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INTELLIGENT INDEX FUND PORTFOLIO MANAGEMENT

Jake Weaver, CFA

Jake Weaver, CFA

Head of Equity Index Management
Jake Weaver is the head of equity index management for Northern Trust Asset Management, responsible for the global equity index and tax advantaged equity portfolio management teams. He is also the chair of the Northern Trust Proxy Committee and a member of the Asset Management Risk Committee and Sustainable Investment Council.
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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.



A Global Leader in Equity Indexing

 

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

 

Global Index Capabilities

Unless otherwise noted, rankings appeared in "Special Report on the Largest Money Managers," P&I 6/6/2022. Ranking based on total worldwide AUM of $1.3T as of 12/31/2021.

$677.4BNTAM Equity Index - Assets Under Management*

5thLargest Equity Index Manager in U.S. and Non-U.S.**

*As of September 30, 2023
**Total worldwide assets under management. Rankings are calculated based on 444 investment management firms responding to P&I’s online questionnaire. To qualify for inclusion in the rankings, each firm must manage assets for U.S. institutional tax-exempt clients, such as quali­fied retirement plans, endowments or foundations, and answer the minimum required questions. The above rankings are not indicative of future performance.