Trust for Professional Managers Price & Performance (APUE)

Northern Trust Asset Management has been recognized with the 2025 LSEG Lipper Fund Award for Best Equity Large Fund Group in Europe. With $1.3 trillion in assets under management, the firm demonstrated exceptional risk-adjusted performance over three years, solidifying its reputation as a global investment leader.1

Robo-advisors are becoming a preferred choice for investors seeking low-cost, automated portfolio management. Platforms like Betterment and Fidelity Go offer diversified portfolios, tax-efficient strategies, and accessible financial planning. These tools cater to beginners and passive investors, providing an alternative to traditional financial advisors.2

A recent Invesco study reveals that ETFs make up 63% of assets in model portfolios, while active mutual funds dominate fee budgets. The report highlights strategic asset allocation and the growing role of AI in enhancing returns and managing risks, marking a shift in portfolio management trends.3