Investment Strategy

 
 
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As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.

We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.

We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.

We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.
 
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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.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation, responsible investing and investment programme oversight.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Discover our asset management solutions and investment capabilities in index management, active equity and fixed income. Also learn more about our tailored expertise including benchmark customisation and responsible investing.
Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
 
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Learn about asset servicing solutions including corporate banking, cross-border pooling, execution services, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cross-border pooling, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
 
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Investment Strategy

   
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Investment Strategy

Access the most recent market commentaries from our experts by clicking on the links below.

2012 Election: A Split Decision
The most expensive presidential race in U.S. history is now behind us, and our expectation of status quo in Washington has come to pass. What does this continuation of divided government mean for the fiscal cliff, tax policy, and equities? Northern Trust’s Chief Investment Strategist, Jim McDonald, reacts to the U.S. election results in his latest market commentary, 2012 Election: A Split Decision.

> Read the commentary
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RECENT MARKET COMMENTARIES

Insights on Investing: The Changing Cash Landscape
With the Federal Reserve stating its intent to keep interest rates low until the middle of 2015, traditional short-term cash investment strategies may not provide the performance that many private investors have come to expect. Regulatory and market changes, along with this extended period of low interest rates, suggest that now may be a good time to consider a fresh approach to managing short-term cash portfolios.

In the following commentary, The Changing Cash Landscape, we explore strategies for segmenting cash to potentially gain higher yields. Given the various economic, regulatory and market challenges, ensuring that your assets are appropriately aligned with the goals they are designed to support is even more important.
> Download

Dividends: More Interesting Than Bonds
As bond yields have fallen to record lows, investors have embraced dividend-paying stocks as an alternative strategy for income production. However, with these stocks fetching higher prices than they have in the past and the looming potential for change to the U.S. policy on taxation of dividends, is the strategy still appropriate?

Northern Trust's Chief Investment Strategist, Jim McDonald, dissects dividend paying strategies in his latest market commentary, Dividends: More Interesting Than Bonds.
> Read the commentary
> Download


Investment Strategy Archive
A review of market conditions and outlook.
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© 2013 Northern Trust Corporation
 
Hear From Our Experts
Our experts offer perspectives for navigating the current financial landscape.
Jim McDonald on Bloomberg TV Europe 11/6
Jim McDonald on Bloomberg TV Europe 11/6
Jim McDonald, Chief Investment Strategist, outlines the key themes post U.S. election, including: the U.S. Fiscal Cliff and the challenges faced by the European region.
Watch CNBC's Power Lunch
Katie Nixon appears on CNBC Power Lunch September 14, 2012
Personal Financial Services Chief Investment Officer Katie Nixon discusses Northern Trust's investment strategy insights on CNBC's "Power Lunch."
Insights From Northern Trust
Get insights on the economy, financial markets and the estate and tax planning environment through regular conference calls and video webcasts.
Market Insights Video
View the Market Insights video where Northern Trust Chief Investment Strategist, Jim McDonald provides global marketplace insights.
 
 
 
 
 
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