David Moore, CFA ,CAIA

Experience

• 

  Northern Trust

  Jan 2007 - Jan 2012

  David counseled high net worth families on all facets of investment philosophy and process, market trends, and portfolio performance.He was responsible for assembling, monitoring, and interpreting client portfolios through security selection on risk-adjusted basis. Additionally, he implemented diversification strategies for highly concentrated equity positions through covered call writing programs and other hedging techniques. Researched and analyzed industry themes across multiple asset classes to identify attractive investment opportunities while administering tactical asset allocation changes, investment portfolio design, and program rebalancing.Created monthly global economic and financial market outlook presentation materials for client meetings in addition to publishing weekly market commentary to update global staff members on economic and market data trends.

  • Portfolio Manager, Global Family & Private Investment Offices

    Jan 2010 - Jan 2012

  • Investment Analyst/Associate, Wealth Management Group

    Jan 2007 - Jan 2010
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  Northern Trust Wealth Management

  Jan 2012 - now

  •Led all strategic development efforts for build out of direct 3rd party Alternatives Platform (Hedge and Private Markets). Including, but not limited to, manager selection, legal fund formation, fundraising, and technology infrastructure.•Develop quantitative capital market assumptions and long-term capital market assumptions used for firm-sponsored portfolio optimization process•Research and identify the underlying drivers of manager return and risk to find high performing managers with desired risk characteristics on behalf of the Investment Committee tasked with ongoing diligence of all approved products for Wealth Management clients (both proprietary and 3rd party across asset classes)•Evaluate performance and risk using systematic risk factors and benchmarks•Support regional client service teams with enhanced analysis and guidance on asset allocation, manager selection and portfolio construction•Publish insightful quarterly investment commentaries anchored to best practices for private investors•Produce training presentations and materials to educate and train portfolio advisers Show less

  • Direct of Manager Research

    Sept 2022 - now

  • Senior Portfolio Research Analyst - National Investment Practice

    Jan 2014 - now

  • Investment Practice Consultant

    Jan 2012 - Jan 2014