, rather than the timing of incorporating factor-based strategies, is the key to meeting your objectives.

Preparing for a Low Carbon Economy

This paper examines how investors can achieve their broader investment objectives while meeting their low-carbon goals using a combination of Quality and Low Carbon.

Through the looking glass: Portfolio truths. Factor solutions

Learn why even skilled, sophisticated investors are not achieving their precise objectives with their equity portfolios’ factor exposure.

Combining risk factors for superior returns

Explore how combining risk factors can offer diversification benefits to investors in addition to superior returns.

Improving Active Risk Budgeting

Learn why allocating a portion of your portfolio to managers with high levels of active risk is not the best way to generate outperformance.

Doing good and doing well

Discover how you can pursue an environmental, social and governance (ESG) strategy and obtain the best performance possible by incorporating quality factors in your portfolio construction.

What is quality

Gain a better understanding of what “quality” is and how its inclusion in a factor-based portfolio can help improve investment results.

Understanding Factor Tilts

Examine how incorporating style factors into portfolio construction can bolster results, and which factors may have a bigger impact.

The New Active Decision in Beta Management

Learn why many investors are taking a more active approach to beta in their portfolios, by using alternative indices and engineering equity.

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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.