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Investment Operations Outsourcing

 
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Middle-office outsourcing solutions for your evolving needs

As investment strategies, regulations and technologies grow more complex, so does the need for efficient investment operations. Work with a provider who understands the changing demands for data governance, risk management, cost control and business growth.


As an experienced partner and market leader in investment operations outsourcing (IOO), Northern Trust offers full middle-office and component solutions for a complex range of products, markets and asset types.

  • Global equities
  • Global fixed income
  • OTC and listed derivatives
  • Foreign exchange
  • Bank loans
  • Repo

Outsource your entire middle office or just the components you need. Northern Trust’s IOO services are tailored to asset managers and never off-the-shelf.


Full middle-office outsourcing delivered across a single global platform

We provide end-to-end solutions to service all of your post-trade needs. Our global, pass-the-book operating model means your portfolio information is seamlessly transferred across regions, time zones, custodians and third parties.

Combined with a single application for aggregating data, analyzing risk and performance, valuing assets and managing reporting, you get a consistent experience that helps you balance risk, quality and cost.
 
Our total middle-office solution:

  • Provides a platform for lower and more predictable costs
  • Allows you to benefit from Northern Trust's culture of control, risk management and compliance
  • Leverages our scalable technology infrastructure and operational expertise
  • Supports sophisticated investment products
  • Has an open architecture to support different distribution channels
  • Is designed to be flexible in supporting changing client needs

Flexible outsourcing components tailored to your unique requirement

Increase operational efficiency and reduce risk by outsourcing key components of your non-core activities to Northern Trust. Our solutions are completely flexible and can be tailored to your precise requirements, with component services either bundled together or provided on a standalone basis.

Choose from a range of capabilities that includes:

  • Component Trade Processing – outsource components of your post-execution trade process for a broad range of assets and let us take responsibility for matching, enrichment, custodian instruction and third-party messaging.
  • Collateral management for over-the-counter derivatives – focus on managing your investments while we manage the collateral process from beginning to end, including valuation, documentation management, reconciliation and settlement.
  • Book of Record – consolidate your holdings and transactions data across multiple subadvisors and custodians. Take a holistic approach to your investment oversight with a single view of your portfolio, allowing for better exposure monitoring.
Angelo Calvitto

Angelo Calvitto

Senior Vice President, Head of Sales - Asia Pacific
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+61 3 9947 9315
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Angelo Calvitto

Angelo Calvitto

Senior Vice President, Head of Sales - Asia Pacific
 

Angelo joined Northern Trust in June 2008 and is the head of sales, Asia Pacific and previously he was head of client services Australasia.

Prior to joining Northern Trust, Angelo was previously head of sales and account management at ANZ Custodian Services.

Angelo has 24 years global custody services experience and has held positions in operations, investment administration, fund services, relationship management and sales in both Australian and UK markets. Prior to ANZ, Angelo worked for State Street in Australia for three years and the United Kingdom for five years.

Angelo holds an MBA from RMIT University.

Christopher Thomson

Christopher Thomson

Senior Vice President, Senior Sales Representative
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+613 9947 9342
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Christopher Thomson

Christopher Thomson

Senior Vice President, Senior Sales Representative
 

Christopher Thomson is a Senior Sales Representative for Northern Trust’s Asset Servicing business based in the Melbourne Branch and is focused on sales and marketing of global custody and asset services.

He has over 25 years experience in the financial services industry working with Institutional clients in the Superannuation sector and with Investment management firms. His previous roles have included relationship sales, product development and investment operations.

Most recently he was a sales and relationship manager with JP Morgan Treasury Services in Australia and prior to that worked for firms including Goldman Sachs JBWere, JP Morgan Investment Management and State Street Australia.

Insights & Research

Helping you anticipate and address change.

 
 
Service Description: Investment Operations Outsourcing [PDF]

Operational and cost efficiencies for a competitive edge.

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Brochure: Asset Servicing in Australia & New Zealand [PDF]
With the right combination of local expertise, global capabilities and sharp client focus, Northern Trust’s unwavering commitment will help you meet your immediate and long-term objectives. 
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Awards and Accolades
Recognized for strength, stability and outstanding service.
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© 2018 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 legal and regulatory information about our offices and legal entities, visit northerntrust.com/disclosures.

This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.