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Outsourced Chief Investment Officer (OCIO) Services

Investing with Purpose

Investing ultimately serves a greater purpose, and for nearly half a century, clients have entrusted us to help them achieve their financial goals.
Key Benefits
Dedicated, Specialized Client Teams
Senior investment teams committed to serving the specific needs of retirement plans, not‑for‑profits and family offices.
Portfolios Built from the Ground Up
Portfolios are constructed to align our clients’ investment strategies precisely with their goals.
Time-Tested Leader with a Proven Track Record
Proudly serving as a fiduciary, accountable to our clients and their financial success, for over 40 years.

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OCIO Solutions

Retirement Plans

Our practice is focused on providing custom investment solutions designed to achieve our clients’ objectives. With decades of experience and access to the latest technology, our client investment officers improve portfolio outcomes, strengthen governance and oversight, and mitigate risk.
Why NTAM?
Experienced, former plan sponsors and credentialed actuaries
Custom investment solutions and LDI capabilities
Disciplined governance framework supporting fiduciary duty

Featured Topics

Slide 1 of 3
  • Upgrading Equities Over Bonds
    MarketScape
    Save
    We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
    View Now
    Save
  • Navigating Small Caps: The Importance of Sidestepping Low Quality
    MarketScape
    Save
    For investors considering adding small-cap stocks to their equity portfolios, we suggest they do it selectively, steering clear of more speculative investments.
    View Now
    Save
  • Upside Surprises
    Investment Perspective
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    Strong economic performance and rising inflation surpass expectations
    Read Now
    Save
  • 1 / 3

    OCIO Solutions

    Not-for-Profits

    We understand that investing ultimately serves a greater purpose and our fiduciary heritage instills in us an unwavering drive to continually develop innovative ideas, creative insights and distinct expertise that is critical to helping our clients realize that purpose.
    Why NTAM?
    Collaborative partnerships led by senior, dedicated teams
    Comprehensive investment expertise inclusive of alternatives
    Custom, cost-effective implementation aligned with goals

    Featured Topics

    Slide 1 of 3
  • How Your Spending Policy Can Jeopardize Your Goals
    Report
    Save
    Lower expected equity returns could challenge spending potential for non-profits.
    Read Now
    Save
  • Upgrading Equities Over Bonds
    MarketScape
    Save
    We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
    View Now
    Save
  • Navigating Small Caps: The Importance of Sidestepping Low Quality
    MarketScape
    Save
    For investors considering adding small-cap stocks to their equity portfolios, we suggest they do it selectively, steering clear of more speculative investments.
    View Now
    Save
  • 1 / 3

    OCIO Solutions

    Family Offices

    Our focus is to understand the unique nature of multigenerational families, significant balance sheets, tax sensitivities and evolution of objectives. We provide a truly differentiated investment experience for our clients, which is evident from over 40 years of commitment to this segment.
    Why NTAM?
    Dedicated practice focused on Family Offices
    High-touch service by advisors who work with 8-10 families
    Deep resources providing unique access and holistic advice

    Featured Topics

    Slide 1 of 3
  • Upgrading Equities Over Bonds
    MarketScape
    Save
    We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
    View Now
    Save
  • Navigating Small Caps: The Importance of Sidestepping Low Quality
    MarketScape
    Save
    For investors considering adding small-cap stocks to their equity portfolios, we suggest they do it selectively, steering clear of more speculative investments.
    View Now
    Save
  • Upside Surprises
    Investment Perspective
    Save
    Strong economic performance and rising inflation surpass expectations
    Read Now
    Save
  • 1 / 3

    Contact Us

    Interested in hearing more about our solutions? 

    Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted.


    IMPORTANT INFORMATION


    The information is not intended for distribution or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. Northern Trust and its affiliates may have positions in and may effect transactions in the markets, contracts and related investments different than described in this information. This information is obtained from sources believed to be reliable, and its accuracy and completeness are not guaranteed. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of Northern Trust and are subject to change without notice.

    Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.