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Investment Risk & Analytical Services

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Q1 2024 Northern Trust Universe Summaries

Northern Trust Universe Data

    Bring your Investment Program into focus with our comprehensive array of analytical capabilities and consultative services.

    The demands on you have never been greater; assessing risk, monitoring compliance, evaluating performance, projecting trends and their potential impact. Northern Trust's Investment Risk and Analytical Services team offers a comprehensive menu of solutions, supported by powerful technology and delivered by experienced professionals. We can help you bring all of the details into focus so that your attention remains at the strategic program management level.


    Plan for the Future

    An extensive range of program design and implementation services helps you plan for the future. Forward looking risk management reporting captures changes in risk profiles quickly.

    • Asset Liability Studies
    • Long Term Trend Analysis
    • Ex-Ante Risk Forecasts
    • Stress and Scenario Testing
    • "What-If" Analysis
    • Consultative Approach


    Monitor and Measure Risk

    Market Risk Services help you to integrate advanced risk monitoring and measurement techniques. Understand your total plan-level market risk factors with:

    • Customized, holdings-based reports explaining your program's risk profile
    • Northern Trust Risk Universe®, the first peer group comparison for total plan risk


    Interactive Complianceradar®

    Dashboard supports your breach management and reporting process.

    Compliance Monitoring provides exceptions based testing on a daily basis to identify when portfolios are approaching or have breached your guideline limits. We provide multi-manager, multi-asset class post-trade compliance monitoring and exposure analysis.


    Private Monitor™

    Offers a flexible solution for your private equity reporting needs. As part of our long standing vendor partnership, clients have the option of utilizing specialized software.


    Evaluate Performance

    Get a comprehensive view of your worldwide portfolio performance relative to your objectives. We provide analytical reporting in standard and custom, summary level overview and detailed formats. Fully customized, interactive dashboards allow you to view the data that is important to you:

    • Rates of Return
    • Asset Allocation
    • Universe and Benchmark comparisons
    • Manager Analysis
    • Performance Attribution


    Executive Reporting

    Meet the needs of your board, committee and staff by comparing investment results and risks with policy goals and objectives. Note exceptions that may affect or have already affected an investment strategy. Pinpoint program elements that have the biggest impact on results. Track performance of those portfolios that may have deviated from expectations or guidelines.

    © 2024 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 more information, read our legal and regulatory information about individual market offices. This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to expert, institutional, professional or wholesale clients or investors only and should not be relied upon by retail clients or investors. Issued in the United Kingdom by Northern Trust Securities LLP and in Australia by Northern Trust Securities Australia Pty Ltd.

    Our Clients

    Our Asset Servicing group offers services and solutions to a wide range of clientele. Some of our key clients include: