NORTHERN TRUST GLOBAL INVESTMENTS LTD

RIASEC RegisteredEst. 2001

Total AUM

$208B

Discretionary

$208B

100% of AUM

Avg account

$1.1B

Accounts

198

Employees

115

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 111900
Registered since: April 4, 2001
Website: www.northerntrust.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pooled Investment Vehicles62.85%
Pension & Profit Sharing Plans24.42%
State / Municipal Government9.56%
Sovereign Wealth Funds2.22%
Investment Companies0.66%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Northern Trust Global Investments Ltd is an institutional-focused asset manager and capital allocator that runs portfolios for pooled investment vehicles and for businesses and institutions. The firm’s mandate centers on managing large, discretionary mandates with a clear preference for liquid equity exposures; exchange-traded equities are the single largest sleeve in their managed accounts. Its client base and product set point to a manager that mixes passively efficient instruments with bespoke active strategies, while incorporating ESG criteria into portfolio construction. Given the firm’s role as a manager to pooled vehicles and institutional balance sheets, its investment approach emphasizes liquidity, governance, and risk controls appropriate to large mandates. The firm is an active ESG investor, which suggests systematic integration of environmental, social and governance factors into security selection and manager due diligence across both public and private allocations.