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Investment Management Expert

Daniel Phillips

Director, Asset Allocation Strategy

Daniel J. Phillips is the director of asset allocation strategy for Northern Trust Asset Management. Daniel is a member of the Investment Policy Committee and portfolio manager for Northern Trust's Global Tactical Asset Allocation Fund. He is responsible for overseeing the firm's asset allocation process and communicating those strategies with our clients. These responsibilities include participation on the capital market assumptions working group [FS(1] that produces Northern Trust's Five-Year Capital Market Outlook. This white paper is published annually and provides our long-term, global forecast for economic activity and financial market returns for asset classes and economies.

 

As a member of Northern Trust's Investment Policy Committee, Daniel is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts and set strategic portfolio allocations and recommendations. As a portfolio manager for the Global Tactical Asset Allocation Fund, he is responsible for the management of a globally diversified portfolio. Daniel monitors the asset allocation framework to ensure the allocation is aligned with the firm's evolving investment views and changing market and economic conditions.

 

Daniel received his bachelor's degree in finance and economics from the University of Iowa and an MBA in finance, economics and international business from the University of Chicago. He is a CFA® charterholder.