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Insights & Research Archive
Past Investment Professionals Insights
WhitepaperUnderstanding Social Factors
Guide to embedding social factors in UK pension schemes.
ArticleSuper Funds Rethink Liquidity and Collateral
Australian super funds are transforming liquidity from a challenge into a competitive edge.
WhitepaperImplementing an Effective ESG Framework
Key considerations for implementing an investment process.
ArticleFour Investment Trends Canadian Asset Owners are Driving Globally
Canada is a global leader in asset owner innovation.
ArticleHow Canadian Asset Owners Approach Private Markets
Canadian asset owners are increasingly investing in private markets.
PodcastThe Global Pensions Landscape
Insights from international policymakers and pensions experts on the global pensions landscape.
ArticleAsset Owners Take Charge
Navigating the shift to in-house investment management.
ArticleAn Orchestrated EcoSystem
The Parallels Between a 250,000-ton Ship and the Modern Investment Manager
ArticleAsset Owner Outlooks: 5 Insights OCIOs Should Know
OCIOs face rising asset owner demands.
ArticleChief Investment Officers Face a Changing Asset Landscape in 2025
Outsourced CIOs are shifting focus from asset allocation to navigating market volatility, liquidity risks, and rapid AI-driven change.
ArticleIn the Finternet, Survival of the Fittest
A digital revolution is reshaping the financial landscape, pushing intermediaries to adapt or be left behind.
ArticleEmpowering Institutional Investors
The Shift Toward a Total Portfolio View
WhitepaperImplementing an Effective ESG Framework
Robust ESG policies to drive alignment to long-term sustainability goals
ArticleOil Is Not Acting Like an Anti-Fragile Asset
Why have oil prices been less sensitive to global macro events?
ArticleWhat’s Driving Recent USD Weakness?
A comparison of changes in currency spot rates versus net international investment position
ArticleNavigate Uncertainty with Risk Management, Liquidity and Data
Asset owners across Asia—including those in Singapore, Hong Kong and Malaysia—are taking a closer look at their investment strategies
ArticleStock Market Valuations Only Matter in the Long Run
High valuations in US large cap stocks are well known.
ArticleRecent Gold & Silver Trends
Despite strong price gains and supporting macro trends, investment allocations to gold remain at historically low levels.
ArticleStriking the Right Balance Amid Shifting Priorities
EMEA asset owners navigate change while staying aligned with long-term goals
WhitepaperPolicy Pressure & Portfolio Precision
How not-for-profits can prepare for what’s next.
ArticleCorrelations Are High
During bear markets, correlations between sectors in the S&P 500 Index tend to rise.
ArticleFinding Solutions to Investment Challenges
APAC asset owners—including those in Australia— balance risks, returns, and operational efficiency
WhitepaperTurning the tide
Guide to investing in natural capital for UK pension schemes
ArticleRethinking Data Management in the Nordics
Institutional investors in the Nordics are re-thinking data management strategies to optimise portfolio management.
WhitepaperSustainability Disclosure Requirements
What these requirements mean for UK DC pension schemes
WhitepaperImplementing an Effective ESG Framework
Determining the ESG measurement criteria is crucial for your strategic goals.
WhitepaperAlts in Retirement Plans?
Learn more about the benefits and challenges of adding alts into DC Plans.
WhitepaperThe Path to Net Zero
Practical tools and insights from industry experts in the UK on how to overcome the stumbling blocks in their paths.
WhitepaperPrivate Markets in UK DC pension schemes
Has the missing piece of the private markets puzzle fallen into place?
ArticleLeveraging AI for Alternative Asset Data
Things to consider for an AI-driven data management strategy
ArticleDo not let a shock, shock you
Learn more about risk mitigation and preventative measures that were discussed at our recent event.
ArticleThe winning formula
How Northern Trust is leading the UK pension servicing field.
ArticleHarnessing Generative AI for Alternative Asset Investing
As asset owners have increased their allocations to alternative assets, many have been challenged in aggregating an accurate picture of their portfolios.
ArticleAlts in the AI Era
Alternatives Watch conducted a survey of global asset owners on how AI is impacting the investment process.
WhitepaperImplementing an Effective ESG Framework
The first paper of the series by Northern Trust and ORC discussed approaches and best practices to defining ESG objectives as the foundation of an effective framework.
ArticleAn Age of Disruption
Practical insights from our annual Integrated Trading Solutions Summit ranging from GenAI to the impact of T+1
WhitepaperThe Barriers to Investing in Private Markets are Coming Down
Research shows what the investment drivers are and the routes to access them.
ArticleThe Emergence of AI Powered Funds
In a rapidly evolving world, AI has captured the imagination of many investors.
ArticleCentral Clearing Required for U.S. Treasury Market
What the recent SEC rule means for certain transactions.
WhitepaperHow Your Spending Policy Can Jeopardize Your Goals
Lower expected equity returns could challenge spending potential for non-profits.
BlogWhat is on the UK DC pension trustee’s agenda in 2024?
With the trustee’s agenda already full, could 2024 be the year that the transfer to a master trust becomes the inevitable future?
ArticleHow Treasurers are Positioning Cash
Treasurers are likely seeking to diversify their cash holdings in different ways.
WhitepaperThe Future of Funds
How the asset management industry must evolve for the digital future.
ArticleOptions Market Update December 2023: Trends and Analysis
The latest on the US market as 2023 comes to a close.
WhitepaperThe Shifting Landscape for Institutional Investors
The investment environment is in the early stages of a fundamental shift.
WhitepaperNavigating the Road Ahead
Northern Trust and True Partner Capital’s joint white paper provides insights on tackling investment risks in the Dutch pension transition.
WebinarBrace For Impact: Is Your Pension Portfolio Ready for 2024?
Our NTAM partners explore pension considerations in this webinar.
WhitepaperData Driven Investment Process Key to Achieving Alpha
Data science and behavioral analytics can create more quantifiable, data-driven outcomes.
ArticleView from the UK
The Mansion House Reforms, Private Equity and DC – The Devil is in the Detail
ArticleNovember 2023 Treasury Market Update
The US Federal Government spending deficit is around 6% today.
WhitepaperDCALTA Issues Liquidity Framework for Alts in DC Plans
DCALTA puts forward a Liquidity Framework that draws from the deep experience of the DCALTA membership.
ArticleGen AI In Pension Fund Industry
Balancing Innovation and Oversight Key to Leveraging the Benefits of Gen AI.
ArticleA Deep Dive Into U.S. Debt
The longer the U.S. debt is left to grow, the harder it will be to correct.
ArticleNo GPS for Outperforming Managers
But this can get investors closer.
ArticleThe Impacts of a Changing Regulatory Landscape
Investment advisers are contending with a wide range of challenges.
PodcastData Automation is Revolutionizing Asset Owners
Melanie Pickett joined Nasdaq Trade Talks to discuss the powerful impacts of data on asset owners.
ArticleFrom Risk to Reward: Putting Your Data to Work
How asset owners can harness the power of their data to assess risk and drive impactful results.
ArticleSolving the Data Challenge: Alternative Investments
The complex nature of alternative asset classes creates a complex data problem for asset owners.
ArticleSolving the ESG Data Management Challenge
Equipping investors with a holistic view of data to make informed decisions.
ArticleAsset Allocation: The Future is not in the Past
The implications of this year’s themes of inflation volatility, liquidity concerns and deglobalisation.
ArticleWhy the PRT Market Is Thriving
Insurers are seeking cost-effective solutions to manage the increasingly complex portfolios.
ArticleEvolution in the Securities Lending Market
Managing regulatory and market challenges over the last decade.
ArticleGenerative AI Is Transforming Investment Management
Revolutionary AI technology is changing the world.
WhitepaperBringing Together the Front Office & Capital Markets Community
Systemic shifts are occurring in asset allocation and performance decision-making.
ArticleCombining Tech and Talent for Allocators
Increased use of alts has created new hurdles for the front office, but they can be quickly addressed.
ArticleData Science Levels the Playing Field for Asset Owners
How behavioral analytics is propelling asset owners forward.
ArticleDemystifying Longevity Risk Collateral Structures
How pension funds can navigate complex longevity risk collateral structures.
ArticleLeveraging Data Science to Stay Ahead of the ESG Curve
Relying on data to make better decisions will be key for ESG targets.
ArticleOptimizing Outcomes for Portfolio Transitions
Institutional investors can optimize outcomes by working with the right partner.
ArticleThe Path to Alpha
An integrated securities finance strategy to boost portfolio returns.
ArticleTailoring FX Solutions for Complex Investing
Steps required for a currency hedging strategy to stay on track.
ReportCapital Markets Assumptions 2023
Return forecasts and long-term investment themes for the years ahead.
Case StudyHealthcare Organization Case Study
How our technology and service offerings helped a healthcare organization.
ArticleInvestment Data Science Builds Asset Allocators’ Power
Recent innovations in data science could bring huge payoffs in the investment industry.
ArticleNavigating Restricted Currency Markets
Foreign exchange trading is now more efficient and transparent than ever.
ArticleOptimizing Investment Decisions with Data Science
Using data analytics to improve decision making has grown significantly over the past decade.
ArticlePension Consolidation is Gaining Traction
Global funds are continuing to rethink their pension models and what they should consider when consolidating.
WhitepaperTrends Accelerating Change in Investing
Explore the three key factors shaping the future for institutional managers and asset owners.
ArticleThe One Stop Shop for Innovation
Cloud services are expanding capabilities to serve and attracting new customers.
WebinarVenn by Two Sigma and Investment Data Science
Institutional investors are accessing data and demanding more from their asset managers.
Past Operationals Professionals Insights
ArticleRisk and Resiliency
Insights from our UK Asset Owner Client Summit on creating a risk aware culture to manage risks and build resiliency
WhitepaperEvolution of Custody
This issue of Communiqué explores the key changes that will define custody services in the future.
WhitepaperEvaluating Custodial Banks as Asset Servicers
Custodial banks play a pivotal role as strategic asset servicers, but there are 3 considerations to keep in mind.
ArticleSolutions for Healthcare Organizations
Learn how comprehensive capabilities and services can help healthcare organizations optimize.
WebinarT+1 Webinar with DTCC
What you need to know and how to prepare.
ArticleAre Your Asset Managers Prepared for T+1?
7 questions you should be asking your managers.
ArticleT+1 is Coming: Are You Prepared?
Explore the benefits and potential challenges as the settlement cycle tightens.
ArticleAI’s Evolution in Financial Services and the Future Impact
Gen AI has the potential to revolutionize investment data analysis for decision making.
WhitepaperResources from Essentia Analytics
Learn how behavioral data analytics can help asset allocators make decisions.
ArticleESG Tokenization and Market Outlook
Demystifying tokenization and distributed ledger technologies in the financial market.
ArticleOptimizing Your Data Management for the Future
Data automation is critical for institutional investors with multi-asset portfolios.
ArticleThe Proof Is In The Data When It Comes To DEI
Access to data can help allocators monitor progress toward diversity, equity and inclusion goals.
WhitepaperBeyond Asset Tokenization
The journey through the next evolution of asset servicing.
ArticleConsidering Alternative Remedies
How healthcare organizations’ pivot to alternative assets can present operational indigestion.
PodcastCapital Allocators with Melanie Pickett
This episode explores the NT Asset Owner story and industry trends.
BlogHarnessing the Power of Data
The full benefits of technology will not be realized unless the underlying data is of high quality.
WhitepaperAsset Owners Create a More Powerful Voice
Explore how better data and tools have made asset owners more powerful.
BlogPride, Passion and Lionel Messi
Pete Cherewich explores what it means to have pride in your work and a passion for success.
WhitepaperEmbracing the Future of Investing
Why the asset servicing industry needs to adapt for the digital future.
PodcastFaster Forward with Kim Evans
Moving the needle of DE&I with data.
WhitepaperThe Art of the Possible in Data Automation
Data automation is evolving at such a rapid pace, it is critical asset owners are looking ahead.
PodcastFaster Forward with Pete Cherecwich
Data is rapidly evolving, and its impact is changing the way that our world operates.
ArticleLeveraging Digitized Banking in Pursuit of Real-Time Payments
The current and future applications of AI and machine learning.
PodcastFaster Forward with Carl Tannenbaum
An economic update with our Chief Economist
BlogThe Power of Giving
Every contribution matters when it comes to philanthropic giving.
ArticleFuture-Proofing Legacy Tech
A look at how insurers are seeking new outsourced solutions.
PodcastFaster Forward with Melanie Pickett
Asset owners are becoming increasingly more powerful in the way they manage their portfolios.
WhitepaperESG Imprint on Institutional Investing
Considerations for institutional investors as a result of the PwC ESG survey.