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Investment Management

Build a Successful Investment Policy Statement
Provide a clear roadmap for managing your organization’s investments and spending over time. A carefully crafted investment policy statement can help you define your investment philosophy and process.
Darius A. Gill, CFA

Darius A. Gill, CFA

National Practice Executive
Darius is the National Practice Leader for our Foundation and Institutional Advisory Services (FIA) segment.

Achieve your organization’s risk-adjusted investment goals

Short-term cash flow needs can divert focus from your organization’s long-term investment strategy. Northern Trust will work with you to establish a cash management strategy tailored to your organization’s unique needs, then develop an investment program that matches your risk tolerance.

ALIGN YOUR PROGRAM WITH YOUR MISSION AND POLICIES

Northern Trust’s Foundation & Institutional Advisors can develop an investment program that matches your spending policy, annual draw and risk/return profile. The peace of mind you’ll get means you can fully devote your time and energy on to what is most important – achieving your organization’s mission.

  • Investment strategy 
    Align your financial goals with your mission and policies. 
  • Investment program design 
    Develop a diversified plan that may blend active and passive investment strategies to help support your short-term cash flow needs and seeks to maximize long-term returns.
  • Program implementation 
    Put the optimal combination of managers to work (active, passive and/or mix) in constructing each asset class with a mix of risk and risk control.
  • Monitoring and continuous evaluation 
    You’ll receive regular reviews of performance versus benchmarks. We’ll bring you new ideas and rebalance periodically.

The Northern Trust Company. Member FDIC

© 2019 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. 

This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.

This information, including any information regarding specific investment products or strategies, does not take into account the reader’s individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.