Investment Management Expert
Director, Asset Allocation Strategy
Daniel J. Phillips is the director of asset allocation strategy for Northern Trust Asset Management. He is also an Investment Policy Committee member, and portfolio manager for Northern Trust's Global Tactical Asset Allocation Fund.
As a director of asset allocation strategy, Daniel 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. This product is published annually, and 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, Daniel 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 for the Global Tactical Asset Allocation Fund, Daniel 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 his MBA in finance, economics, and international business from the University of Chicago. He is a CFA® charterholder.