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Investment Performance Services

Access on demand performance and risk information to fulfill your oversight responsibilities

To get a clear picture of your plan’s performance and risk, you require the right tools, timely information, and consulting expertise.At Northern Trust, you benefit from substantial depth of analysis, expertise, and flexible reporting provided by your dedicated performance analysis team. Our wide range of analytical support includes:

  • Easy access to on-line reporting and analytical tools.
  • Flexible reporting through Data Direct™
  • Universe and Peer Group comparisons for plans within the US market.
  • Attribution analysis on an absolute or benchmark relative basis.
  • Executive Board Reporting

Using our web portal Passport, you gain real-time access to the statistics you need, including attribution, asset allocation and ex-post risk to gain a complete, consistent view of your plan’s performance from an independent source.

Built on Web Services Technology, Data Direct™ allows clients to securely query our performance and risk databases directly from their installation of Microsoft Excel. With one click, all of the necessary data is dynamically imported into Excel.

All of this technology is backed 24/7 by our global network of dedicated performance consulting teams and experienced analysts who collaborate with you to thoroughly understand your investment goals and information delivery needs.

Our Clients

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