Episode Notes

Bruce and Jeff speak to Nadia Papagiannis, head of model portfolio products at Northern Trust Asset Management, about investing beyond one’s comfort zone and what it is about our current economy that makes alternative investments unique.

Additional Resources:

The name of the model portfolio discussed by Nadia is Diversified Strategist Growth with Income, and the FlexShares ETFs that provide its alts exposure are: iBox 3-Year Target Duration TIPS Index (TDTT); High Yield Value-Scored Bond Index (HYGV); Morningstar Global Upstream Natural Resources Index (GUNR); STOXX Global Infrastructure Index (NFRA); and Global Quality Real Estate Index (GQRE). 

Guest Bio: 

Nadia Papagiannis, CFA, is Head of Model Portfolio Products, Northern Trust Asset Management (NTAM), which has $1T in AUM. She’s responsible for developing and managing discretionary, multi-asset class products. Nadia joined NTAM in 2018, having spent more than four years at Goldman Sachs Asset Management as Director of Alternative Investment Strategy and eight years at Morningstar, where she was the Director of Alternative Fund Research. She holds a bachelor’s degree in finance and French from the University of Wisconsin and an MBA from the University of Chicago Booth School of Business. In 2011, Institutional Investor magazine selected her as one of the publication’s Rising Stars of Mutual Funds. In 2017, The Hedge Fund Journal selected her as one of the 50 Leading Women in Hedge Funds.

This episode is sponsored by Schwab Asset Management.

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.