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Research & Insights

Investment Research Publications by Emotomy Principals

April 2021

Northern Trust Asset Management 2020 Annual Stewardship Report

Download Northern Trust’s 2020 Stewardship Report to explore how we engaged with corporations and voted on sustainable business practices that improve the environment, society and corporate governance

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April 2021

The Base Effect

Inflation is gaining momentum partly because of the low base from pandemic-depressed prices. Investors are shrugging it off for now.

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Point of View

Investment insights from Northern Trust Asset Management

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MarketScape

Our investment experts share weekly insights on global markets and investments.

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March 2021

Innovating and Integrating Fintech

Watch Adam Boyer as he discussed the role of digital advice platforms at Investment News’ recent Fintech Summit

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February 2021

In-House Portfolio Construction

Bob Veres on how Emotomy’s white-labeled “In-House” solution helps RIAs grow their practice

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February 2021

The Key to Small RIA Firm Success: “Automated Personalization”

How technology improves efficiency, profitability and growth potential of RIA practices

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February 2021

Enhancing an income portfolio with factor design

Factor-base income portfolio design can help investors achieve income with less risk

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November 2020

Where Are Advisors Finding Efficiencies To Grow?

Current insights from a decade of advisor research from FlexShares.

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November 2020

How digital tools can enhance the advisor-client relationship

Watch the Race to Scalability Webcast hosted by FlexShares and Investment News.

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October 2020

What Really Matters Over The Next 5 Years

COVID-19, the U.S. presidential election, Brexit risk, more deficit spending, higher deficits, China’s aggressive actions – are these what will really matter over the next five years?

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October 2020

The Risk Report: 6 Common drivers of unexpected portfolio results

Explore what Northern Trust’s four-year, aggregated global analysis of more than 200 institutional equity portfolios uncovered.

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October 2020

The Risk Report

New Report Reveals 6 Common Drivers Behind Unexpected Portfolio Results.

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October 2020

Looking for flexibility? A digital advice platform may help

Sabrina Bailey discusses why adding a digital advice platform may be the right call for your firm.

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SEPTEMBER 2020

Capital Market Assumptions: 2021 Edition

Get our long-term asset class return expectations and forecasts for the years ahead.

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