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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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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.

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Investment Products and Services are:

Not FDIC INSURED; May lose value; No bank guarantee