ESSAYS & COMMENTARIES
by President Dan diBartolomeo
Follow industry related topics and client questions being addressed by Northfield's President.
Making “Robo-Investing” Work: Key Requirements
February 12, 2016
All Essays



NEW PRODUCTS:
Outsourced Risk Assessment Services
Northfield's risk consulting service specially designed to fulfill the risk management needs of asset owners
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PRISM Service
Portfolio risk management and performance attribution operating as an Excel Add In
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The XRD Equity Risk Models
Hybrid methodology combining the advantages of both time-series and cross-sectional regressions for different types of factors
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WealthBalancer Service
The most sophisticated system available to financial services firms for their clients’ long-term, personal wealth planning
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See what makes WealthBalancer
a game changer!
Wealth Balancer Video
WealthBalancer… The most sophisticated system available to financial services firms for their clients’ long-term, personal wealth planning. read more…
UPCOMING EVENTS:
Webinar - Passive Management, Market
Efficiency and Long Term Return Premia
August 25, 2016 11:00 AM EDT
Presented by Dan diBartolomeo
Register Now


Webinar - Tax Evasion, the Panama Papers
and Global Wealth Management
August 30, 2016 4:15 pm EDT
Presented by Dan diBartolomeo

This is an APViewpoint event and is eligible
for one IMCA® and CFP Board® CE credit
Register Now


Northfield's Retirement Investing Workshop
October 4-5, 2016
MIT Endicott House Conference Center
80 Haven Street
Dedham, MA
Register Now






IMPORTANT ANNOUNCEMENTS:
Northfield’s Launches WealthBalancer

Read the Press Release



State Street to Integrate Northfield’s Risk Factor Tools into its truView® Platform

Read the Press Release