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