Daniel J. Phillips, CFA, is Director of Asset Allocation Strategy at Northern Trust. He is also an Investment Policy Committee Member and Portfolio Manager for Northern Trust multi-asset class products and strategies, including the Global Tactical Asset Allocation Fund.
As Director of Asset Allocation Strategy, Mr. Phillips is responsible for overseeing the firm's asset allocation process and communicating the firm's opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust's Five Year Capital Market Outlook. Published annually, the whitepaper provides our long-term forecast for economic activity and financial market returns for asset classes and economies across the globe.
As a member of Northern Trust's Investment Policy Committee, Mr. Phillips is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts, as well as set tactical and strategic portfolio allocations and recommendations.
As a Portfolio Manager, Mr. Phillips is responsible for the management of Northern Trust multi-asset class strategies. Mr. Phillips monitors the asset allocation framework to ensure the allocations are aligned with the firm's evolving investment views and changing market and economic conditions.
Mr. Phillips received his BBA degree in finance and economics from the University of Iowa and his MBA degree in finance, economics, and international business from the University of Chicago. He is an active CFA® charterholder.