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Investment Operations Outsourcing

 
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Middle-office outsourcing solutions for your evolving needs

As investment strategies, regulations and technologies grow more complex, so does the need for efficient investment operations. Work with a provider who understands the changing demands for data governance, risk management, cost control and business growth.


As an experienced partner and market leader in investment operations outsourcing (IOO), Northern Trust offers full middle-office and component solutions for a complex range of products, markets and asset types.

  • Global equities
  • Global fixed income
  • OTC and listed derivatives
  • Foreign exchange
  • Bank loans
  • Repo

Outsource your entire middle office or just the components you need. Northern Trust’s IOO services are tailored to asset managers and never off-the-shelf.


Full middle-office outsourcing delivered across a single global platform

We provide end-to-end solutions to service all of your post-trade needs. Our global, pass-the-book operating model means your portfolio information is seamlessly transferred across regions, time zones, custodians and third parties.

Combined with a single application for aggregating data, analyzing risk and performance, valuing assets and managing reporting, you get a consistent experience that helps you balance risk, quality and cost.
 
Our total middle-office solution:

  • Provides a platform for lower and more predictable costs
  • Allows you to benefit from Northern Trust's culture of control, risk management and compliance
  • Leverages our scalable technology infrastructure and operational expertise
  • Supports sophisticated investment products
  • Has an open architecture to support different distribution channels
  • Is designed to be flexible in supporting changing client needs

Flexible outsourcing components tailored to your unique requirement

Increase operational efficiency and reduce risk by outsourcing key components of your non-core activities to Northern Trust. Our solutions are completely flexible and can be tailored to your precise requirements, with component services either bundled together or provided on a standalone basis.

Choose from a range of capabilities that includes:

  • Component Trade Processing – outsource components of your post-execution trade process for a broad range of assets and let us take responsibility for matching, enrichment, custodian instruction and third-party messaging.
  • Collateral management for over-the-counter derivatives – focus on managing your investments while we manage the collateral process from beginning to end, including valuation, documentation management, reconciliation and settlement.
  • Book of Record – consolidate your holdings and transactions data across multiple subadvisors and custodians. Take a holistic approach to your investment oversight with a single view of your portfolio, allowing for better exposure monitoring.
Douglas Gee

Douglas Gee

Head of Business Development Europe, Middle East and Africa
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Douglas Gee

Douglas Gee

Head of Business Development Europe, Middle East and Africa
 
Douglas joined Northern Trust in 2008 and has over 19 years of business development experience, the last seven of which have been spent in the banking and asset servicing industry. Douglas is currently responsible for leading Northern Trust’s EMEA business development group in London. He manages sales teams in Stockholm, Amsterdam, London, Dublin, Luxembourg, Channel Islands and the Middle East, responsible for offering the breath of Northern Trust’s asset servicing and capital markets solutions to both asset owner and asset manager communities. 

Prior to assuming this responsibility in September 2015, Douglas spent four years leading Northern Trust’s Institutional Investor Group (IIG) Business Development team for UK, Ireland and latterly Africa, with responsibility for offering Northern Trust’s services to pension fund, insurance, sovereign wealth fund, central banking and charity sectors. 

Douglas has been instrumental in maintaining and developing Northern Trust's focus on the pension fund industry and works with Northern Trust’s Retirement Solution Practice, an advisory group dedicated to helping institutions navigate the complexities of the global retirement market.

Prior to joining Northern Trust, Douglas worked in the IT industry for 12 years, specialising in business development for Morse Group Plc and Computacenter Plc.

He earned a B.Sc. degree, with honours, in Computer Sciences and Politics from University of West England, Bristol, having previously attended Winchester College.
Michael Slater

Michael Slater

Senior Vice President
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+9 665-0694-6567
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Michael Slater

Michael Slater

Senior Vice President
 

Michael has a dual responsibility as Chief Representative in NTGS Abu Dhabi representative office as well as for sales and marketing efforts in the Middle East and Africa for Northern Trusts Corporate & Institutional Services. Within these roles Michael is responsible for the ongoing strategic development of Northern Trust's activities in the Middle East and Africa.

Michael has 18 years of financial services experience within global custody, including operations, client services and relationship management in the US, UK and Middle East. Michael has been focused on the Middle East since 1997.

Sheldon W. Woldt

Sheldon W. Woldt

Head of the Middle East, Northern Trust
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+9712 659 4051
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Sheldon W. Woldt

Sheldon W. Woldt

Head of the Middle East, Northern Trust
 

Sheldon W. Woldt is a Senior Vice President at The Northern Trust Company and its Head of the Middle East. In this role he is responsible for leading Northern Trust’s continued growth in the region, working with regional management and drawing on its asset servicing, asset management and wealth management expertise to achieve this. Sheldon also works with sales and relationship managers to support their focus on client satisfaction, risk management and on bringing new ideas to clients.

Sheldon brings a wide variety of experience to his role including banking operations management, financial analysis instructor, and as relationship manager in commercial lending, treasury management, investment management and global custody. He has worked with a wide variety of entities including large corporations in various industries, insurance companies, sovereign wealth funds, and investment managers.  Prior to relocating to the Middle East, Sheldon managed a team of relationship managers serving large corporations and before that he managed the Global Fund Services Practice, servicing investment managers around the world and their commingled fund products.

Woldt holds a B.S. degree in Economics from the University of Wisconsin at Madison, an M.M. degree in Finance and Marketing from the J. L. Kellogg Graduate School of Management at Northwestern University, is a Certified Cash Manager and a CFA charterholder.

Woldt is a member of the Chicago Council on Global Affairs and a member of the Board of Directors for the Chicago Youth Symphony Orchestra. He is a past member of the Board of Directors of the Suzuki-Orff School for Young Musicians.

Insights & Research

Helping you anticipate and address change.

 
 
Service Description: Investment Operations Outsourcing [PDF]

Operational and cost efficiencies for a competitive edge.

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Customised and efficient solutions for your Global Custody needs.

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Awards and Accolades
Recognized for strength, stability and outstanding service.
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© 2018 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For legal and regulatory information about our offices and legal entities, visit northerntrust.com/disclosures.

This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.