Worldwide Institutional Assets 14th Largest (worldwide Institutional AUM)
Endowment/Foundation Assets 6th Largest (total worldwide AUM)
Indexed (U.S.) Equity 4th Largest (U.S. Institutional, tax exempt, managed internally)
Indexed (U.S.) Fixed Income 5th Largest (U.S. Institutional, tax exempt, managed internally)
Retirement Solutions 10th Largest Defined Benefit Manager U.S. Institutional, (U.S. Institutional, tax exempt)
About Sustainable Investing
At Northern Trust Asset Management (“NTAM”), we define Sustainable Investing as encompassing all of NTAM’s investment strategies and accounts that utilize values based and norms based screens, best-in-class and ESG integration, or thematic investing that may focus on a specific ESG issue such as climate risk. NTAM’s Sustainable Investing includes portfolios designed by NTAM as well as those portfolios managed to client-defined methodologies or screens. As the data, analytical models and aforementioned portfolio construction tools available in the marketplace have evolved over time, so too has NTAM. NTAM’s Sustainable Investing encompasses strategies and client assets managed in accordance with client specified responsible investing terms (historically referred to as Socially Responsible), as well as portfolios that leverage contemporary approaches and datasets, including ESG analytics and ESG thematic investing.
About the Rankings and Awards shown above
Past performance is not indicative of future results.
ShareAction report “Voting Matters,” 1/11/2024. Northern Trust Asset Management ranked 33rd overall globally and 2nd among U.S. Index asset managers. ShareAction ranked asset managers from IPE’s 2023 top 500 asset managers based on the following criteria: largest 35 asset managers based on AUM, next largest 34 European asset managers based on AUM, next largest 10 U.K. asset managers based on AUM.
*For the full Northern Trust PRI Transparency Report, visit www.unpri.org. Assessment methodology can be found at https://www.unpri.org/reporting-and-assessment/how-investors-are-assessed-on-their-reporting/3066.article
Pensions & Investments - Unless otherwise noted, rankings were published in Pensions & Investments magazine’s 2024 “Special Report on the Largest Money Managers,” and are based on 12/31/2023 AUM. Rankings are calculated based on 411 investment management firms responding to P&I’s online questionnaire. To qualify for inclusion in the rankings, each firm must manage assets for U.S. institutional tax-exempt clients, such as qualified retirement plans, endowments or foundations, and answer the minimum required questions. Multi-Manager ranking appeared in “Special Report: Investment Outsourcing,” 7/11/2024 based on P&I data as of 3/31/2024.
InvestmentNews - Excellence Awardee, DEI Organizational Effort was announced by InvestmentNews on June 20, 2024. Diversity Champion & Outstanding Practice Awards were announced by InvestmentNews on May 10, 2023. Awards were decided based on nominations submitted to InvestmentNews’ online survey and decided at the discretion of the publication’s judging panel. To qualify for a nomination, firms must serve the financial advisor profession. NTAM received one of the 9 Diversity Champion firm awards in 2021, and was named a Diversity Champion in 2018, 2020, 2021, 2022 and 2023.
About Northern Trust Asset Management
Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.
