Our Principles and Values
We believe investing ultimately serves a greater purpose and should be done intentionally and efficiently …
… by people who are passionate, astute and tenacious problem solvers
… with the understanding that all investing involves risk and
… is best accomplished by using an empirically based process.
Our Guiding Principles
"Our asset allocation and portfolio construction expertise provides solutions in the context of a client’s overall investment portfolio and aspirations."
"Our heritage drives our principle-based approach that advances our clients’ interest first and reinforces our commitment to a distinct client experience."
"Our deliberate, empirically based approach to product development results in global, innovative solutions that span asset classes."
"We consider it a great privilege to serve our investors and our communities with integrity, respect and transparency. Our strong fiduciary heritage is a cornerstone of our culture."
Our curiosity fosters a collaborative culture where creativity and innovation thrive. Our commitment to recruit, develop and deploy diverse talent globally enables us to capitalize on the strength that lies in our differences.
Our humility fosters strong interpersonal relationships and a willingness to place the shared mission above self-interest.
Our passion for the investment business gives us a clear sense of purpose.
Our focus on competence produces deep investment acumen, subject matter expertise and indispensable functional proficiency.
Insights You Can Use
Our portfolio construction experts deliver actionable insights every week — and you can access them even when you're on the go. Simply follow us on social or subscribe to one of our newsletters.
Our time-tested asset allocation and portfolio construction expertise provides us with a distinct perspective, one that helps ensure every investment we provide is efficiently managed, empirically driven and integrates the purposeful application of risk.
That's why investors turn to us when they’re seeking:
- Quantitative Investment Strategies, built to achieve targeted excess returns and avoid unintended risks.
- Multi-Asset Class Solutions, backed by our comprehensive and time-tested portfolio construction process, to target desired investment outcomes.
- Sustainable Investing Solutions, that deliver competitive risk-adjusted returns aligned with their principles.
Learn About Our Expertise
About Sustainable Investing
At Northern Trust Asset Management (“NTAM”), we define Sustainable Investing as encompassing all of NTAM’s investment strategies and accounts that utilize values based and norms based screens, best-in-class and ESG integration, or thematic investing that may focus on a specific ESG issue such as climate risk. NTAM’s Sustainable Investing includes portfolios designed by NTAM as well as those portfolios managed to client-defined methodologies or screens. As the data, analytical models and aforementioned portfolio construction tools available in the marketplace have evolved over time, so too has NTAM. NTAM’s Sustainable Investing encompasses strategies and client assets managed in accordance with client specified responsible investing terms (historically referred to as Socially Responsible), as well as portfolios that leverage contemporary approaches and datasets, including ESG analytics and ESG thematic investing.
© 2023 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.
Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.