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Wealth Management
Asset Management
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About Northern Trust
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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
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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Outsourced Chief Investment Officer Strategies

 
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A Complete, Cost-Effective and Customized Approach for Your Total Portfolio

Institutional investors are facing heightened challenges of increased complexity and constrained resources in their investment programs. Northern Trust is an outsourcing partner with deep expertise in the design and implementation of sophisticated investment programs and a fiduciary approach to the oversight of those programs.

Our approach leverages a multi-manager practice founded 35 years ago to support institutional demand for a trusted advisor that avoids conflicts of interest by using best-in-class external managers. We’ve developed strategies to meet varied investment objectives, and can do the same for your organization.

After carefully defining your return objective and risk tolerance, we build a customized multi-manager investment program diversified across multiple asset classes, multiple managers and multiple styles. All combined with continuous investment management evaluation for your entire portfolio. The result is a comprehensive investment program that increases the probability of achieving your investment objectives over the long-term, while seeking to minimize your risk and volatility of returns over the short-term.

When it comes to your investments, we offer solutions to meet your needs.
As a leading investment manager, trustee and custodian, we provide an integrated suite of investment solutions to meet the planning and administrative goals of retirement plans, foundations, endowments and sophisticated family offices like yours:

  • Investment policy statement development
  • Program construction
  • Asset allocation design (including glidepath development for pensions based on full asset-liability analysis)
  • Dedicated Client Investment Officer
  • Full investment committee support including performance reporting
  • Program monitoring and evaluation
  • Portfolio rebalancing
  • Risk management
  • Investment manager selection, monitoring and replacement
  • Trust & custody services
  • Benefit payment services
David Lester

David Lester

Vice President
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David Lester

David Lester

Vice President
 

David Lester is a Vice President at Northern Trust Global Advisors. Based in the Toronto office, David leads the asset management sales effort at Northern Trust in Canada. With a focus on providing innovative investment and outsourcing solutions to the marketplace, David will be working closely with pension plan sponsors, charitable organizations, and other institutional investors. David started his investment career in 1996 with a retail mutual fund company. Prior to joining Northern Trust, David spent 12 years at SEI, most recently as the Director of National Accounts where he lead the firm’s institutional sales and marketing efforts.

David has authored a range of articles on pension-related topics in addition to speaking at industry conferences. He is a past chair of the Ontario Regional Council of the Canadian Pension & Benefits Institute and is a member of the Toronto CFA Society.

David holds a Bachelors Degree in Mechanical Engineering from McGill University where he was awarded the British Association Medal for Great Distinction. David graduated from INSEAD in Fontainebleau France with distinction, where he received a Masters Degree in Business Administration.

Insights & Research

 
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Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.