Fixed Income Solutions

A FULL RANGE OF FIXED INCOME STRATEGIES TO MEET YOUR NEEDS

As an experienced fixed income manager, we know that the best strategy is one that meets your needs. Our fixed income strategies follow a conservative investment philosophy that doesn’t involve leverage, derivatives or currency trading. Rather, we use research and analysis bolstered by our trading and risk management experience, to identify strategies that offer the most value for the risk taken.

With teams in the United States, Europe and Asia, our global presence gives you access to a full spectrum of fixed income issuers and securities:

Cash Management. From money market funds to custom cash strategies, we can help you manage cash by aligning your strategy with your risk, liquidity and return criteria.

Ultra-Short. For investors interested in maximizing income while maintaining reasonable liquidity, our ultra-short strategies invest in high quality, liquid investments with durations ranging from overnight to five years.

Core and Core Plus. For investors seeking active management that uses fundamental research and risk management to identify strategies against a variety of benchmarks along the interest rate and credit curves for longer-term exposure to investment- and noninvestment-grade bonds (3 to 15 years).

High Yield. If you are a more aggressive investor interested in higher current income with the potential for capital appreciation, high-yield (lower rated) corporate bonds may be an appropriate choice.

Index Management. Investors seeking low-cost, risk-efficient market exposure appreciate our global index management solutions. Our experts can help you identify the appropriate investment strategies across a range of global markets and benchmarks.

Municipals. For investors interested in managing their tax burden, we offer actively managed, relative-value style municipal bond management.

OUR FIXED INCOME PHILOSOPHY

We understand that because the market is dynamic, our investment strategies must be as well. Keeping our conservative philosophy in mind, we create high quality, well diversified, liquid investment portfolios by combining:

• Thorough fundamental research
• Trading expertise
• Risk management
• Distinctive portfolio design
• Global trading platform

TAKING A COLLABORATIVE APPROACH

Our dedicated portfolio management team works with you to create a customized, flexible program that meets your investment, liquidity, tax and reporting needs. To do this, we:

1. Consult with you to understand your goals and identify the appropriate levels of risk and return to achieve them.
2. Find the right structure from a number of funds and separately managed account structures across multiple investment vehicles and currencies.
3. Select the right investments based on a range of criteria, including tax status, domicile, liquidity and flexibility.

WANT TO LEARN MORE?

We provide a customized, flexible program that meets your investment, liquidity, tax and reporting needs, supported by fixed income investment professionals who will put their expertise and knowledge to work for you. Our teams around the globe can help identify the right securities and issuers to meet your needs. Let us show you how Northern Trust's fixed income management capabilities can help meet your investment objectives.