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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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Quantitative Management

 
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Long Track Record of Providing the Consistent Performance that is Expected by Our Clients

Through our 'Intelligent Indexing'® process we aim to replicate the risk and return characteristics of a benchmark index while seeking to minimize costs and preserve wealth throughout the investment management process. Our broad array of solutions are designed to offer institutional and high-net worth investors efficient market exposure to leading index benchmarks that include MSCI, FTSE, Standard & Poor's, and Barclays Capital . Our client centric products include a comprehensive set of equity and fixed income strategies that are available through pooled vehicles and segregated accounts.

Equity Index Strategies
Northern Trust manages assets across global, developed, emerging, and frontier markets to benchmark indexes of major global index providers. Our capabilities also include custom account solutions to meet unique or evolving investment objectives of our clients.

Fixed Income Index Strategies
Northern Trust manages assets to both broad benchmarks and individual sector indices covering global government, U.S. government, mortgage-backed, credit, asset-backed, and inflation-linked securities across the maturity spectrum.  Our core capabilities include custom index solutions to meet the unique investment objectives of our clients.

Vehicles
Choosing the right investment vehicle is key as it can have an effect on the overall success of your investment. You will need to consider tax status, domicile, liquidity , UCITS compliance and the level of flexibility you require. We have a range of structures which our team of experts will be happy to discuss with you.

UCITS Pooled Funds:
We offer a range of pooled, UCITS compliant index funds, domiciled in Dublin. These funds offer investors the benefit of our broad index capabilities with the liquidity of a pooled fund offering daily dealing.

Common Contractual Funds
As an industry leading index manager with an unique 'Intelligent Indexing'® approach, we have a range of Common Contractual Funds to enable investment strategies to work harder for institutional investors. The structure of these funds is designed for tax transparency, allowing access to the benefits of the double taxation treaty, which in turn can reduce the tax drag on the portfolio.

Segregated Accounts
If our pooled fund solutions do not meet your specific requirements, we are happy to work with you to discuss the possibility of building a Segregated Account to match your risk and liquidity profile.
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.

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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.