Outsourced Investment Services
Achieve your investment goals by outsourcing your investment management.
Managing your organization's portfolio can be time consuming and overwhelming.
Outsourcing your investment management function to Northern Trust will help you reach
your organization’s investment potential. Our outsourced chief investment officer
(OCIO) solutions will monitor the market and respond to market trends, allowing you
to focus on your mission.
LEVERAGE AN OCIO MODEL TO HELP DRIVE MORE EFFICIENT USE OF RESOURCES
Ease the administrative burden of working with multiple outside managers and monitoring their performance. By applying our technology to continually source and capitalize on market opportunities, our investment professionals can efficiently and effectively invest your organization’s assets for you – so you can focus on running your organization.
- Timely implementation of investment decisions. Without the need to secure a quorum, allowing your portfolio to potentially benefit from market events and inefficiencies.
- Robust manager due diligence, selection and monitoring.
- Simplified administration. Designed to ease the administrative burden on your staff, freeing them from contract and fee negotiation with investment managers, and movement of funds between managers.
While the goal to minimize expenses is important, decisions made solely on the basis of cost may actually create additional challenges for the organization as a whole.
The Northern Trust Company. Member FDIC
© 2020 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S.
This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.
Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.
This information, including any information regarding specific investment products or strategies, does not take into account the reader’s individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.