Enabled by consistent data, leading technology and insightful analytics, we believe sustainable outcomes and financial returns can be jointly achieved by our clients, their investors and their other stakeholders. As ESG factors continue to play a heightened role in many investors’ considerations, our asset servicing solutions support our clients’ investment strategies and ongoing oversight.
From supporting research and idea generation to risk management and reporting, we combine our asset servicing expertise with industry-leading collaborations to solve our clients’ evolving ESG requirements throughout the investment value chain. Our solutions include:
A suite of analytics and reporting solutions designed to provide transparency and actionable insights on ESG exposures. We help support portfolio governance and oversight objectives with extensive global data coverage, advanced analytical capabilities and consultative support.
Gain insights into portfolio exposures across a range of ESG factors, evaluate the impact on your investment performance and monitor investment managers’ adherence to, or breaches of, socially responsible guidelines and ESG score thresholds.
Our solutions can support multiple disclosure requests by providing evidence of your portfolio’s consolidated ESG scores and exposures, monitoring changes in your portfolio’s ESG risk profile over time, and by supporting your adherence to increasing regulatory requirements.
We are able to help you factor ESG data into your investment process while identifying patterns that support decision-making and digitize the investment process.
Through collaboration with Equity Data Science we offer industry-leading, cloud-based software to help investment managers formalize, measure and refine decision-making – including helping factor ESG data into investment processes. This includes supporting decisions around the screening of securities, analyzing risk and performance, portfolio optimization, reporting and benchmarking.
This capability allows you to draw on data science to sort through information quickly and efficiently: integrating data from multiple sources and finding patterns that enable measurement and analysis of ESG factors. By overlaying Northern Trust’s core holdings, accounting, and transaction data with a host of other data sources, we can help deliver a cost-effective, flexible platform that helps optimize your investment processes and empowers you to identify your best ideas and make them scalable and repeatable.
We are proud to partner with Novata – a public benefit corporation that enables the private markets to achieve a more sustainable and inclusive form of capitalism.
Novata’s ESG solutions, technology platform and contributory database simplify the processes of selecting reporting metrics, collecting and storing relevant data, conducting analysis and reporting to key stakeholders, including limited partners and regulators. Learn more
Regulation is among the main catalysts for the growth of ESG assets – particularly the need for reporting standards, legal accountability and well-defined taxonomies.
The regulatory drivers underpinning ESG and sustainable investing are considerable, complex and evolving. Both asset managers and asset owners need to maintain pace with evolving regulations, as well as the linked stakeholder concerns and industry pressures they will continue to face.
Utilize our Regulatory Services to stay abreast of both regulatory change and your evolving responsibilities. As regulations expand and compliance challenges grow, our services can help you meet your obligations, while supporting your organizational focus in the face of regulatory change.
Northern Trust and PwC conducted a global ESG market study to explore institutional investor attitudes, future needs and preferences, as well as key trends and implications for businesses.
Achieving alpha is not only an art, it is a science.
For institutional investors with ESG goals, data is the name of the game. But with inconsistent data sets, no unified evaluation methodologies and a lack of global standards, investors can struggle to gather insights into portfolios. Data science can help make that easier.
The service provides institutional investors with key climate risk metrics, supporting regulatory oversight and reporting obligations.
ESG analytics support £11 billion pension fund’s oversight, governance and reporting of investments.