Northern Trust Offers 130/30 Strategy

Feb 6 2007 | 5:42pm ET

Northern Trust Global Investments, the multi-asset class investment management business of Northern Trust, has launched its Quantitative 130/30 Core Equity Strategy, which seeks to outperform the Russell 1000 Index by applying a multi-factor investment process and disciplined, risk-controlled approach.

NTGI's Quantitative 130/30 Core Equity Strategy has a goal of outperforming the Russell 1000 by 4% annually. The strategy enables the portfolio manager to take short positions up to 30% and long positions up to 130%, and is designed to leverage the strategy's alpha while maintaining 100% exposure to the market.

"With this strategy, institutional investors get to capture the full benefit of our research capabilities while overcoming traditional long-only inefficiencies," stated Jeremy Baskin, global head of quantitative active strategies for NTGI.

Northern Trust is a provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions and wealthy individuals worldwide. As of the end of December, Northern Trust had assets under management of $3.5 trillion, and assets under investment management of $697 billion.

In Depth

Related-Company Fees: Normal Industry Practice or Conflicted Compensation?

Nov 11 2015 | 4:23pm ET

Regulatory agencies as well as investors are increasingly exploring whether certain...


Ferrari Roars in Wall Street Debut

Oct 21 2015 | 4:28pm ET

Shares of supercar maker Ferrari jumped as much as 15 percent to a high of nearly...

Guest Contributor

Private Debt - What is the Opportunity?

Nov 11 2015 | 3:28pm ET

In this contributed article, Rob Allard, founding partner of Firebreak Capital...


Editor's Note

    Oct 21 2015 | 10:41am ET

    One of the most unique charity benefits in the hedge fund industry, A Leg To Stand On's (ALTSO's) Hedge Fund Rocktoberfest - NYC, raised nearly $500,000 last Thursday thanks to the generous support of major sponsors and nearly 1,400 attendees from the Tri-State finance, business and hedge fund communities. Read more…