Not-for-Profits
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.
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
Read 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.