Outsourced Chief Investment Officer Strategies
A Complete, Cost-Effective and Customized Approach for Your Total Portfolio
Institutional investors are facing heightened challenges of increased complexity and constrained resources in their investment programs. Northern Trust is an outsourcing partner with deep expertise in the design and implementation of sophisticated investment programs and a fiduciary approach to the oversight of those programs.
Our approach leverages a multi-manager practice founded 35 years ago to support institutional demand for a trusted advisor that avoids conflicts of interest by using best-in-class external managers. We’ve developed strategies to meet varied investment objectives, and can do the same for your organization.
After carefully defining your return objective and risk tolerance, we build a customized multi-manager investment program diversified across multiple asset classes, multiple managers and multiple styles. All combined with continuous investment management evaluation for your entire portfolio. The result is a comprehensive investment program that increases the probability of achieving your investment objectives over the long-term, while seeking to minimize your risk and volatility of returns over the short-term.
When it comes to your investments, we offer solutions to meet your needs.
As a leading investment manager, trustee and custodian, we provide an integrated suite of investment solutions to meet the planning and administrative goals of retirement plans, foundations, endowments and sophisticated family offices like yours:
- Investment policy statement development
- Program construction
- Asset allocation design (including glidepath development for pensions based on full asset-liability analysis)
- Dedicated Client Investment Officer
- Full investment committee support including performance reporting
- Program monitoring and evaluation
- Portfolio rebalancing
- Risk management
- Investment manager selection, monitoring and replacement
- Trust & custody services
- Benefit payment services
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Margret Duvall |
Margret Duvall
Margret Duvall is a senior solutions strategist in Northern Trust Asset Management’s multi-manager solutions practice. Margret focuses on business development for a wide range of corporations, foundations, endowments, not-for-profit, and health care organizations, to help them achieve their investment goals through the development, implementation, monitoring and evaluation of their investment programs.
Previously, Margret led the product management team responsible for Northern Trust’s multi-manager solutions business in both personal and institutional markets. Margret oversaw the development, evaluation and maintenance of total outsourcing programs, alternative investments, including hedge fund of funds and private equity fund of funds, as well as emerging manager programs.
Margret served as the president of the NT Alpha Strategies Fund and the NT Hedged Equity Fund, both a diversified closed-end management investment company registered under the Investment Company Act of 1940, as amended (the “1940 Act”). Margret joined Northern Trust in 2004 as a product manager. Before joining Northern Trust, she was employed by Harris Associates as a portfolio associate.
Margret received her MBA from Northwestern University and her bachelor’s degree in English from Oberlin College. She has FINRA Series 7 and 63 licenses.