Chicago-based Northern Trust Asset Management has launch two actively-managed UCITS funds which apply the NT Adaptive Equity strategy to World and Emerging Markets universes.
The NT Adaptive Equity strategy is designed to help investors navigate increasingly complex and fast‑changing markets. By combining deep fundamental insights with advanced data science, alternative data and adaptive portfolio construction, the strategy seeks to identify high‑quality companies and capture persistent, stock‑specific alpha opportunities beyond traditional equity factors.
The approach draws on NTAM’s proprietary research platform, integrating financial data with signals such as economic networks, corporate innovation, market sentiment and long‑term stakeholder value. Advanced analytical techniques, including natural language processing, are used to identify idiosyncratic opportunities that the market may overlook.
The Irish-domiciled funds are categorised as Article 8 under SFDR, incorporating NTAM’s proprietary screens alongside active stewardship through engagement and proxy voting. Early investment into the World Adaptive Equity fund is being made by an institutional investor in the Nordics, one of the key distribution regions of the funds.
“Adaptive Equity builds on the strength of our quantitative platform and reflects how systematic investing is evolving. said Guido Baltussen, global head of quant strategies at NTAM. “By moving beyond traditional factors and adapting as markets change, the strategy aims to deliver resilient alpha across cycles. Our global and experienced investment team has an established track record in quantitative investing and we’re pleased to expand our sophisticated quantitative equity platform with the launch of these strategies aimed at diversifying sources of alpha for institutional investors.”
Pedro Guazo, head of international and global head of responsible investing at NTAM, said: “With the launch of the NT Adaptive Equity funds, we are continuing to build out our quantitative offering for our institutional client base. Leveraging the NT Quantitative Strategies investment team’s extensive experience, built over three decades, our clients have access to portfolio solutions centered on innovation and risk efficiency across research, portfolio management and strategy.”
NTAM manages US$47 billion in quantitative strategies across equities and fixed income, as of March 31, 2026.
