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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


#5PROVIDER OF U.S. OUTSOURCED ASSETS*

$117.0BIN OUTSOURCED ASSETS**

135+Outsourced Investment Solutions PROFESSIONALS

40+YEARS OF Outsourced Investment Solutions EXPERTISE

*Source: Pension & Investments Annual Outsourcing Survey, March 31, 2020.

**As of September 30, 2020. Source: Northern Trust Asset Management (NTAM) Finance.

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

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

  

Joseph W. McInerney

Joseph W. McInerney

Head of Multi-Manager Solutions
Joseph McInerney is managing executive of Northern Trust Asset Management's multi-manager solutions business.

  

 

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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?

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Our Services

We have earned the confidence of investors worldwide by offering distinctive solutions, diverse insights and an exceptional client experience.