NORTHWESTERN MUTUAL Overview

Northwestern Mutual Investment Services Llc is an investment advisor that manages 5.5 BN dollars in regulatory AUM and has 3884 employees, of which 3755 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 12/31/15. The fund's latest filing disclosed 525MM in positions, representing 9% of the manager's regulatory AUM.

NORTHWESTERN MUTUAL StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NORTHWESTERN MUTUAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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NORTHWESTERN MUTUAL Founders and Key Employees

Name Title In Position Since
Daniel Arthur Riedl Vice President And Chief Operating Officer June-2005
Jeffrey B Williams Vice President And Chief Compliance Officer February-2006
Michael Gerard Carter Director September-2008
John Mitchell Grogan Director And Senior Vice President June-2010
Jennifer L O'Leary Treasurer/Finop November-2012
Calvin Robert Schmidt Director And Senior Vice President July-2009
David Grove Stoeffel Director And President/Ceo May-2014
Ronald Peter Joelson Director May-2014
Timothy John Gerend Director And Senior Vice President September-2014

NORTHWESTERN MUTUAL Brokers, Custodians, Auditors and Administrators

Type Company

NORTHWESTERN MUTUAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

NMIS’ Investment Products and Programs Committee (the “Committee”) uses research regarding asset allocation and securities analysis from NMWMC. NMWMC principally uses quantitative analysis, but also uses qualitative analysis to develop the asset allocation strategies and select the investment options it recommends to NMIS. NMWMC
examines underlying funds (which include ETFs, mutual funds, and variable annuity sub- accounts) past returns, risk, style consistency,
expenses, manager tenure, fund history and
other quantitative information relative to peers. It also conducts a comparative analysis of the funds’ individual Portfolios and investment
styles. NMIS recommends asset allocation strategies with risk tolerance ranges categorized from “conservative” to “very aggressive.” Investing in securities involves risk of loss which you should be prepared to bear.


In developing its...
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NORTHWESTERN MUTUAL Portfolio Concentration

NORTHWESTERN MUTUAL Location

611 EAST WISCONSIN AVE
MILWAUKEE, Wisconsin
UNITED STATES, 53202-4797

NORTHWESTERN MUTUAL Contact Information

Phone Number: 866-664-7737
Fax Number: 414-665-6297
Website:

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