- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Investing
- Trends & Strategies
ESG as a Risk Management Tool
Understanding the varying forms of risk is central to investing.
- Trends & Strategies
ESG and “Tracking Error”
How closely should portfolio return mirror benchmark performance?
- Markets
Market Currents Podcast
Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.
- Markets
The Weekly Five
Stay informed on recent market developments and their impact on your portfolio.
- Trends & Strategies
Trusts and Sustainable Investing: Building the Bridge
Incorporate ESG strategies into trusts with family values statements.
- Trends & Strategies
ESG’s Influence on a Portfolio
Understand how investment factors differ between ESG funds and conventional funds.
- Trends & Strategies
ESG Myth Busting
Five common ESG investing myths.
- Money Masterclass
Building Relationships and Wealth Together
Psychological research on love and prosperity.
- Trends & Strategies
Spotlight on ESG Ratings and Rankings
ESG tools can help you meet your investment and sustainability goals.
- Trends & Strategies
Can a Private Equity Partner Help Grow Your Business
Assess if a private equity partner is right for your business.
- Trends & Strategies
Wealth Planning for Couples Without Children
Northern Trust Institute President Pamela Lucina discusses planning considerations for couples without children.
- Trends & Strategies
ESG Integration and Exclusion Explained
Two prominent ESG strategies can help investors align portfolios and values.
- Money Masterclass
How Will You Fund Your "Next Big Thing"?
A framework to raise capital for new opportunities.
- Trends & Strategies
Annual Bonus Planning: Strategies to Help You Meet Your Long-Term Goals
Learn strategies for making the most of your annual bonus.
- Markets
Tipping the Scales: Balancing Private & Public Investments
Investors are reconsidering the value of private investments.
- For Advisors
Managing Stock Concentrations at Every Life Stage
Managing executive stock concentration is a top challenge for advisors.
- Markets
How to Invest with Less Bias
Keep common investment biases from impacting results.
- Trends & Strategies
Preparing for IPO-Generated Wealth:Your Questions Answered
Learn how your company’s IPO may affect your financial plan.
- Trends & Strategies
Interview With an ESG Expert
Northern Trust ESG Director Sharee Hassan discusses sustainable investing.
- Money Masterclass
The Well-Prepared Family
Gain a complete view of your wealth, goals and intentions.
- Trends & Strategies
Supporting Female Founders Through Private Investing
Build your wealth while supporting female entrepreneurs.
- For Advisors
2021 Wealth Planning Symposium: Advisor Benchmarking Report
Professional advisors share insights on key themes transforming the wealth planning landscape.
- Trends & Strategies
Effective ESG: Align Your Portfolio With Your Values
Align your investments and values to achieve your financial goals
- Trends & Strategies
Does Cryptocurrency Belong in Your Portfolio?
Learn our view on cryptos’ role within asset allocations.
- Money Masterclass
Spending in Retirement: Planning for Withdrawals
Learn how to balance optimal asset allocation with your withdrawal needs.
- Money Masterclass
Maximizing Executive Compensation
Navigate the intricacies of your executive compensation.
- Money Masterclass
Mitigating Concentration Risk Through Diversification
Understand the risks of single stock concentration.
- Markets
Is Your Portfolio Truly Diversified?
Take full advantage of diversification by understanding where to find truly unique sources of return.
- Money Masterclass
11 Best Practices for Nonprofit Directors
Become a more effective nonprofit leader.
- Money Masterclass
Joining a Nonprofit Board? Know Your Fiduciary Duties
Recognize common pitfalls before they happen.
- Markets
Protect Your Goals in Volatile Markets
Take volatility in stride with a goals-based approach.
- Markets
Looking Through the Triple Net Lens
Focus on the impact of expenses, taxes and inflation on gross returns.
- Markets
5 Common Market Myths
Separate facts from assumptions.
- Markets
Market Currents
Pull back the curtain on financial trends as Wealth Management CIO Katie Nixon and her guests tackle big market questions the best way possible: by exploring the evidence.
- Election 2024
Election 2024 Results: Key Takeaways
Planning and market implications following the election.
- Trends & Strategies
Investing with Purpose
A conversation with Katie Nixon and Barron's Mae Cheng on how women approach investing with purpose.
- For Family Offices
Guiding Effective Investment Decision-Making
How an investment policy statement drives more than just investments.
- Money Masterclass
Discovering New Possibilities
Learn how one woman moved past worry and is confidently guiding her financial future.
- Family Office Insights
Building Consensus: Addressing Behavioral Biases
Recognizing behavioral investment biases helps build consensus among investment committees.
- Trends & Strategies
Supporting Female Founders
Learn how to build your wealth while supporting female entrepreneurs.
- Family Office Insights
Navigating International Family Office Trends
Leverage global opportunities to meet your client’s complex needs.
- Trends & Strategies
Sustainable Investing
New joint report with The WSJ explores top challenges facing ESG investors.
- For Family Offices
Should You Hire an Investment Advisor?
Considerations to make when contemplating a change.
- Money Masterclass
Funding your Lifestyle and Ambitions
Our goals-based approach helps you make critical financial decisions and do more with your wealth.
- Markets
The Weekly Five
Stay informed on recent market developments and their impact on your portfolio.
PARTNER WITH US
Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.
ABOUT THE INSTITUTE
The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.