Northern Trust Investments (NTI) offers a range of investment advisory services, including managing investments for mutual funds, separately managed accounts, and model portfolios. NTI's strategies cover equities, fixed income, and asset allocation, using both active and passive approaches. NTI also provides outsourced chief investment officer (OCIO) services and advice on alternative assets. NTI manages investments for institutions and individuals.
Assets Under Management$1100B
Clients41,475
Advisors36
Avg. per Client$27M
Avg. per Advisor$31B
Fee Structure
Investment management only (planning not offered)
NTI offers investment management services through separately managed accounts. Fees are charged as a percentage of the assets managed. The specific percentage varies depending on the investment strategy used:
- Third-Party Strategies: Up to 1.00% per year
- Quantitative Equity: Up to 0.65% per year
- Passive Equity: Up to 0.30% per year
- Fixed Income: Up to 0.45% per year
- Tax Advantaged Long/Short Equity: Up to 1.50% per year
- Cash Management: Up to 0.12% per year
- Multi-Asset Class: Up to 0.50% per year
Fees are invoiced quarterly, monthly, or as stated in the client's agreement.
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Location
36 Advisors at this firm
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