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Jake Weaver, CFA

Head of Equity Index Management

Biography

About Jake

Jake Weaver is the head of equity index management for Northern Trust Asset Management, responsible for the global equity index and tax advantaged equity portfolio management teams. He is also the chair of the Northern Trust Proxy Committee and a member of the Asset Management Risk Committee and Sustainable Investment Council.

Prior to rejoining the global equity team in Chicago in 2010, Jake was the head of international indexing in the London office, overseeing a team of portfolio managers investing in various international indexes. Prior to this role, Jake spent six years as a portfolio manager focused on tax advantaged equity and various quantitative strategies including Quality Small Cap Core.

Jake received a bachelor’s degree in finance from the University of Illinois and an MBA from the University of Chicago with concentrations in finance and organizational behavior. He is a CFA® charterholder and a Certified Public Accountant, and a member of the CFA Society of Chicago.

Driven by purpose, guided by humility.

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Recent Insights featuring Jake

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  • Index Investing as an Active Decision: Implications for Equity Investors
    Point of View
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    Index Investing as an Active Decision: Implications for Equity Investors

    Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
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  • Summer Index Rebalances: How They Work and Why They Matter
    MarketScape
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    Summer Index Rebalances: How They Work and Why They Matter

    Rebalancing events help ensure benchmarks maintain exposure to companies within their targeted asset class or markets, but the rebalancing can also impact investment portfolios.
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  • First Quarter Checkpoint: 2024 Market Performance Insights
    MarketScape
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    First Quarter Checkpoint: 2024 Market Performance Insights

    Analysis of Q1 2024’s equity market reveals the stage is likely set for a favorable equities market for the remainder of 2024.
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