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Index Equity

Delivering index exposure across regions and investment styles in a cost efficient manner while minimizing tracking error.

OUR PHILOSOPHY

We believe investors should be compensated for the risks they take — in all market environments and any investment strategy.

Minimize Tracking Error and Transaction Costs

We manage index funds to minimize transaction costs and maximize liquidity to achieve low tracking error, leveraging our integrated technology platform, global scale, and decades of experience in portfolio management and trading.

BENEFITS

Effective Index Tracking Through Efficient Tracking Error Management

Index Investing With Impact Through Sustainable Stewardship Practices

Reliability from a Global Indexing Leader

PRINCIPLES OF INVESTING

Managing the trade-offs and optimizing to control trading costs, liquidity, and active risk.

Successful index investing means delivering the risk and return characteristics of the benchmark by skilfully avoiding unnecessary transaction costs. Balancing the trade-off between tracking error and transaction costs requires thoughtful portfolio construction and management given transaction costs differ across market segments and company size ( refer to chart). We leverage our global equity platform and deep market expertise to achieve low tracking error in our index funds. 

Global Developed Markets: MSCI World Index Chart
HOW IT WORKS

Implementation

Manage trading costs, index events, market access and liquidity

HOW IT WORKS

Risk Controls

Portfolio manager monitoring, compliance oversight and risk management

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Index Equity How It Works
WHO IT'S FOR

Investors Seeking to Deliver Impact Through Their Portfolio's Index Allocations

Creating impact for index investors through effective stewardship practices.

Investors Seeking to Reduce Overall Portfolio Costs by Allocating to Index Strategies

A global index framework backed by knowledge, experience and scale allowing low cost index management.

Investors Seeking to Match the Performance of an Index

Many decades of experience and scale drives index management decisions.

Team Expertise

Jake Weaver, CFA, CPA

Head of Global Equity Index

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Jake Weaver image

Nicholas Dymond, CFA

Director, International Index Equity

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Nicholas Dymond image

CONTACT US

Submit questions or comments and someone from Northern Trust Asset Management will be in touch.