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.
Equity Index Strategies
Northern Trust manages assets across global, developed, emerging, and frontier markets to benchmark indexes of major global index providers. Our capabilities also include custom account solutions to meet unique or evolving investment objectives of our clients.
Fixed Income Index Strategies
Northern Trust manages assets to both broad benchmarks and individual sector indices covering global government, U.S. government, mortgage-backed, credit, asset-backed, and inflation-linked securities across the maturity spectrum. Our core capabilities include custom index solutions to meet the unique investment objectives of our clients.
Choosing the right investment vehicle is key as it can have an effect on the overall success of your investment. You will need to consider tax status, domicile, liquidity , UCITS compliance and the level of flexibility you require. We have a range of structures which our team of experts will be happy to discuss with you.
UCITS Pooled Funds:
We offer a range of pooled, UCITS compliant index funds, domiciled in Dublin. These funds offer investors the benefit of our broad index capabilities with the liquidity of a pooled fund offering daily dealing.
Common Contractual Funds
As an industry leading index manager with an unique 'Intelligent Indexing'® approach, we have a range of Common Contractual Funds to enable investment strategies to work harder for institutional investors. The structure of these funds is designed for tax transparency, allowing access to the benefits of the double taxation treaty, which in turn can reduce the tax drag on the portfolio.
If our pooled fund solutions do not meet your specific requirements, we are happy to work with you to discuss the possibility of building a Segregated Account to match your risk and liquidity profile.
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This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. It is issued by Northern Trust Global Investments Limited, authorised and regulated by the Financial Services Authority in the United Kingdom. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT, registered in England 03929218.