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Capturing the Right Factor Fundamentals in Your Portfolio


In the recent webcast,
Factor Fundamentals for Your Portfolio, Michael Hunstad, Head of Quantitative Strategies, Northern Trust Asset Management; and Michael Natale, Head of Intermediary Distribution, Northern Trust Asset Management, outlined the various equity factors that can be used to adjust to different macroeconomic conditions.
For example, during a contraction, low volatility and quality factors have outperformed. In a recovery period, the size and value factors stand out. In an economic expansion, size and value continue to take charge, albeit at a lower pace. Lastly, in an economic slowdown, momentum usually shines.
Equity market factors can exhibit varying performances. In 2020, the momentum factor outperformed, while value and dividend yield factors underperformed by very wide margins. ....

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Leeds links Lender Connect to mortgage platform | Mortgage Introducer


Leeds Building Society is linking Lender Connect from Iress to its online mortgage platform.
Lender Connect uses API technology to connect customer relationship management systems and Leeds Building Society’s Mortgage Hub platform.
This results in less re-keying, a reduction in error rates and assistance with compliance oversight.
Martese Carton, Head of Intermediary Distribution at Leeds Building Society, said: “Since launching Mortgage Hub with Iress last year, our mortgage application process has become more streamlined, saving everybody time amid some of the busiest months for lending in our history.
“The user-friendly interfaces have simplified applications for both our colleagues and intermediary partners. Lender Connect further enhances the process, allowing many intermediaries to submit a case at the touch of a button, saving the need to re-key.” ....

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PPB Capital Partners Hires Thomas Anderson as President


Press release content from Business Wire. The AP news staff was not involved in its creation.
PPB Capital Partners Hires Thomas Anderson as President
March 12, 2021 GMT
CONSHOHOCKEN, Pa. (BUSINESS WIRE) Mar 12, 2021
PPB Capital Partners (“PPB or “the Firm”), a provider of alternative investment solutions and streamlined processing for wealth advisors, is pleased to welcome industry leader Thomas R. Anderson to the team effective March 1, 2021.
Anderson will serve as President of PPB and will be responsible for implementing and executing PPB’s growth strategy. He will lead the sales and advisor relations teams, guide product development initiatives and ensure the firm continues to provide industry-leading, white-glove service to its wealth advisors and partners. ....

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