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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Thursday Nov 16, 2023
Thursday Nov 16, 2023
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by Mary Lukic, Head of Tax-Advantaged Equity at Northern Trust Asset Management. Mary provides an in-depth overview of tax-advantaged equity (TAE) strategies, explaining how these approaches offer insurance companies a valuable tool for managing gains and losses while maximizing after-tax returns. With over 35 years of experience in running tax-managed strategies, Northern Trust has become a leader in customizing portfolios to meet the specific tax objectives of insurers. Mary highlights the flexibility and customization available through TAE, how it performs in volatile markets, and its role in creating tax alpha. Whether you're an insurance professional looking to optimize your equity investments or simply curious about tax strategies, this episode delivers actionable insights and valuable knowledge.