Pooling for Institutional Investors

 
 
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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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Pooling for Institutional Investors

   
Innovative cross-border pension pooling solutions for multinationalsFor enhanced governance and risk management of your pension plans, choose Northern Trust's cross-border pension pooling solutions. We support tax-transparent and non-tax-transparent vehicles with multiple countries of investors and multiple countries of investment, allowing you to pool the assets from your pension plans around the world.
 
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Gain a multitude of benefits and piece of mind from partnering with an experienced industry innovator:
  • Potential cost reductions as well as efficiencies through economies of scale in investment management, administration, custody and audit

  • Greater efficiency in selection scope and monitoring of investment managers and investment strategies

  • Expertise gained from over six years of dedicated legal and tax research related to asset pooling

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Gwyn Koepke
Our Expert
Gwyn Koepke
Vice President
» Get in Touch
1-312-557-7331
 
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Gwyn Koepke
Gwyn Koepke
Vice President
 
As sales manager, Gwyn Koepke is responsible for new business development in the large corporate market in North America. She is also lead salesperson for cross-border pooling for multinationals and investment advisors based in the North American region.

Prior to re-joining Northern Trust in 2007, Gwyn was a macroeconomist with the International Affairs bureau of the U.S. Treasury Department in Washington, DC. She was the staff desk officer responsible for U.S.-China economic policy and capital markets development. She also held positions formulating U.S. policy toward the Asian Development Bank and managing a team of economists evaluating the lending and assistance programs of the multilateral development banks. Prior to Treasury, Gwyn worked for Enron as a manager in the Research Department evaluating risk of international capital investment and conducting economic forecasts and analysis.

During her first 13 years at Northern Trust, Gwyn managed the international product management team responsible for all aspects of the institutional custody product development process from concept to product roll-out. Gwyn spent three years in the London branch starting up the group of specialists responsible for on-line reporting of portfolio information for clients and fund managers in the UK, Europe, Africa and Asia.

 
Phone number  1-312-557-7331
 
 
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