Northern Trust Investments, Inc. (NTI) is the issuer behind the Northern Trust High Yield Value-Weighted US Corporate Bond Index ETF (HYGV). As an experienced financial institution, NTI applies its proprietary scoring models to construct the ETF's underlying index, which comprises a diversified universe of high yield, U.S.-dollar denominated bonds. NTI employs transparent, rules-based methodologies for security selection and weighting, aiming to optimize exposure to value, credit quality, and liquidity scores. With a passive investment approach, NTI seeks to replicate the performance of its index, providing investors access to a distinctive segment of the high yield corporate bond market.
The Northern Trust High Yield Value-Scored U.S. Corporate Bond ETF (HYGV) focuses on delivering dividend income by investing in a diversified universe of high yield, U.S.-dollar denominated bonds. Established to track the proprietary value, credit, and liquidity scores assigned by NTI's indexing methodology, the ETF seeks to optimize exposure to these scores while also considering sector, effective duration, and risk management. With a focus on favorable fundamental qualities and market valuations, HYGV aims to provide investors with a source of income from a portfolio of high yield corporate bonds within the U.S. market.
The Northern Trust High Yield Value Scored U.S. Corporate Bond ETF (HYGV) is designed to track the performance of a diversified universe of high yield, U.S.-dollar denominated bonds of companies exhibiting favorable fundamental qualities, market valuations, and liquidity. Employing a proprietary value score, credit score, and liquidity score developed by Northern Trust, HYGV optimizes its tracking to deliver exposure to high yield corporate bonds with strong value, credit, and liquidity characteristics. The ETF's strategy aims to provide investors with efficient and systematic exposure to the high yield segment of the market while adhering to transparent and objective rules for security selection and adjustments.
The Northern Trust High Yield Value Scored US Corporate Bond ETF (HYGV) seeks to track an underlying index designed to capture the performance of a diversified universe of high yield, U.S.-dollar denominated bonds. This ETF utilizes a rules-based methodology to select and weight securities based on proprietary value scores, credit scores, and liquidity scores, all determined by Northern Trust as the index provider. By optimizing exposure to these scores, HYGV aims to provide investors with targeted access to high-yield corporate bonds while managing systematic risk through correlation-driven strategies.
The Northern Trust High Yield Value-Scored U.S. Corporate Bond ETF (HYGV) focuses on a specific niche within the corporate bond market. It aims to track the performance of a diversified universe of high yield, U.S. dollar-denominated bonds of companies that exhibit favorable fundamental qualities, market valuations, and liquidity. By applying a proprietary scoring methodology, HYGV seeks to provide investors exposure to high yield corporate bonds with a focus on value, credit quality, and liquidity characteristics within the bond market sector.
The HYGV ETF aims to reflect the performance of a diversified universe of high-yield, U.S.-dollar-denominated bonds of companies exhibiting favorable fundamental qualities, market valuations, and liquidity. The Underlying Index follows a rules-based methodology to select and weight securities, optimizing exposure to a proprietary value score, credit score, and liquidity score, as determined by NTI (Northern Trust Investments). With constraints for exposure level, effective duration, low credit, and liquidity score, the optimization process focuses on maximizing exposure to the value score relative to the eligible universe, while managing systematic risk.
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