Multi Manager Investment Advisory
The best ideas from the best talent worldwide through Northern Trust's multi-manager investment solutions
Northern Trust offers a comprehensive range of Investment advisory and manager-of-managers solutions to families, wealthy individuals and trustees
These encapsulate customised investment programs—from niche solutions to complete investment management and asset allocation strategies for your total assets. These include actively managed international equity and fixed income portfolios, which can include emerging and minority managers, family investment programs, and alternative investments.
Choosing Top Investment Talent
To get top-tier results, we seek superior investment talent through our manager selection process, identifying top talent, worldwide. We perform exhaustive qualitative and quantitative reviews of firms, including more than 800 face-to-face visits with individual management companies each year. Only those firms who pass these reviews are eligible for placement within a portfolio, based on a thorough assessment of the firms' style and performance, with emphasis on the market cycle.
Multi-manager Services You'll Find
- International equity and fixed income
- Multinational investment solutions management
- Emerging and minority manager advice
- Family investment strategies
- Alternative investments, including private equity and hedge fund strategies
Why Work with Northern Trust
- Proven process and success in identifying and evaluating managers around the world
- Superior historical investment results versus stated benchmarks, at reduced level of risk
- Cost effective solutions
- Diversification of managers, products and services
- Access to alternative investments
- Customised investment portfolios
- Reduced administrative burden
- Ongoing investment management supervision—we constantly monitor and assess portfolios to compare quantitative results with qualitative expectations on a risk adjusted basis
Build on your existing portfolio or create a new one
Our comprehensive capabilities range from providing basic rates of return for your existing portfolio to the creation of a new investment strategy from the ground up. Specialised services include:
- Detailed, quantitative portfolio risk and performance reporting
- Strategic assessment of objectives and results
- Asset allocation consulting
- Search and selection of "best of breed" managers
- Ongoing oversight and evaluation of managers
- Complete investment program management
On average, our Investment Consultants have more than 15 years of industry experience working with wealthy individuals, families and private foundations. Northern Trust has access to more than 1,700 investment managers representing 4,000+ investment strategies and products. We constantly review and evaluate manager capabilities, conducting 800 face-to-face meetings and more than 400 on-site visits each year.
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Lesley Hodgson |
Lesley Hodgson
Lesley specialises in working with ultra high net worth global families and their advisors on a vast range of different aspects to managing family wealth. She works with some of the leading global experts on tax and legal matters with special attention on establishing trusts, PTC’s and SPV’s. Her experience includes helping families establish efficiency, governance and succession planning within family businesses, property, art and landed estates. She has been instrumental in the establishment of new family offices as well as providing ongoing strategic solutions to those with long standing offices.
Lesley started her career with the Treasury of Royal Bank of Scotland before joining Northern Trust’s asset management business in 1995 to establish a portfolio management capability outside of the United States. After the successful establishment of this function she then worked with international clients on their global investment and securities lending needs.
Lesley serves as a Director to The Northern Trust Company of Saudi Arabia and Northern Trust Cayman International Limited. She is Chair to the Northern Trust Fiduciary Services (Guernsey) Limited board and also serves on a number of client company boards.
Lesley has a M.A. degree, with Honours in Accountancy and Economics from the University of Dundee, Scotland and is IMC qualified.