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Efficient and Effective Indexing for Better Investor Outcomes

An Intelligent Indexing approach and global platform drive for efficient in fixed income index income by reducing costs

Intelligent indexing is the skill it takes to manage index strategies effectively and cost efficiently so that investors can achieve their desired outcomes. Our integrated global platform is backed by significant scale, range and infrastructure.


Key facts:


  • Fixed Income Index asset under management: $87 Billion*
  • Comprehensive asset class coverage and global trading operations
  • Extensive range of investment vehicles to meet client needs

*As of June 30, 2019 (updated quarterly). Source: NTAM Finance.


Why Northern Trust Asset Management for Fixed Income Index Strategies?

Our investment philosophy and objective are executed through our three-faceted Intelligent Indexing® approach. A dynamic investment process, centered on efficiency, is designed to avoid unintended exposures, cost and tax implications


Portfolio Construction

  • Minimize active risk
  • Maximize liquidity
  • Address the trade-off between active risk and transaction costs

Implementation

  • Manage market impact of trading
  • Research ongoing index events
  • Utilize integrated technology

Multi-dimensional Risk Controls

  • Monitor portfolio daily
  • Conduct both pre- and post-trade compliance
  • Oversee performance on a continuing basis

Global Index Capabilities

A long, consistent track record tested over decades and market cycles