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- Who We Serve
- What We Do
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- Insights & Research
Sustainable Investing
Sustainable Investing Built for Your Goals
2021 Stewardship Report
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Northern Trust offers a range of solutions to meet the sustainable investing objectives and targeted outcome for investors globally. Offerings cover equity, fixed income and real assets, leverage our global depth & expertise in quantitative active and index investing and are available in vehicles and structures to suit the needs of institutional and individual investors.
- Exclusionary Screening: Strategies that avoid investing in companies based on specific business activities, values or risk use environmental, social & corporate governance (ESG) criteria and analytics. These types of investment strategies may also incorporate a norms-based exclusion approach relative to principles from the UN Global Compact.
- Best-in-Class: Products that seek to invest in those companies that are leaders in implementing ESG or Sustainable Investing principles and avoid those companies who may be lagging in this area.
- ESG Integration: Strategies that incorporate ESG considerations across business activities and investments to target companies exhibiting both financial and non-financial sustainability; eliminating exposure to companies involved in objectionable business lines, and avoiding exposure to the least financially sustainable companies.
- Proxy Voting and Engagement: We advocate for strong corporate governance practices that we believe will create and sustain long-term value for our clients. Read our Proxy Voting and Engagement policy.
*Best-in-class ESG is industry
terminology referring to an investment approach that selects companies that are leaders
in implementing ESG.
QUANTITATIVE STRATEGIES
The strategy implements a unique Environmental, Social and Governance (ESG) integration strategy, alongside a proprietary quality factor screen, to quantitatively target companies with both financial and non-financial sustainability.
The strategy uses a proprietary multi-factor model based on rigorous academic and empirical research to target quality U.S. large- and mid-cap companies with favorable environmental, social and governance (ESG) qualities.
Index
Northern Global Sustainability Index Fund
The fund seeks to replicate the investment composition and overall performance
of the stocks included in the MSCI World ESG Leaders Index which is a diversified,
sector neutral global benchmark constructed using environmental, social and governance
(ESG) factors. The sector and regional neutrality is designed to help the Index outperform
other social responsibility and sustainability indices. Fund Objective: Capital appreciation.
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Exchange Traded Funds
The fund attempts to provide investors with a portfolio that provides exposure to U.S. companies that adhere to environmental, social and governance principles. Fund Objective: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX® USA ESG Impact Index℠ (Underlying Index).
The fund attempts to provide investors with a portfolio that provides exposure to global companies that adhere to environmental, social and governance principles. Fund Objective: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX® Global ESG Impact Index℠ (Underlying Index).