Six Key Drivers of Unintended Portfolio Outcomes

Session Summary: Using analysis from nearly 300 institutional equity portfolios around the world, this session will take a deep dive on portfolio construction to reveal the underlying investment elements causing a drag on institutional portfolios – and the steps that could be taken to enable more consistent returns.
 
Presenter:
Mike Hunstad
Chief Investment Officer - Global Equities
Northern Trust

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $60.00 / Non-Member Registration: $115.00
 

Instructors

Mike Hunstad

Michael Hunstad is Executive Vice President and Chief Investment Officer, Global Equities at Northern Trust Asset Management. Michael serves on the asset management executive group and has oversight of all equity portfolio management, research and trading activities including quantitative, index and tax-advantaged strategies. Previously, Michael was director of quantitative research where he was responsible for leading Northern Trust Asset Management's factor based research and product development programs. Prior to joining Northern Trust, he was head of research at Breakwater Capital, an algorithmic trading firm and hedge fund. Previously, he was head of quantitative asset allocation at Allstate Investments, LLC and a quantitative analyst with a long-short equity hedge fund. He also served as an adjunct professor at the Illinois Institute of Technology. He holds a Ph.D. in mathematics, an MBA in finance, an M.A. in econometrics and a bachelor's degree in economics.

As a GAPPT presenter, Michael has received information regarding educational instructional methods and adult learning processes.

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