By seeking to minimize risk and maximize liquidity, our indexing process is designed to help investors closely track to their goals and objectives.

Our investment process refers to the skill it takes to manage index strategies effectively and cost efficiently so that investors can achieve their desired outcomes. Our integrated global platform is backed by significant scale, range and infrastructure.

Our Advantages

Our investment philosophy and objective are executed through our three-faceted approach. A dynamic investment process, centered on efficiency, is designed to avoid unintended exposures, cost and tax implications.

Portfolio Construction Objectives

• Minimize active risk
• Maximize liquidity
• Address the trade-off between active risk and transaction costs

Implementation

• Manage market impact of trading
• Research ongoing index events
• Utilize integrated technology

Multi-dimensional Risk Controls

• Monitor portfolio daily
• Conduct both pre- and post-trade compliance
• Oversee performance on a continuing basis.

Important Information

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 comprises Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, Northern Trust Asset Management Australia Pty Ltd and investment 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. 314970 ARBN 126 279 918 issued by the Australian Securities and Investments Commission (“ASIC”). Northern Trust Asset Management Australia Pty Ltd (“NTAMA”) (ACN 648 476 019) holds AFSL Licence No: 529895 and is regulated by ASIC. NTAMA is authorised to provide general financial product advice for certain classes of financial products and to deal in certain classes of financial products to “wholesale clients” within the meaning under section 761G of the Corporations Act 2001 (Cth).

For investors in Australia, material on this website is directed to and should only be accessed by wholesale clients within the meaning of the Corporations Act 2001 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.

This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.