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Investment Risk and Analytical Services


Bring your Investment Program into focus with our comprehensive array of analytical capabilities and consultative services.

The demands on you have never been greater; assessing risk, monitoring compliance, evaluating performance, projecting trends and their potential impact. Northern Trust's Investment Risk and Analytical Services team offers a comprehensive menu of solutions, supported by powerful technology and delivered by experienced professionals. We can help you bring all of the details into focus so that your attention remains at the strategic program management level.

Plan for the future

An extensive range of program design and implementation services helps you plan for the future. Forward looking risk management reporting captures changes in risk profiles quickly.

  • Asset Liability Studies
  • Long Term Trend Analysis
  • Ex-Ante Risk Forecasts
  • Stress and Scenario Testing
  • "What-If" Analysis
  • Consultative Approach

Monitor and measure risk

Market Risk Services help you to integrate advanced risk monitoring and measurement techniques. Understand your total plan-level market risk factors with:

  • Customized, holdings-based reports explaining your program's risk profile
  • Northern Trust Risk Universe®, the first peer group comparison for total plan risk

Compliance Monitoring provides exceptions based testing on a daily basis to identify when portfolios are approaching or have breached your guideline limits. We provide multi-manager, multi-asset class post-trade compliance monitoring and exposure analysis.

Interactive ComplianceRADAR®

Dashboard supports your breach management and reporting process.

Private Monitor™

Offers a flexible solution for your private equity reporting needs. As part of our long standing vendor partnership, clients have the option of utilizing specialized software.

Evaluate Performance

Get a comprehensive view of your worldwide portfolio performance relative to your objectives. We provide analytical reporting in standard and custom, summary level overview and detailed formats. Fully customized, interactive dashboards allow you to view the data that is important to you:

  • Rates of Return
  • Asset Allocation
  • Universe and Benchmark comparisons
  • Manager Analysis
  • Performance Attribution

Executive Reporting

Meet the needs of your board, committee and staff by comparing investment results and risks with policy goals and objectives. Note exceptions that may affect or have already affected an investment strategy.Pinpoint program elements that have the biggest impact on results. Track performance of those portfolios that may have deviated from expectations or guidelines.

Jon Dunham

Jon Dunham

Senior Vice President, Corporate and Institutional Services
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Jon Dunham

Jon Dunham

Senior Vice President, Corporate and Institutional Services

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.

Insights & Research

Helping you anticipate and address change
Q4 2018 Northern Trust Universe Summaries

Northern Trust Universe Data: Fourth Quarter Losses Drag Institutional Plan Sponsors to Negative Returns in 2018

Data Direct: A Streamlined Approach to Accessing Risk and Performance Data

See how clients are working faster and smarter using this Northern Trust technology.


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 more information, read our legal and regulatory information about individual market offices.

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.