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Outsourced Chief Investment Officer (OCIO)

A Global Fiduciary Partner for Complex Portfolios

As one of the world’s largest and most experienced providers of outsourced investment solutions, Northern Trust Asset Management understands the needs of institutional investor and asset owners. Experienced investors, extensive risk management and efficient implementation are the foundational elements that power our portfolio construction.

We craft custom solutions that seek to create risk-managed growth by targeting long-term investment themes and efficient implementation through an open architecture model.



The Northern Trust Advantage – Deep Resources, Expertise & Scale


Risk-Managed Growth


  • Unique risk factor analysis to help strategies remain focused
  • Customized solutions crafted to align with unique client needs
  • Thoughtful tactical changes to manage risk and remain dynamic


Targeted Investment Themes


  • Robust capital markets outlook provides foundational direction
  • Specialized expertise across asset classes and client segments create value-add opportunities
  • Differentiated managers selected by a highly focused and experienced team

insights


Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment themes shifting the global asset allocation, risk and return landscape over the next five years.

View our 2018 Annual Report.

Investors who anticipate the potential effects of the good, bad, and ugly returns are better prepared to understand the process and ultimately enjoy the fruits of a sustainable private investment program.

Looking beyond the funding status of corporate pension plans in the U.S. How did the surplus disappear with strong market returns? What options do companies have to increase funding ratios? What does the future hold for pension contributions?

Our Client Expertise


Every client is unique, so their investment program should be developed and maintained accordingly. At Northern Trust we stand by that philosophy, and developed our outsourcing practice to remain deeply focused on specific client segments.

Retirement Plans

  • Leading manager of retirement assets
  • Expertise in asset and liability risk management
  • Full range of Defined Contribution capabilities including white label options

Not-For-Profits

  • Focused on growing real portfolio value and spending power
  • Emphasis on heavy allocations to alternative investments
  • Multi-dimensional risk management

Global Family Offices

  • Dedicated family office practice
  • Long history of serving world’s most affluent families
  • Sophisticated investment partner