Cross-Border Pooling
Northern Trust offers cross-border pooling to multinational pension funds and investment managers around the world. We have the practical experience implementing, operating, and servicing both tax and non-tax-transparent vehicles.
An industry leader in cross border pooling
Northern Trust offers:
- Solutions for a range of commingled vehicles including ACS, VCC, CCF, SICAV, FCP and FGR
- Servicing vehicles domiciled in the United Kingdom, Luxembourg and Dublin
- Supporting multiple countries of investor, multiple countries of investment, multiple investment mandates and multiple investment managers per mandate
- Dedicated global team co-coordinating experts across all disciplines, including tax, legal, and operations
- Flexible systems and automated operational processes
- Client servicing teams with proven expertise in delivering cross border pooling solutions
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Michael E. Blake, CFA |
Michael E. Blake, CFA
Mike leads Northern Trust’s business development efforts on behalf of the Global Fund Services and Insurance segments in North America. He is focused on delivering solutions to North American investment managers and insurance companies on behalf of their global custody, fund administration, and investment operations outsourcing needs on a global basis.
Mike began his career at Northern Trust in 1989 in Worldwide Operations and Technology serving the Large Corporate ERISA and institutional market segments. He spent several years away from Northern Trust consulting to retirement plan sponsors, developing and marketing enterprise level asset allocation and client servicing solutions for trust and retirement plan providers. Mike returned to Northern Trust in 2005.
Mike received a BS in Business Administration from Marquette University and an MBA from Loyola University of Chicago. Mike is a CFA charterholder and member of the CFA Society of Chicago.