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.
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.
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 Blake is a Senior Vice President at Northern Trust in London. David is responsible for the management of international fixed income for Northern Trust. Fund structures under management range from single currency short duration mandates to multicurrency long duration global government bonds – both active and passive.
After graduating in 1999 with a Master of Physics degree from Lancaster University David worked for 3 years as a Gilt repurchase agreement trader and short duration portfolio manager for HMT UK Debt Management Office.
David joined Northern Trust in 2003 as a portfolio manager covering the U.S. dollar and Euro books for securities lending cash re-investment and was appointed senior portfolio manager in 2007.
Mamadou-Abou Sarr is a Senior Equity Product Specialist at Northern Trust in London. Mamadou focuses primarily on advancing our global index equity product positioning, capabilities, and business in EMEA and APAC regions. Mamadou interacts with our clients and prospects in addition to our product teams to ensure tailored pricing and product development are centred around their interests and is also influential in the production of thought leadership materials.
Mamadou has a key role within Northern Trust’s cross functional responsible investing committee, proactively developing new ideas to ensure that ESG thinking remains central to our business development.
Previously, Mamadou was with HSBC Global Asset Management as a quantitative product specialist responsible for quantitative strategies across all asset classes in EMEA.
Before HSBC, Mamadou worked within the Business Development Service department at Morgan Stanley Investment Management (MSIM) where he was covering portable alpha and liability driven strategies. Prior to this position Mamadou worked as a fund of hedge fund marketing analyst at Amundi Alternative Investments covering Commodity Trading Advisor and Global Macro funds. Mamadou started his career as a FX Sales Trader for Citigroup based in Senegal.
Mamadou received his B.A. in economics from the Universite Jean Monnet and holds a Specialised Master in international project management from the European School of Management (ESCP Europe), Paris. Additionally, he holds the Investment Management Certificate (IMC) and received the Islamic Finance Qualification (IFQ) from the Chartered Institute from Securities & Investment (CISI). Mamadou is an Associate of the Chartered Institute from Securities & Investment (ACSI), a board member of the Islamic Finance Qualification and a member of the CFA UK Institute.
This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. It is issued by Northern Trust Global Investments Limited, authorised and regulated by the Financial Services Authority in the United Kingdom. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT, registered in England 03929218.