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Strategic Investment Advice with Not-for-Profit Expertise

For almost 40 years, Northern Trust has been implementing multi-manager investment programs and providing strategic investment advice to Not-for-Profit organizations.

Customization is essential for endowments and foundations. We focus on understanding client goals, risk tolerances and philosophical perspectives on investing – and addressing the complex investment challenges facing Not-for-Profits today.



HIGHLIGHTS


Flexibility in Strategy and Execution

  • Ability to execute portfolio on an advisory or discretionary basis
  • Path to incorporate plan spending and distribution policy into investment strategy
  • Engage with investment committees and staff to enhanced governance models

 

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