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Multi-Manager Investment Process

 
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Your success stems from our disciplined, four-phase approach.

We believe that the most successful multi-manager investment programs follow a disciplined, four-phase process that addresses all facets of investment management. We call this four phase process DIME: Design, Implement, Monitor, Evaluate.

Four Phases of DIME

DIME

Design
An investment policy statement guides decision-making by defining the mission, return objective, attitudes toward risk, roles and responsibilities for the program. Before managers are selected, an asset allocation strategy is developed which offers the highest projected probability of meeting the program's return objective at an acceptable level of risk.

Implementation
Northern Trust believes in employing multiple investment managers, each of whom specialize in a specific asset class and investment management style. This approach provides a high degree of diversification, and provides the opportunity for superior investment performance in a variety of market conditions.

Monitoring
Quarterly performance reporting provides insights both on individual manager's appropriate benchmarks, and on total program returns versus a blended benchmark. Quarterly rebalancing to strategic asset allocation targets is performed by Northern Trust to maintain the desired overall risk profile of the investment program.

Evaluation
A Northern Trust investment manager meets with each client twice every year to review performance and to evaluate overall effectiveness of the multi-manager investment program's design in meeting the client's objectives.

Margret Duvall

Margret Duvall

Senior Solutions Strategist
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Margret Duvall

Margret Duvall

Senior Solutions Strategist
 

Margret Duvall, Senior Vice President at Northern Trust, leads the product management team responsible for Northern Trust’s Multi-Manager Solutions business in both personal and institutional markets. Margret oversees the development, evaluation and maintenance of total outsourcing programs, alternative investments, including hedge fund of funds and private equity fund of funds, as well as emerging manager programs.

Margret served as the President of the NT Alpha Strategies Fund and the NT Hedged Equity Fund, both a diversified closed-end management investment company registered under the Investment Company Act of 1940, as amended (the “1940 Act”). Margret joined Northern Trust in 2004 as a product manager. Before joining Northern Trust, she was employed by Harris Associates as a portfolio associate.

Margret received her MBA at Northwestern University and her B.A. in English from Oberlin College. She is FINRA Series 7 and 63 licensed.

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Investment Products and Services are:

Not FDIC INSURED; May lose value; No bank guarantee



© 2015 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.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, and personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to expert, institutional, professional and wholesale investors only and should not be relied upon by retail clients or investors. Issued in the United Kingdom by Northern Trust Global Investments Limited.