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Northern Global Tactical Asset Allocation Fund (BBALX)
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13.34
+0.06
+0.45%
16/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 78.58M
Northern Global Tactical Asset Allc
13.34
+0.06
+0.45%
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BBALX Overview
On this page you'll find an in-depth profile of Northern Global Tactical Asset Allocation Fund. Learn about the key management, total assets, investment strategy and contact information of BBALX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anwiti Bahuguna | Senior Portfolio Manager | 2023 | Now |
| Biography | Anwiti Bahuguna is a senior portfolio manager with the Global Asset Allocation Team at Columbia Threadneedle Investments. She is responsible for asset allocation research and portfolio management of the asset allocation funds and separately managed accounts. Dr. Bahuguna joined one of the Columbia Threadneedle Investments legacy firms in 2002. Previously, Dr. Bahuguna worked at Fleet in its corporate strategy and development group, where she provided investment banking analysis on transactions such as mergers and acquisitions in all types of financial services companies. Prior roles have also involved strategic planning for restructuring and positioning the corporation and its components for growth and expansion. She has been a member of the investment community since 1998. Dr. Bahuguna received a B.S. in economics and mathematics from St. Stephen’s College, Delhi University, and a Ph.D. in economics from Northeastern University. | ||
| Daniel Ballantine | - | 2023 | Now |
| Timothy Johnson | Head | 2022 | Now |
| Biography | Timothy Johnson joined NTI in January 2022, where he is the Head of Portfolio Solutions and a member of the Fixed Income Strategy Committee. Prior to joining Northern Trust, Mr. Johnson led various portfolio management teams at BNP Paribas Asset Management and held senior portfolio management positions at BlackRock and De Nederlandsche Bank. Timothy started his career as an Asset-Liability Management Analyst/Credit Analyst at AllFirst Bank. He has 18 years of investment experience. Timothy earned his BA in economics and MBA in finance, both from University of Maryland (1992). He also has a Master of Public Policy from Duke University (1997). | ||
| Daniel J. Phillips | Senior Vice President | 2011 | 2024 |
| Biography | Daniel J. Phillips, CFA, is Director of Asset Allocation Strategy at Northern Trust. He is also an Investment Policy Committee Member and Portfolio Manager for Northern Trust multi-asset class products and strategies, including the Global Tactical Asset Allocation Fund. He joined Northern Trust in 2005. As Director of Asset Allocation Strategy, Mr. Phillips is responsible for overseeing the firm's asset allocation process and communicating the firm's opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust's Five Year Capital Market Outlook. Published annually, the whitepaper provides our long-term forecast for economic activity and financial market returns for asset classes and economies across the globe. As a member of Northern Trust's Investment Policy Committee, Mr. Phillips is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts, as well as set tactical and strategic portfolio allocations and recommendations. As a Portfolio Manager, Mr. Phillips is responsible for the management of Northern Trust multi-asset class strategies. Mr. Phillips monitors the asset allocation framework to ensure the allocations are aligned with the firm's evolving investment views and changing market and economic conditions. Mr. Phillips received his BBA degree in finance and economics from the University of Iowa and his MBA degree in finance, economics, and international business from the University of Chicago. He is an active CFA® charterholder. | ||
| Christopher D. Shipley | - | 2022 | 2023 |
| Biography | Christopher Shipley, Senior Vice President, is Director of Equity Research for Northern Trust Asset Management where he oversees the firm's in-depth fundamental research effort. He currently co-manages the Northern Income Equity Fund. Prior to joining Northern Trust in 2000, Mr. Shipley was an investment associate in the Equity Investment division at Allstate Insurance Company, Northbrook, Illinois. Mr. Shipley received a B.S. in finance from Northern Illinois University and an MBA from the University of Notre Dame. | ||
| James D. McDonald | Executive Vice President | 2014 | 2023 |
| Biography | Mr. McDonald joined NTI in 2001. Mr. McDonald is the Chief Investment Strategist of Northern Trust and chairs the Northern Trust Tactical Asset Allocation Committee. Mr. McDonald is also a member of the Northern Trust Investment Policy and Private Equity Investment Committees. | ||
| Robert P. Browne | Executive Vice President | 2014 | 2021 |
| Biography | Mr. Browne joined NTI in 2009. Mr. Browne is the Chief Investment Officer of Northern Trust and chairs the Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. Mr. Browne is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. | ||
| Peter J. Flood | Senior Vice President | 2008 | 2014 |
| Biography | Peter J. Flood is a Senior Vice President at the Northern Trust Company, Chicago. Peter heads Northern Trust’s Fixed Income Risk Management and Strategy Group, which is responsible for the portfolio and business risk management of domestic, global and joint venture activities. In addition, Peter chairs our Fixed Income Strategy Committee, which creates and guides the investment strategy for the firm’s institutional, fiduciary and agency relationships. Previously, Peter managed our Fixed Income Research Division, with responsibility for the credit analysis of taxable, global, high yield and municipal debt obligations used in our fixed income portfolios. Prior thereto; he led the firm’s municipal bond portfolio management team.Peter joined Northern Trust in 1979.He received a B.S degree from Loyala University, Chicago, and his M.B.A. degree from the University of Chicago Graduate School of Business. | ||
| John S. Cole | Senior Vice President | 2007 | 2008 |
| Biography | Cole is a senior vice president of Northern Trust. He has had such responsibility since September 2005. Cole joined Northern Trust in 2005. From 1997 to 2005, he was with Lincoln Equity Management, LLC. From 2003 to 2005, Cole served as the chief operating officer and managing director and during the past five years has managed various equity portfolios. | ||
| Colin A. Robertson | Senior Vice President/Portfolio Manager | 2002 | 2008 |
| Biography | Colin A. Robertson is a Senior Vice President at The Northern Trust Company, Chicago. Colin is managing director of Fixed Income for Northern Trust Global Investments with responsibility for over $375 billion in fixed income assets. Colin is responsible for overseeing fixed Income investment for individual and institutional investment management accounts at Northern Trust as well as for Northern Funds and Northern Institutional Funds. Previously, he was Director of Northern Trust’s high quality core, short duration and global fixed income products. Through his leadership managing credit-sensitive fixed income portfolios, Northern Trust has built a world-class short duration fixed income team, investment process and products. Prior to joining Northern Trust as a Senior Vice President in July, 1999, Colin worked for Mellon Financial Corporation where he was the chief investment officer of securities lending. At the same time, Colin was a senior manager representing investment activities for Mellon Capital Management and the Boston Company.Prior to Mellon Financial, Colin managed short/intermediate money for Harris Investment Management.Colin received a B.S. degree in business from Indiana University and an M.B.A. degree in Finance/International Management from Kellogg Graduate School at Northwestern University. | ||
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