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- Insights & Research
Insights & Research Archive
Past Investment Professionals Insights
- Whitepaper
Turning the tide
Guide to investing in natural capital for UK pension schemes
- Article
Rethinking Data Management in the Nordics
Institutional investors in the Nordics are re-thinking data management strategies to optimise portfolio management.
- Whitepaper
Sustainability Disclosure Requirements
What these requirements mean for UK DC pension schemes
- Whitepaper
Implementing an Effective ESG Framework
Determining the ESG measurement criteria is crucial for your strategic goals.
- Whitepaper
Alts in Retirement Plans?
Learn more about the benefits and challenges of adding alts into DC Plans.
- Whitepaper
The Path to Net Zero
Practical tools and insights from industry experts in the UK on how to overcome the stumbling blocks in their paths.
- Whitepaper
Private Markets in UK DC pension schemes
Has the missing piece of the private markets puzzle fallen into place?
- Article
Leveraging AI for Alternative Asset Data
Things to consider for an AI-driven data management strategy
- Article
Do not let a shock, shock you
Learn more about risk mitigation and preventative measures that were discussed at our recent event.
- Article
The winning formula
How Northern Trust is leading the UK pension servicing field.
- Article
Harnessing Generative AI for Alternative Asset Investing
As asset owners have increased their allocations to alternative assets, many have been challenged in aggregating an accurate picture of their portfolios.
- Article
Alts in the AI Era
Alternatives Watch conducted a survey of global asset owners on how AI is impacting the investment process.
- Whitepaper
Implementing an Effective ESG Framework
The first paper of the series by Northern Trust and ORC discussed approaches and best practices to defining ESG objectives as the foundation of an effective framework.
- Article
An Age of Disruption
Practical insights from our annual Integrated Trading Solutions Summit ranging from GenAI to the impact of T+1
- Whitepaper
The Barriers to Investing in Private Markets are Coming Down
Research shows what the investment drivers are and the routes to access them.
- Article
The Emergence of AI Powered Funds
In a rapidly evolving world, AI has captured the imagination of many investors.
- Article
Central Clearing Required for U.S. Treasury Market
What the recent SEC rule means for certain transactions.
- Whitepaper
How Your Spending Policy Can Jeopardize Your Goals
Lower expected equity returns could challenge spending potential for non-profits.
- Blog
What is on the UK DC pension trustee’s agenda in 2024?
With the trustee’s agenda already full, could 2024 be the year that the transfer to a master trust becomes the inevitable future?
- Article
How Treasurers are Positioning Cash
Treasurers are likely seeking to diversify their cash holdings in different ways.
- Whitepaper
The Future of Funds
How the asset management industry must evolve for the digital future.
- Article
Options Market Update December 2023: Trends and Analysis
The latest on the US market as 2023 comes to a close.
- Whitepaper
The Shifting Landscape for Institutional Investors
The investment environment is in the early stages of a fundamental shift.
- Whitepaper
Navigating the Road Ahead
Northern Trust and True Partner Capital’s joint white paper provides insights on tackling investment risks in the Dutch pension transition.
- Webinar
Brace For Impact: Is Your Pension Portfolio Ready for 2024?
Our NTAM partners explore pension considerations in this webinar.
- Whitepaper
Data Driven Investment Process Key to Achieving Alpha
Data science and behavioral analytics can create more quantifiable, data-driven outcomes.
- Article
View from the UK
The Mansion House Reforms, Private Equity and DC – The Devil is in the Detail
- Article
November 2023 Treasury Market Update
The US Federal Government spending deficit is around 6% today.
- Whitepaper
DCALTA Issues Liquidity Framework for Alts in DC Plans
DCALTA puts forward a Liquidity Framework that draws from the deep experience of the DCALTA membership.
- Article
Gen AI In Pension Fund Industry
Balancing Innovation and Oversight Key to Leveraging the Benefits of Gen AI.
- Article
A Deep Dive Into U.S. Debt
The longer the U.S. debt is left to grow, the harder it will be to correct.
- Article
No GPS for Outperforming Managers
But this can get investors closer.
- Article
The Impacts of a Changing Regulatory Landscape
Investment advisers are contending with a wide range of challenges.
- Podcast
Data Automation is Revolutionizing Asset Owners
Melanie Pickett joined Nasdaq Trade Talks to discuss the powerful impacts of data on asset owners.
- Article
From Risk to Reward: Putting Your Data to Work
How asset owners can harness the power of their data to assess risk and drive impactful results.
- Article
Solving the Data Challenge: Alternative Investments
The complex nature of alternative asset classes creates a complex data problem for asset owners.
- Article
Solving the ESG Data Management Challenge
Equipping investors with a holistic view of data to make informed decisions.
- Article
Asset Allocation: The Future is not in the Past
The implications of this year’s themes of inflation volatility, liquidity concerns and deglobalisation.
- Article
Why the PRT Market Is Thriving
Insurers are seeking cost-effective solutions to manage the increasingly complex portfolios.
- Article
Evolution in the Securities Lending Market
Managing regulatory and market challenges over the last decade.
- Article
Generative AI Is Transforming Investment Management
Revolutionary AI technology is changing the world.
- Whitepaper
Bringing Together the Front Office & Capital Markets Community
Systemic shifts are occurring in asset allocation and performance decision-making.
- Article
Combining Tech and Talent for Allocators
Increased use of alts has created new hurdles for the front office, but they can be quickly addressed.
- Article
Data Science Levels the Playing Field for Asset Owners
How behavioral analytics is propelling asset owners forward.
- Article
Demystifying Longevity Risk Collateral Structures
How pension funds can navigate complex longevity risk collateral structures.
- Article
Leveraging Data Science to Stay Ahead of the ESG Curve
Relying on data to make better decisions will be key for ESG targets.
- Article
Optimizing Outcomes for Portfolio Transitions
Institutional investors can optimize outcomes by working with the right partner.
- Article
The Path to Alpha
An integrated securities finance strategy to boost portfolio returns.
- Article
Tailoring FX Solutions for Complex Investing
Steps required for a currency hedging strategy to stay on track.
- Report
Capital Markets Assumptions 2023
Return forecasts and long-term investment themes for the years ahead.
- Case Study
Healthcare Organization Case Study
How our technology and service offerings helped a healthcare organization.
- Article
Investment Data Science Builds Asset Allocators’ Power
Recent innovations in data science could bring huge payoffs in the investment industry.
- Article
Navigating Restricted Currency Markets
Foreign exchange trading is now more efficient and transparent than ever.
- Article
Optimizing Investment Decisions with Data Science
Using data analytics to improve decision making has grown significantly over the past decade.
- Article
Pension Consolidation is Gaining Traction
Global funds are continuing to rethink their pension models and what they should consider when consolidating.
- Whitepaper
Trends Accelerating Change in Investing
Explore the three key factors shaping the future for institutional managers and asset owners.
- Article
The One Stop Shop for Innovation
Cloud services are expanding capabilities to serve and attracting new customers.
- Webinar
Venn by Two Sigma and Investment Data Science
Institutional investors are accessing data and demanding more from their asset managers.
Past Operationals Professionals Insights
- Article
Risk and Resiliency
Insights from our UK Asset Owner Client Summit on creating a risk aware culture to manage risks and build resiliency
- Whitepaper
Evolution of Custody
This issue of Communiqué explores the key changes that will define custody services in the future.
- Whitepaper
Evaluating Custodial Banks as Asset Servicers
Custodial banks play a pivotal role as strategic asset servicers, but there are 3 considerations to keep in mind.
- Article
Solutions for Healthcare Organizations
Learn how comprehensive capabilities and services can help healthcare organizations optimize.
- Webinar
T+1 Webinar with DTCC
What you need to know and how to prepare.
- Article
Are Your Asset Managers Prepared for T+1?
7 questions you should be asking your managers.
- Article
T+1 is Coming: Are You Prepared?
Explore the benefits and potential challenges as the settlement cycle tightens.
- Article
AI’s Evolution in Financial Services and the Future Impact
Gen AI has the potential to revolutionize investment data analysis for decision making.
- Whitepaper
Resources from Essentia Analytics
Learn how behavioral data analytics can help asset allocators make decisions.
- Article
ESG Tokenization and Market Outlook
Demystifying tokenization and distributed ledger technologies in the financial market.
- Article
Optimizing Your Data Management for the Future
Data automation is critical for institutional investors with multi-asset portfolios.
- Article
The Proof Is In The Data When It Comes To DEI
Access to data can help allocators monitor progress toward diversity, equity and inclusion goals.
- Whitepaper
Beyond Asset Tokenization
The journey through the next evolution of asset servicing.
- Article
Considering Alternative Remedies
How healthcare organizations’ pivot to alternative assets can present operational indigestion.
- Podcast
Capital Allocators with Melanie Pickett
This episode explores the NT Asset Owner story and industry trends.
- Blog
Harnessing the Power of Data
The full benefits of technology will not be realized unless the underlying data is of high quality.
- Whitepaper
Asset Owners Create a More Powerful Voice
Explore how better data and tools have made asset owners more powerful.
- Blog
Pride, Passion and Lionel Messi
Pete Cherewich explores what it means to have pride in your work and a passion for success.
- Whitepaper
Embracing the Future of Investing
Why the asset servicing industry needs to adapt for the digital future.
- Podcast
Faster Forward with Kim Evans
Moving the needle of DE&I with data.
- Whitepaper
The Art of the Possible in Data Automation
Data automation is evolving at such a rapid pace, it is critical asset owners are looking ahead.
- Podcast
Faster Forward with Pete Cherecwich
Data is rapidly evolving, and its impact is changing the way that our world operates.
- Article
Leveraging Digitized Banking in Pursuit of Real-Time Payments
The current and future applications of AI and machine learning.
- Podcast
Faster Forward with Carl Tannenbaum
An economic update with our Chief Economist
- Blog
The Power of Giving
Every contribution matters when it comes to philanthropic giving.
- Article
Future-Proofing Legacy Tech
A look at how insurers are seeking new outsourced solutions.
- Podcast
Faster Forward with Melanie Pickett
Asset owners are becoming increasingly more powerful in the way they manage their portfolios.
- Whitepaper
ESG Imprint on Institutional Investing
Considerations for institutional investors as a result of the PwC ESG survey.