Funds Europe Awards: Interview with Northern Trust

News

Funds Europe Awards: Interview with Northern Trust - TA winner 2022

Katie Webber The deadline for the Funds Europe Awards 2023 is fast approaching. Last year, Northern Trust won Transfer Agent of the Year. The title was won partly because our judges acknowledged the firm’s investment in technology.

Funds Europe spoke to Kate Webber (pictured), head of product strategy at Northern Trust, in our July/August 2023 issue.

Webber highlighted the rollout of the firm’s Fund Utility strategy in the UK, which is designed to increase straight-through processing.

Transfer agency – or “TA” – is a critical connection point between asset managers and their clients. The TA provides registrations services, for example, and the quality of the customer experience provided by the TA is crucial for the fund manager’s own reputation.

DEADLINE FOR ENTRIES: 1st August 2023

Webber also revealed that Northern Trust is exploring the ability to provide ESG ratings to investors’ individual portfolios.

“As keepers of the investor's data, there is potentially an ability for us to combine investor data and fund-level ESG data to create a personalised ESG rating based on an individual retail or institutional portfolio,” says Webber.

*Read the full interview with Kate Webber here

*Enter the Funds Europe Awards here

Thought leadership

Euroclear_PM_white_paper_native_image_400x103

This whitepaper outlines key challenges impeding the growth of private markets and explores how technological innovation, when bolstered by the operational experience and global reach of FMIs, can provide solutions to unlock access to private market funds for a growing investor base.

DOWNLOAD NOW »

Transporting goods by sea is the lowest carbon way of transporting goods. That said, the shipping sector contribute 3% of global carbon emissions, so we need it to get to net zero. Breakthrough technologies have the power to reshape the industry and drastically reduce its environmental footprint.

LEARN MORE »

We often hear about the challenges related to sustainability data - in particular, the lack of consistency, comparability, and completeness. Update your information puzzle with Essential Sustainability Intelligence.

FIND OUT MORE »

Aviva_Investors_nartive_position_Oct_2023_400px

Discover how investing in real assets with a multi-asset approach can help build resilient portfolios.

FIND OUT MORE »

Executive Video Interviews

Why fund admin tech is a key competitive advantage

Cian Hyland, Strategic Client Relationship Director at Deep Pool Financial Solutions spoke to us about how technology enables efficient data management, reporting automation and secure data access.

Insights from State Street

Cuan Coulter, Global Head of Asset Managers and Head of UK and Ireland at State Street, discusses how fund managers decide between the two cross-border fund domiciles, namely Ireland and Luxembourg, and why asset managers find managing data so difficult.

Unlocking access to private markets

Vincent Clause, who heads the global funds strategy at Euroclear and David Genn, CEO of Goji, sit down with Funds Europe to explain how technological innovation, bolstered by operational experience and global reach, can provide solutions that unlock access to private markets.

Sustainable investing in the DC world

Claire Felgate, a specialist in UK defined contribution pension schemes at asset manager BlackRock, talks with Funds Europe editor Nick Fitzpatrick about how - and the pace at which - DC pension schemes are adapting to the requirements of sustainable investment.

Webinars

Unveiling EU Taxonomy Insights for Sustainable Investment Strategies

Join our webinar for a deep dive into the findings of the fresh-off-the-press EU Taxonomy 2023 Insights Report, based on Clarity AI's best-in-class coverage of EU Taxonomy reported data and CDP industry-leading environmental datasets.

Future of Fund Data

In this webinar, we discuss tools for optimising fund data management and distribution, the role of global fund classifications and ratings, and how technology and automation enhance data integrity and insights.