Northern Trust Sponsored Research

The global financial services industry during 2011 faces active rulemaking and a myriad of changes in derivatives regulations from the United States and European Union. For financial firms operating in the Asia-Pacific region, the effects of these proposed regulatory changes on derivatives markets are particularly unclear. This article touches on some of the most-pressing concerns […]

The frontier markets sub-asset class, which completes the international opportunity set, exhibits low correlations to developed countries, high long-term economic growth potential and an attractive risk/return profile. These characteristics may appeal to sophisticated investors who want broad exposure to this asset class and understand the higher geo-political, regulatory and operational risks in these markets. Click […]

After the dramatic market events of the last decade, defined benefit plan sponsors are facing stricter accounting and regulatory oversight, and seek to control funded status volatility. Focusing on a plan’s liabilities, when contemplating asset decisions, is a good way to accomplish this task. Click here to download the report

The Path Forward: Designing the Ideal Defined Contribution Plan poised the question: “How would you design the ideal workplace DC plan if you were freed from existing laws, structures, history and standard practices?” This paper shares the 10 characteristics that plan sponsors and consultants believe would define the ideal DC plan structure. Click here to […]

Regulatory changes currently sweeping across Europe are creating a wave of opportunity for the European tax-transparent cross-border pooling industry. Northern Trust’s Aaron Overy, head of business development for cross-border pooling, explores the key drivers shaping the European cross-border pooling industry including UCITS, Solvency II, US regulations and more. Click here to download the report