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Solutions

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
  • Index Investing as an Active Decision: Implications for Equity Investors
    Point of View
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    Index Investing as an Active Decision: Implications for Equity Investors

    Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
    Read Now
    Save
  • High-Yield Bonds: Gaining Traction for Good Reason
    Point of View
    Save

    High-Yield Bonds: Gaining Traction for Good Reason

    Solid fundamentals, low default risk, attractive yields, and strong performance relative to equities make high-yield bonds an effective diversifier.
    Read Now
    Save
  • Russell 1000 Index Annual Rebalance: Tech Leads Weighting Gains
    Point of View
    Save

    Russell 1000 Index Annual Rebalance: Tech Leads Weighting Gains

    The addition of Dell Technologies and Super Micro boosted the weighting to the technology sector. We also analyze changes to the value and growth indexes.
    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
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    How Your Spending Policy Can Jeopardize Your Goals

    Lower expected equity returns could challenge spending potential for non-profits.
    Read Now
    Save
  • Q&A: What the New SEC T +1 Rule Means for Investors
    Point of View
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    Q&A: What the New SEC T +1 Rule Means for Investors

    The Securities and Exchange Commission shortened the amount of time to settle trades by a day, potentially resulting in higher costs to investors. We examine in the impact of the new rule.
    Read Now
    Save
  • Transitioning to T+1 Settlement Cycles: The Advantage of Firm Expertise
    MarketScape
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    Transitioning to T+1 Settlement Cycles: The Advantage of Firm Expertise

    Adapting to the new cycles requires swift operational changes, making the guidance of experienced managers crucial.
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    • 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
  • Index Investing as an Active Decision: Implications for Equity Investors
    Point of View
    Save

    Index Investing as an Active Decision: Implications for Equity Investors

    Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
    Read Now
    Save
  • High-Yield Bonds: Gaining Traction for Good Reason
    Point of View
    Save

    High-Yield Bonds: Gaining Traction for Good Reason

    Solid fundamentals, low default risk, attractive yields, and strong performance relative to equities make high-yield bonds an effective diversifier.
    Read Now
    Save
  • Russell 1000 Index Annual Rebalance: Tech Leads Weighting Gains
    Point of View
    Save

    Russell 1000 Index Annual Rebalance: Tech Leads Weighting Gains

    The addition of Dell Technologies and Super Micro boosted the weighting to the technology sector. We also analyze changes to the value and growth indexes.
    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.