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Tax Advantaged Equity


Seeks to Maximize After-Tax Returns with Target Equity Market Exposure and Active Tax Management

Capital gains taxes can significantly erode the total return for taxable investors. Therefore, tax considerations should be one of the primary objectives in the portfolio management process

Northern Trust's tax advantaged equity team will work with you to develop a customized, flexible, tax-efficient solution.

Our Philosophy

Northern Trust seeks to provide customized risk-efficient, cost-effective market exposure and strong after-tax investment returns through an in-depth understanding of our taxable clients’ complex investment and tax objectives.

Our Strategy

  • Provides a similar pre-tax return to your chosen equity benchmark.
  • Seeks to maximize long-term after-tax total returns through active tax management, capital gain or loss realization, aggressive transaction cost management and proprietary risk management.
  • Is applied to over 30 different custom, domestic and international benchmarks, including both ADR and local shares.
  • Designed to offer a flexible, consultative program to meet your investment and tax needs that can be dynamically adjusted to changes in your tax situation.
  • Emphasizes ongoing communication between you and our experienced tax advantaged equity portfolio management team.

Our Investment Process

Customized and flexible tax-advantaged programs are designed to meet your unique long-term investment objectives.

  • Listen. Your dedicated portfolio management team works with you to integrate your specific goals into your tax advantaged equity portfolio.
  • Trade. Regular trading is conducted to consider portfolio objectives, wash sale rules, and transaction cost minimization.
  • Communicate. Our team will regularly communicate with you to ensure investment objectives are met and determine if modifications to the process need to be made.


Why Northern Trust for Tax Advantaged Equity?

  • Over 20 years of success providing global, tax-managed market exposure to our clients.
  • A dedicated portfolio management team with an average of 13 years of financial industry experience.
  • Customized and flexible tax-advantaged equity programs designed to meet your unique investment objectives.
  • Regular communication from initial account set-up and ongoing portfolio management.
Matt Peron

Matt Peron

Managing Director, Global Equity
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Matt Peron

Matt Peron

Managing Director, Global Equity

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.

Point of View
Investment insights, trend analysis and timely commentary from our investment experts.
Investment Products and Services are:

Not FDIC INSURED; May lose value; No bank guarantee

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© 2017 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. 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.