Investment Performance Services
Access on demand performance and risk information to fulfill your oversight responsibilities
To get a clear picture of your plan’s performance and risk, you require the right tools, timely information, and consulting expertise.
At Northern Trust, you benefit from substantial depth of analysis, expertise, and flexible reporting provided by your dedicated performance analysis team. Our wide range of analytical support includes;
- Easy access to on-line reporting and analytical tools.
- Flexible reporting through Data Direct™
- Universe and Peer Group comparisons for plans within the US market.
- Attribution analysis on an absolute or benchmark relative basis.
- Executive Board Reporting
Built on Web Services Technology, Data Direct™ allows clients to securely query our performance and risk databases directly from their installation of Microsoft Excel. With one click, all of the necessary data is dynamically imported into Excel.
All of this technology is backed 24/7 by our global network of dedicated performance consulting teams and experienced analysts who collaborate with you to thoroughly understand your investment goals and information delivery needs.
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Jon Dunham |
Jon Dunham
Jon Dunham is a Senior Vice President in the Corporate & Institutional Group at Northern Trust - Chicago. He joined Northern Trust in March 2008 as Head of North American Asset Servicing Sales for institutional clients.
Jon is responsible for managing a diverse institutional sales team located in Chicago, Boston, San Francisco, and Toronto, covering the public fund, Taft-Hartley, not-for-profit, large corporate, insurance, investment manager, multinational, and middle market segments. Jon's focus is solutions-based new business development. He is an industry veteran, with over 20 years' experience in client service and business and product development.
Prior to joining Northern Trust, Jon served in various executive and lead business development roles at Bank of New York Mellon Corporation. Most recently, he served as National Sales and Marketing Director for the asset servicing sector. Before that, Jon held several senior positions in market segment sales, new business development, and product management.
Jon attended the University of Pittsburgh and began his career in management and sales for a retail consumer goods firm. Jon currently participates on several national organizations that focus on the financial services industry.