Investment Management

Maximize returns while proactively managing risks. When we act as your investment advisor or outsourced chief investment officer, we keep pace with market trends, respond proactively and manage your investments and resources so you can focus on what’s important – fulfilling your organization’s promise.

Outsourced Investment Solutions
Balancing current spending needs of your organization with the need to maintain the purchasing power of your portfolio is a challenging task. Outsourcing your investment management to Northern Trust can result in important efficiencies and allow you to focus on other important matters.

Sustainable Investing
Our Sustainable Investing specialists can work with your board, investment committee and staff to analyze your values along with your goals, then advise on solutions so you can continue to do good, while doing well.

Philanthropic Advisory Services
Supporting your efforts to be responsible fiduciaries and stewards for your organization, FIA offers advisory services and education for your board and staff.

Planned Giving
Understanding the importance to balance today’s needs with tomorrow’s dreams, we provide a full range of planned giving services including gift administration, trustee services and charitable tax services, each of which is backed by our strong expertise in managing charitable giving needs for nonprofits.

Real Estate and Agricultural Services
The long-term benefits of accepting real estate donations whether residential, commercial, farmland or timber are significant, but managing these assets effectively can be time consuming and complex. Backed by our deep experience and knowledge, our specialists can help you manage these assets.

Oil, Gas and Mineral Rights Management Services
Managing oil, gas and mineral assets comes with complexity and risk. Our experts know how to navigate this ever evolving industry and volatile pricing structures.

Nonprofit Lending
We offer perspective and solutions on both sides of your organization’s balance sheet, including working capital lines of credit, term loans for capital needs and interim financing for projects being funded by capital campaign pledges.

Social Impact Advisory Services
Through our FIA practice, Northern Trust can help you develop real impact investment strategies that expand traditional grant making and other community activities.