All Asset Allocation Materials
Asset Allocation Templates
Weekly Market Update
Benchmark Report
Valuation Report
Monthly Investment Guide
Investment Committee Data Pack
Perspective Newsletter
Investment Strategy Insights
Chartbooks
Monthly Real Assets Update
Capital Market Assumptions
Portfolio Insights
Asset Allocation Strategy
Strengthen your investment management process
with the expertise of a leading global asset manager
Use our Asset Allocation Resources to Support Your Portfolio Design
>
STRATEGIC AND TACTICAL ASSET ALLOCATION GUIDANCE
Putting our asset class and market forecasts - and our global themes - into action
STRATEGIC ASSET ALLOCATION (SAA) -Setting the Foundation- We seek to establish an optimal strategic allocation to serve as the investor's foundation. Grounded in our Capital Market Assumptions, we employ a "forward-looking, historically aware" approach informed by extensive research.
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TACTICAL ASSET ALLOCATION (TAA) -Capitalizing on Opportunities- We seek to add value by exploiting near-term financial market opportunities. Risk management techniques are incorporated to ensure TAA deviation from SAA conforms to investor expectations.
Our tactical global policy model has provided higher returns
– and lower risk – than a 60/40 portfolio.
Line graph of the CUMULATIVE HYPOTHETICAL RETURNS as a percentage, demonstrating low risk and high return
See how our asset allocation expertise can benefit your practice
1
Long-term return forecasts
help manage client
expectations regarding
the outlook for their
investments

 
2
Strategic asset allocation
guidance

facilitates the investment
policy statement development
process and helps to align client
goals with appropriate risk profiles
3
Tactical asset allocation
recommendations

provide insight on the near-term
risk-taking environment and
potential opportunities

 
PUT THE POWER OF OUR PROCESS TO WORK FOR YOUR CLIENTS Our time-tested asset allocation process is transparent and flexible,
and relevant to investors of all levels of sophistication,
with any investment goal and any risk tolerance
Get started with these foundational resources:
Capital Market Assumptions icon CAPITAL MARKET
ASSUMPTIONS
Ten-year asset class return expectations to support your investment management practice
>View the 10-Year Outlook (PDF)
Asset Allocation Templates icon ASSET ALLOCATION
TEMPLATES
Strategic and tactical recommendations for global and domestic multi-asset portfolios
>View the Asset Allocation Templates
Chart Library icon CHART
LIBRARY
Retail client-friendly charts to assist in reviewing our asset allocation positioning and performance
>View the Chart Library (PPT)
LEARN MORE ABOUT OUR
CAPITAL MARKET ASSUMPTIONS PROCESS

Each year, Northern Trust’s Capital Market Assumptions Working Group develops forward-looking, historically aware forecasts for global economic activity and financial market returns — which drive our ten-year asset class return expectations.


Capital Market Assumptions icon