Category: Inclusion

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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