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Wealth Management
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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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Alternative Investments

 
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Northern Trust Alternatives
Northern Trust Alternatives is a focused alternatives solutions provider, with $3.6 billion in AUM/AUA. By combining private equity and hedge fund investments under one umbrella, we have created a center of expertise and a foundation for future offerings. Our mission is to be a trusted partner and provide a core allocation for both hedge and private equity funds for our clients.

Northern Trust Alternatives leverages strong manager relationships and research to develop solutions and services to meet investors'  risk and return needs.

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Northern Trust offers the following Alternative Investment products:

About Northern Trust's Alternative Investments

The Northern Trust Alternatives team provides:

  • Scale and Expertise – We have a track record that extends more than 11 years, and $3.6 billion in hedge and private equity fund strategies, including more than $1.4 billion in custom programs.
  • Unique Sources of Alpha –  We are experienced investors in small- to mid-sized managers, starting early in their lifecycles, and have build our investment and stringent due diligence process around this strategy.
  • Market Leading Risk Management and Oversight – We focus on risk management and oversight throughout the investment process to help you avoid unintended risk.
  • Boutique Firm Experience With Global Firm Advantages – Our team offers investors the attention you might expect from a boutique firm coupled with the stability and resources that a global firm can offer.
  • Continued Product Innovation – We continue to build new capabilities and serve as a center of expertise for alternative asset classes.

 

Robert Morgan

Robert Morgan

Managing Director, Alternatives
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Robert Morgan

Robert Morgan

Managing Director, Alternatives
 

Robert P. Morgan is Senior Vice President and Managing Director of Northern Trust Alternatives Group, with management responsibility for the alternative asset investments areas of Northern Trust. He had previously been Director of Private Equity, a position he held since co-founding the Private Equity funds group in 2000, and an area in which he remains heavily involved.

Prior to joining Northern Trust, he worked as a Director at Frye-Louis Capital Advisors, LLC (FLCA), a Chicago-based private equity investment manager, and was responsible for all of the operations of FLCA, including the management of a private equity fund-of-funds. Prior to joining FLCA, Bob worked for Heller Financial, Inc. (Heller), a middle-market commercial finance company, which was later acquired by General Electric. Bob was a Senior Vice President at Heller and was responsible for its private equity programs. Within Heller, Bob held several roles, including positions in the Corporate Finance Group, Corporate Credit and Heller Equity Capital Corporation, Heller’s captive private equity fund. He has invested in over 100 private equity funds covering the buyout, venture capital, structured high yield, real estate and international markets. While at Heller, Bob also oversaw a direct equity co-investment program which totaled approximately 20 investments. Prior to attending business school, Bob worked for a commercial bank in North Carolina.

Bob sits on the board of the Illinois Venture Capital Association and several fund advisory boards. He received his B.A. in economics from Wake Forest University and an MBA from Emory University.

Point of View
Investment insights, trend analysis and timely commentary from our investment experts.
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Investment Products and Services are:

Not FDIC INSURED; May lose value; No bank guarantee

Investment advisory services are offered by Northern Trust Investments, Inc., an investment advisor registered with the U.S. Securities and Exchange Commission and subsidiary of Northern Trust Corporation.

An investment advisor typically is deemed a fiduciary under the Employee Retirement Income Securities Act of 1974 and must act with strict honesty and candor solely in the interest of the participants of the plan.

Securities products and services including brokerage activities are offered and sold by Northern Trust Securities, Inc. (member FINRA (FINRA)/SIPC), a subsidiary of Northern Trust Corporation.



Northern Trust Corporation. Head Office: 50 South LaSalle 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.