Northern Trust Investments, Inc. provides discretionary and non-discretionary investment advisory services across multiple asset classes, including equity, fixed income, liquidity, asset allocation, and alternatives. The firm serves various clients, including high net worth individuals, pension plans, trusts, and institutions. Northern Trust Investments manages separately managed accounts, model portfolios, and investment pools. The firm utilizes quantitative, fundamental, and passive investment strategies, and can incorporate sustainable investing principles and customized tax management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee percentages vary by strategy, ranging up to 0.30% for passive equity, 0.45% for fixed income, 0.50% for multi-asset class, 0.65% for quantitative equity, 1.00% for third-party strategies, and 1.50% for tax advantaged long/short equity. Fees are generally negotiable.