Investment Scenarios: Beyond the Consensus View – FlexShares Exchange Traded Funds – 4.10.19

Summary:

Now On Demand.

What do investor’s like? They like certainties – investors are always attempting to predict the future or put some level of certainty around how an investment will do in a given environment. You can often pick up any media publication and get a consensus view. From an investor’s standpoint, however, we believe the consensus view is not really that useful.

Several years ago, the investment team at FlexShares, a division of Northern Trust Asset Management, began to use scenario analysis in order to explore the impact of different drivers on the market, how that fits with the consensus view, identification of alternative investing scenarios and application of strategies within each scenario that can potentially benefit an investor’s portfolio.

Please join Christopher Huemmer, CFA, Senior Investment Strategist, FlexShares Exchange Traded Funds and Michael Natale, Head of Intermediary Distribution, to learn more about using alternative market scenarios and corresponding strategies to potentially add value to your client relationships and their portfolios.

Key Points of Discussion:

• Developing a base case market view
• Identifying current risk cases
• Applying potential winning strategies to enhance your clients’ portfolio allocation

Speakers:

Christopher Huemmer is a Senior Investment Strategist for FlexShares Exchange Traded Funds (ETFs). He is responsible for equity strategy and provides equity product development, investment strategy and related ETF product expertise to the team. Christopher serves as the catalyst and conduit for turning Northern Trust Asset Management’s investment thought leadership into successful ETF products. He leverages the firm’s portfolio management and construction skill sets and engages with client-facing partners to identify and develop innovative ETF investment strategies.

Prior to being named Senior Investment Strategist for ETFs, Christopher worked at Zacks Investment Research for 12 years, where he served as Director of Index Services, focusing on quantitative index strategies to be replicated in ETFs as well as other structured products.

Christopher received a BS degree from Cornell University and is a CFA charterholder. He is a member of the CFA Society of Chicago and the CFA Institute.

Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Management’s presence in the intermediary market and driving the adoption of our investment expertise and strategies across North America.

An experienced investment industry professional, Michael has successfully built, developed and managed sales teams for more than a decade, focusing on diversity, process and qualitative results. He has experience across channels and products, including ETFs, mutual funds and managed solutions.

Prior to joining Northern Trust, Michael spent seven years with Deutsche Bank and five years with Morgan Li where he managed and developed internal sales teams with more than 50 professionals.

Michael earned his BBA and MBA from Stetson University (Deland, FL). He is a former professional golfer and a four-time Chicago City Amateur Champion. Michael holds the FINRA series 7, 24, and 63 securities licenses.