Outsourced Chief Investment Officer

A Complete, Cost Effective and Customized Approach for Your Total Portfolio

Institutional investors are facing heightened challenges of increased complexity and constrained resources in their investment programs. Northern Trust is an outsourcing partner with deep expertise in the design and implementation of sophisticated investment programs and a fiduciary approach to the oversight of those programs.

Our approach leverages a multi-manager practice founded 35 years ago to support institutional demand for a trusted advisor that avoids conflicts of interest by using best-in-class external managers. We’ve developed strategies to meet varied investment objectives, and can do the same for your organization.

After carefully defining your return objective and risk tolerance, we build a customized multi-manager investment program diversified across multiple asset classes, multiple managers and multiple styles. All combined with continuous investment management evaluation for your entire portfolio. The result is a comprehensive investment program that increases the probability of achieving your investment objectives over the long-term, while seeking to minimize your risk and volatility of returns over the short-term.

When it comes to your investments, we offer solutions to meet your needs

As a leading investment manager, trustee and custodian, we provide an integrated suite of investment solutions to meet the planning and administrative goals of retirement plans, foundations, endowments and sophisticated family offices like yours:

• Investment policy statement development
• Program construction
• Asset allocation design (including glidepath development for pensions based on full asset-liability analysis)
• Dedicated Client Investment Officer
• Full investment committee support including performance reporting
• Program monitoring and evaluation
• Portfolio rebalancing
• Risk management
• Investment manager selection, monitoring and replacement
• Trust and custody services
• Benefit payment services

 

Important Information

Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.

This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.

Issued by Northern Trust Global Investments Limited.