Pooling for Fund Managers
Pioneering, flexible cross-border asset pooling solutions that can help you grow your business.
Gain tax efficiencies and enhanced performance through Northern Trust's cross-border asset pooling solutions. With Northern Trust's award winning technology and operational advantages, let us help you to pool your assets in either tax-transparent or non-tax-transparent vehicles.
From vehicles domiciled in the United Kingdom, Luxembourg or Dublin, we are able to support multiple countries of investor as well as multiple countries of investment. The benefits to you include:
- Enhanced performance as withholding tax drag is minimized
- Potential economies of scale in custody, administration and audit
- Ability to attract clients from different countries due to favorable tax treaty rates
- Peace of mind from partnering with an experienced industry innovator
 |
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.