Northern Trust

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

Luxembourg is emerging as a key gateway for hedge fund managers as rapidly evolving investor demands and legislative changes are creating a fundamental shift in their business models. Northern Trust’s Ian Headon, product manager for hedge funds in EMEA, explores the jurisdiction’s growing opportunities for hedge fund managers. Click here to download the report

Amidst increasing demand for enhanced transparency around currency management, a new Northern Trust white paper examines the impact of currency on performance. Highly topical at a time when currency is increasingly treated as a separate asset class allocation, the paper includes insights on the impact of currency movements on an investment portfolio and common currency […]