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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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Fixed Income

 
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Meeting Your Fixed Income Liquidity Needs

How can Northern Trust meet your fixed income needs?

  • A Consultative Approach. We work with you to create a portfolio that seeks risk-efficient and cost-effective market exposure based on your risk and return objectives.
  • Breadth and Depth. We offer a number of funds and separately managed account structures — from cash management to long duration across multiple investment vehicles and currencies — in both active and index strategies.
  • Range of Vehicles. Choosing the right vehicle is critical to your investments' success. Our comprehensive selection process considers tax status, domicile, liquidity, compliance and flexibility.
  • Comprehensive Oversight. Our integrated risk management and compliance oversight process ensures a consistent, efficient and controlled investment processes at every stage of the investment cycle.

Actively Managing Portfolios at Every Stage to Maximize Your Return
Northern Trust takes a consistent approach to active fixed income management, focusing on identifying relative value at the issue and sector level, while closely monitoring and controlling portfolio risk relative to your chosen benchmark. Our emphasis on areas where we believe you will be compensated for moving away from benchmark exposure has resulted in superior risk-adjusted returns.

Proven Investment Philosophy

  • We use multiple investment strategies, including sector rotation, issue selection, and duration and yield curve management, to focus on total return.
  • Our investment process integrates portfolio management, strategy, research and trading to uncover "relative value."
  • Through our rigorous buy and sell discipline, we seek to add value by underweighting or avoiding problem credits and sectors.

Experience Supported by Research
Our experienced team of portfolio managers is supported by our proprietary credit research, and uses state-of-the-art technology to support quantitative decision-making. Our in-house economic research group conducts extensive fundamental analysis of the domestic and international macroeconomic environments. This research is used to determine value at the sector and security level.

Providing you Intelligent Indexing® Solutions
Maximizing returns while minimizing costs and preserving wealth. This is the ultimate goal for most investors. Northern Trust's Intelligent Indexing process helps investors achieve this goal through a disciplined investment approach focused on minimizing tracking error and managing total costs.

You can experience risk-efficient, cost-effective market exposure thanks to our Intelligent Indexing fixed income approach, which features:

  • Knowledgeable sampling
  • Cost-sensitive trading
  • Effective management of index changes

What Makes Intelligent Indexing Different?

  • Portfolio Construction – A thoughtful process of stratified sampling, supported by highly detailed, sector-specific analysis.
  • Diligent Trading – A critical focus on trading costs, especially bid/ask spreads, trade timing, selection of securities among close substitutes and intraday volatility.
  • Thorough Analysis – Ongoing analysis of index strategies, reducing performance drag and providing periodic opportunities to add incremental value to portfolios.

Want to Learn More?
Find out how Northern Trust's fixed income management capabilities can help meet your investment objectives.

Scott Warner

Scott Warner

Director, Fixed Income Product Management
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Scott Warner

Scott Warner

Director, Fixed Income Product Management
 

Scott B. Warner is a Vice President and Director of Fixed Income Product Management at Northern Trust in Chicago. 

In this role, Scott is responsible for the investment product capabilities of Northern Trust Asset Management’s fixed income business across the Americas, EMEA and APAC. His responsibilities include product positioning, development, innovation, and delivery. Prior to his current role, Scott was a senior portfolio manager in the Ultra Short Fixed Income group responsible for separately managed accounts for taxable and tax-exempt mandates. Scott was also the Co-Manager of the Northern Trust Ultra Short Fixed Income Fund (NUSFX) from June 2009 until March 2012. Previously, Scott was a portfolio manager in short duration fixed income and was responsible for the collective funds and various custom cash funds.

Prior to joining Northern Trust in 2000, Scott was responsible for client servicing, mutual fund accounting, and fund administration at The Wadsworth Group in Phoenix, Arizona., now part of US Bancorp Fund Services, LLC.

Scott received an MBA from the University of Chicago Booth School of Business with concentrations in accounting, economics, finance, and international business.  He received a B.S. in finance with honors from the W.P. Carey School of Business at Arizona State University.

Scott is a member of the CFA® Society of Chicago and the National CFA Institute.  He also serves as a board member of Art Encounter (www.artencounter.org).

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.