White Papers and Articles
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Gain insights into the financial landscape
Northern Trust professionals are considered industry experts and have published white papers and articles in various trade publications.
White Papers
- Insights on Defined Contributions - Guiding Principles
- The impact of regulation on the availability of collateral and liquidity for centrally cleared derivatives, Anthony Stevens, June 2014
- Leading by Example: Empowering Others by Being Yourself, Lisa Shea, May 2014
- Examining the trends in insurance asset management, ClearPath Report, May 2014
- Fortune Favors the Transparent, Carl Lingenfelter, January 2014
- Pension Fund Governance - Knowledge is Power, IPN, February 2014 (in Dutch)
- Pension Fund Governance - Knowledge is Power, IPE, February 2014
- Operations Outsourcing Climbs the Value Chain
- Frequently Asked Questions for Fund Managers (May 2013)
- Capital Requirements for Pension Funds in the Wake of Dodd-Frank
- Northern Trust participates in Nordic Funds Services Roundtable, Fondsbranschen, May 2013
- Stichting Pensioenfonds ING and Northern Trust governance case study showcased in IPE
- IPE interviews Northern Trust on governance and data trends
- IPE interviews Pensioenfonds Vervoer on fiduciary management trends
- Defined Contribution Tracker
- Managed Accounts: Balancing Transparency, Costs
- Frequently Asked Questions for Hedge Fund Managers (November 12, 2012)
- Private Equity Program Benchmarking - The Good, the Bad and the Ugly
- Asset Allocation Trends & Challenges
- Challenges in Balancing Risk, Accounting and Settlement for Repos
Articles
- Empowering talented people, Duke Magazine, Steve David, June 2015 (English version)
- Empowering talented people, Andy Magazine, Steve David, June 2015 (French version)
- Best European ETF Fund Administrator, ETF Express, 2015
- A Look Ahead: What Hedge Funds Should Consider Heading in 2015, January 2015
- ETFs: The Path to Success, Funds Europe, November 2014
- ETFs: Guiding Light, HedgeNordic, November 2014
- Insights on Hedge Fund Fee Structures, November 2014
- Insurance portfolio exposure: managing and monitoring alternative asset allocations, Paul Finlayson, October 2014
- Asset allocation governance: what trends should insurers heed?, Ian Castledine, October 2014
- FATCA Goes Global, Jeff Boyd and Jeanine Oliva, September 2014
- Navigating the Complex Web of Derivative Regulations, Joshua Satten, August 2014
- New Standards in Investor Transparency, Peter Sanchez and Pete Cherecwich, July 2014
- The Ongoing Evolution of Operational Due Diligence, Peter Sanchez, June 2014
- How Your Administrator Can Help You Address Regulatory Change, Jeff Boyd and Todd Frank, May 2014
- Think Globally, Act Locally: Convergence of Local Regulatory Requirements in Global Fund Products, Lisa Shea and Barbara Nelligan, May 2014
- Northern Trust Executive Talks Transparency, FINalternatives, Carl Lingenfelter, March 2014
- Focus on Operations Outsourcing, HFMWeek Magazine, Peter Cherecwich, February 2014
- Risk Management for Hedge Funds, Tony Glickman and Struan Malcolm, HedgeNordic Roundtable, February 2014
- The Trusted Guide, Funds Europe, Fiona Moore, November 2013
- The Stock Lending Vacuum, Funds Europe, Fiona Moore, November 2013
- Personnel Considerations for Outsourcing, Pete Cherecwich, October 2013
- Creativity in Controls: Innovative Operating Frameworks, HFM Week, Peter Sanchez, October 2013
- The choice to outsource – creating operational efficiency and reducing risk
- Insurance Asset Management Outsourcing Roundtable, ClearPath Report
- Passport to the U.S.: Finding the Right Strategies for International Fund Managers, Mutual Fund Services Guide 2013
- Focus on Form PF, HFM Week, May 2013
- Seeing Inside the Black Box - the Importance of Independent Valuation Services, HFMWeek US East Coast Report 2012, Don Muller.
- The 'New Normal' is Here to Stay. Adapt, Innovate or...?
- A Best Practice Blueprint
- Managing Complexity