Category: Faster Forward

The Current Landscape for Digital Assets with Justin Chapman

The Current Landscape for Digital Assets with Justin Chapman

Season two of the Faster Forward podcast will be focused on digitization and digital assets. To kick off the season, we are joined by Justin Chapman, Executive Vice President and Global Head of Digital Assets and Financial Markets at Northern Trust. 

In this episode, Justin gives our listeners a glimpse into the current landscape for digital assets, examines key trends in the space, and explains how he is helping his organization move faster forward through digital innovation.

Justin discusses:

  • His background and how he got to his current role at Northern Trust
  • The formation of Northern Trust’s Digital Assets and Financial Markets Group 
  • How partnerships have helped to accelerate Northern Trust’s innovation in the digital arena
  • The regulatory environment for digital assets 
  • How digital assets have and will continue to transform traditional securities services and what Justin expects for the business over the next five to ten years
  • And more!

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Fairway Findings: Data Analytics in Golf with Mark Broadie and Pete Cherecwich

Fairway Findings: Data Analytics in Golf with Mark Broadie and Pete Cherecwich

To close out season one of the Faster Forward podcast, we are joined by an exciting set of guests: Pete Cherecwich, President of Asset Servicing at Northern Trust, who will be stepping in as our episode host, and Mark Broadie, Professor of Business at Columbia Business School and Author of “Every Shot Counts: Using the Revolutionary Strokes Gained Approach to Improve Golf Performance and Strategy” and member of the USGA handicap research team. 

Mark discusses his career as a Professor of Business at Columbia University, where he teaches finance, business, and sports analytics courses. He shares insights from his highly renowned book, where he applied his analytical skills from the financial world to uncover secrets of the game of golf, and explains how he is helping students and golfers across the globe move Faster Forward through the power of data. 

Join the conversation as Mark discusses:

  • His focus on teaching analytical concepts and methods with a sports niche 
  • The strokes gained approach and how it provides a greater analysis of a player’s performance compared to traditional statistics 
  • How professional and amateur golfers alike can embrace the strokes gained approach to improve their game 
  • What is next in Mark’s career, and what is his favorite course to play
  • And more

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Improving Investment Decisions with Equity Data Science

Improving Investment Decisions with Equity Data Science

Data is the most valuable resource to asset managers but probably the most underutilized. However, cutting-edge data analysis solutions are more accessible and cost-effective than many managers realize. 

In this episode, Greg McCall, Co-founder, President & CFO at Equity Data Science, discusses his background as a portfolio manager which led to him creating Equity Data Science, and how EDS’s cloud-based analytics platform works to provide decision support tools to asset managers to improve investment decisions. Greg also discusses the ways that Northern Trust and EDS leverage their partnership to help move clients Faster Forward through the power of data science. 

Listen as Greg discusses:

  • His industry experience and how he became co-founder at Equity Data Science
  • How EDS’s platform brings their clients’ internal and external data into a single environment
  • Leveraging data science to make investment decisions repeatable and scalable
  • The EDS and Northern Trust partnership
  • The benefits of EDS’s cost-effective and fully configurable technology

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Enhancing Process Documentation with Jennifer Smith and Pete Cherecwich

Enhancing Process Documentation with Jennifer Smith and Pete Cherecwich

Documented processes are essential to the function of businesses across the globe. However, manually transcribing processes can be mundane and time-consuming. Fortunately, Scribe is a tool that automates this task, making it significantly easier to create step-by-step process guides and allowing employees more time to focus on productive work.  

On this episode of Faster Forward, Jennifer Smith, Co-founder and CEO at Scribe, joins Pete Cherecwich, President of Northern Trust Asset Servicing to discuss how Scribe is transforming the distribution of knowledge and data across organizations and how Northern Trust has benefitted since onboarding the tool. 

Listen as Jennifer and Pete discuss:

  • Jennifer’s career journey and what inspired her to launch Scribe
  • How Pete came to the decision to onboard the tool at Northern Trust
  • How Scribe captures and produces step-by-step process guides
  • The ways Northern Trust employees leverage the tool
  • How the tool allows organizations to be more productive 
  • And more

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Behavioral Analytics to Drive Alpha with Paul Fahey and Clare Flynn Levy

Behavioral Analytics to Drive Alpha with Paul Fahey and Clare Flynn Levy

As asset allocators become increasingly involved in the investment process, they are looking to asset managers to answer questions about their investment decision-making and to explain performance. Without the right technology, it can be difficult for managers to pull out insights and articulate why they made the decisions they made. Investment teams are turning to behavioral analytics to better understand and improve their investment decisions.  

In this episode, Paul Fahey, Head of Investment Data Science at Northern Trust is joined by Clare Flynn Levy, Founder & CEO at Essentia Analytics to discuss what inspired Clare’s journey to begin Essentia Analytics, how Essentia’s technology gathers and produces actionable insights to help with the investment decision-making process and the ways that Northern Trust and Essentia leverage their partnership to help move their clients Faster Forward through the power of data science.  

Paul and Clare discuss:

  • Their experiences in the industry that led them to their roles today
  • Why managers and allocators are becoming more interested in behavioral analytics
  • How Essentia’s technology helps managers improve decision making
  • Quantitative and qualitative data that plays a role in portfolio manager’s performance
  • Where the Essentia and Northern Trust partnership is headed
  • And more

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Trends Impacting Cost and Alpha in Asset Management with Marc Mallett

Trends Impacting Cost and Alpha in Asset Management with Marc Mallett

Data is changing our world. As it becomes more sophisticated, we are given insight into trends that allow us to make better decisions and improve performance. This has proven to be especially true in institutional investing.

In this episode of Faster Forward, Marc Mallett, Global Head of Whole Office Strategy at Northern Trust, discusses the current landscape for asset managers in regards to outsourcing services to reduce costs. He also dives into how data has given asset managers meaningful insight into behavioral analytics, which allows them to assess and improve their investment decisions and in turn, generate alpha. 

Marc discusses:

  • Current trends in asset management and how they are impacted by client behavior
  • An increased interest in outsourced trading desks to provide scale and reduce costs
  • Harnessing data to create meaningful insights and improve performance 
  • What investment managers should keep in mind about the future of investing
  • And more!

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The Data Behind Inflation with Carl Tannenbaum

The Data Behind Inflation with Carl Tannenbaum

Economies around the world felt the shock of high inflation rates following a global pandemic and its related effects. While there are various quantitative and qualitative factors at play when forecasting inflation numbers, experts expect that inflation will come down in 2023.   

In the latest episode of Faster Forward, Carl Tannenbaum, Executive Vice President and Chief Economist at Northern Trust, explains the significant role that data has in projecting inflation rates and preparing global economic forecasts. 

Carl discusses:

  • His background as an economist and his role at Northern Trust
  • His involvement with the central bank’s response to the 2008 financial crisis
  • The current state of the global economy and where we are headed in 2023 and beyond
  • Qualitative and quantitative methods for forecasting inflation
  • And more!

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Asset Owners Create a More Powerful Voice with Melanie Pickett

Asset Owners Create a More Powerful Voice with Melanie Pickett

Asset owners are becoming increasingly more complex and powerful in the way they manage their portfolios. They are coming together in ways they have not before, leveraging data to produce insights and focusing on investments that align with their core values. As the world’s largest, most sophisticated investors these changes have had a significant impact on the institutional investing industry at large. 

In this episode of the Faster Forward podcast, Melanie Pickett, Executive Vice President and Head of Asset Owners, Americas, at Northern Trust discusses the impacts of trends influencing asset owners today, and how she is helping move her organization faster, forward.

Melanie discusses:

  • Her professional journey to where she is now as Head of Asset Owners, Americas
  • How asset owners are becoming more powerful in the investment process
  • The importance of customizable, quality data to provide actionable insights
  • And more

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DE&I and Data with Kim Evans

DE&I and Data with Kim Evans

Organizations across the globe are focused on moving the needle in their diversity, equity, inclusion and corporate social responsibility efforts. 

In this episode of the Faster Forward podcast, Kim Evans gives us an inside look at her role as the Head of Corporate Sustainability, Inclusion and Social Impact at Northern Trust. Kim discusses how data can facilitate Sustainability and DE&I efforts and why these initiatives are so important. 

Kim discusses:

  • Her background and what DE&I means to her on a personal level
  • Trends in DE&I today
  • How data is used in driving DE&I efforts forward
  • Tracking and quantifying the impact of DE&I and corporate responsibility initiatives
  • How others can strive to move DE&I efforts faster forward either in their personal lives or for their organizations
  • And more

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Data Driven with Pete Cherecwich

Data Driven with Pete Cherecwich

Data is rapidly evolving, and its impact is changing the way that our world operates. Innovations in data have left a big mark on the financial services industry in recent years, allowing organizations access to insights to improve their operations, create new products and better serve clients. Northern Trust has taken advantage of improvements in data and analytics over the years but embracing data has not come without challenges. 

In this first episode of the Faster Forward podcast, Pete Cherecwich, President of Northern Trust Asset Servicing discusses the role that data plays in investment decision making, DE&I, productivity and organizational change.

Pete discusses:

  • The role of data science in investment decision making
  • Data’s impact on DE&I
  • Shaping corporate culture to be more data driven 
  • Leveraging data to improve productivity 
  • And more

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