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As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.

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We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.
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We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.

Go to Wealth Management
We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.
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Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
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Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation, responsible investing and investment programme oversight.
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Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
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Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
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Discover our asset management solutions and investment capabilities in index management, active equity and fixed income. Also learn more about our tailored expertise including benchmark customisation and responsible investing.
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Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
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Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
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Learn about asset servicing solutions including corporate banking, cross-border pooling, execution services, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
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Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
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Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
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Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
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Learn about asset servicing solutions including cross-border pooling, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
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Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
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White Papers and Articles

   
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Gain insights into the financial landscape

Northern Trust professionals are considered industry experts and have published white papers and articles in various trade publications grouped chronologically by category: Asset Management or Asset Servicing.

Asset Management White Papers
Path Forward - Importing Winning DB Strategies to DC Plans October 2012
3Q 2012 Multi-Manager Survey October 2012
Gaining Exposure to Infrastructure September 2012
5-Year Outlook: 2012 Edition August 2012
Second Quarter 2012 Global Index Bulletin August 2012
Proprietary Quality Philosophy July 2012
2Q 2012 Multi-Manager Survey July 2012
Transition Management: How to Effectively Manage Risk When Transitioning Assets June 2012
Transition Management: Fixed Income - Adding Transparency to an Opaque Market June 2012
First Quarter 2012 Global Index Bulletin May 2012
Adding Value With Ultra-Short Fixed Income April 2012
Customized Beta Changing Perspectives on Passive Investing - North American Edition March 2012
1Q 2012 Multi-Manager Survey March 2012
Quality, Dividends and Portfolio Application March 2012
Making Target Retirement Date Funds Work - Glidepath Analysis March 2012
Focus On Quality: The Core of New Equity Strategies March 2012
Minimum Variance Portfolios-Challenging the Traditional Concept of Risk & Reward March 2012
Fourth Quarter 2011 Global Index Bulletin January 2012
NTGI_US_Controlling Volatility in Small Cap Equity Portfolios January 2012
4Q 2011 NTGA Manager Survey December 2011
Third Quarter 2011 Global Index Bulletin November 2011
The Path Forward: Engaging the Younger Employee in DC Plan Participation October 2011
3Q 2011 NTGA Manager Survey October 2011
2Q 2011 NTGA Manager Survey August 2011
Second Quarter 2011 Global Index Bulletin June 2011
DC Plans and the Reinvention of Retirement May 2011
First Quarter 2011 Global Index Bulletin May 2011
1Q 2011 NTGA Manager Survey April 2011
Integration of Assets and Liabilities in Investment Program Management March 2011
4Q 2010 NTGA Manager Survey January 2011
4Q 2010 Global Index Managament Bulletin January 2011
Closing the Gaps in Retirement Readiness December 2010
3Q 2010 Global Index Management Bulletin October 2010
The Path Forward: Designing the Ideal Defined Contribution Plan October 2010
No Contest: Emerging Managers Lap Investment Elephants October 2010
Municipal Market Disclosures Q&A August 2010
TM Case Study: Interim Investment Solution August 2010
Frontier Markets Aligning Portfolios With the Global Economy August 2010
Muni Bonds May Benefit From Favorable Long Term Trends July 2010
2Q 2010 Global Index Management Bulletin July 2010
2Q 2010 NTGA Manager Survey July 2010
Fiduciary Oversight in Transition Management May 2010
1Q 2010 Global Index Management Bulletin April 2010
1Q 2010 NTGA Manager Survey April 2010
Insights in Private Equity Investing: The Fundamentals of the Asset Class March 2010


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Asset Management Articles
Fundfire: Managers Prep New Frontier Markets Products (Jan 2011) January 2011
FundFire: Northern Trust Launches Frontier Index Fund (Aug 2010) August 2010


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Asset Servicing White Papers
Focus on Moving into the Middle Office, HFMWeek, Mark Schoen October 2012
Central Clearing of OTC Derivatives whitepaper September 2012
Private Equity Program Benchmarking - The Good, the Bad and the Ugly June 2012
A New Tax-Transparent Fund for the UK, Aaron Overy March 2012
Statutory Insurance Accounting And The Move To IFRS March 2012
Asset Allocation Trends & Challenges March 2012
Challenges in Balancing Risk, Accounting and Settlement for Repos November 2011
Fatca is Coming: Will You be Ready? October 2011
Holistic Risk Management June 2011
Insights on the Impact of Currency on Performance December 2010
The Changing Face of Fund Distribution November 2010
Opportunity Crossroads, Gerry Brady, Hedgeweek Ireland Report July 2010
The UCITS III Renaissance, Gerry Brady, The Ireland Funds Report July 2010
Funds Regulation: A Brighter Distribution Future May 2010


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Asset Servicing Articles
Seeing Inside the Black Box - the Importance of Independent Valuation Services, HFMWeek US East Coast Report 2012, Don Muller. August 2012
A Centre With the Capability to Service a Full Range of Global Investor Strategies, Finance Dublin Yearbook 2012, Frederick H. Waddell and Clive Bellows. June 2012
The "New Normal" is Here to Stay, Adapt, Innovate or...?, Mutual Fund Services Guide, Barbara Nelligan and Ryan Dargis May 2012
A Best Practice Blueprint, HFM Week, Peter Sanchez April 2012
Managing Complexity November 2011
Awaiting Clarity, Global Finance, Paul d'Ouville November 2011
United Front, HFM Week, Pete Cherecwich and Peter Sanchez September 2011
FATCA Frequently Asked Questions for Global Fund Services August 2011
FATCA Frequently Asked Questions for Institutional Investor Groups August 2011
Focus on Operational Transparency, Ian Headon, HFMWeek June 2011
All Aboard: Omnibus Recordkeeping Gathers Steam, Barbara Nelligan and Lisa Shea, Money Management Executive May 2011
Cross-Border Pooling: The Impact of New EU Directives, Matt Mayer, Money Management Executive May 2011
A Trusted Provider Raises Its Mutual Fund Profile, Money Management Executive, Barbara Nelligan March 2011
Catching the Wave: Regulatory Change Creates New Opportunities for Tax-transparent Cross-border Pooling, Aaron Overy, Euromoney Yearbook International Investment & Securities Review 2011 March 2011
Cross-Border Asset Pooling: What's in it for pension plans?, Benefits Canada February 2011
Winds of Change, HFM Week, Ian Headon February 2011
Hedge Funds: New Times Require A New Approach, HFM Week East Coast Report, Ian Headon Fall 2010
Global View - Fund of Private Equity Funds Reporting, Paul Guilbert, Guernsey Press November 2010
Evaluating OTC Derivatives Exposure, Judson Baker, Point of View Magazine. Summer/Fall 2010
Middle Office Outsourcing: A Predictable Evolution, Dan Houlihan, Wall Street & Technology October 2010
Vic Holmes Profile, Business Brief August 2010
Global Derivatives Servicing: Supporting Comlexity, John Read, funds europe June 2010
Navigating the Road Ahead, Ian Headon, HFM Week June 2010
The Flight to Quality, Ian Headon, HFM Week June 2010
Amendments to Money Market Fund Regulations Mark Initial Steps in Fundamental Industry Changes, Mutual Fund Services Guide June 2010
IFSC Special Report, Ian Headon, Accounting and Business (AB) Ireland April 2010
Looking Beyond Benchmarks Jim Trotter, Engaged Investor March - April 2010
Is a tax-transparent cross-border pooling vehicle a fit for your investment product? Phillip Caldwell, Euromoney Yearbook International Investment & ETFs Review 2010 March 2010


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