CHICAGO -- Northern Trust announced today it has deployed a new version of its multi-faceted web portal, Passport[R], enhanced to address the specialized needs of institutional investors to quickly access and effectively analyze their investment information. The new Passport provides an intuitive experience that eases collaboration and data integration across Northern Trust's global operating platform for asset servicing and asset management.
"Sophisticated global investors know that Northern Trust Passport is a secure, one-stop entry point for asset information, functionality and the market-leading analytical tools they need to oversee large, complex portfolios," said Paul d'Ouville, global head of product management for Corporate & Institutional Services at Northern Trust. "With our new Passport, institutional clients will leverage features that are familiar to Internet users worldwide to organize their desktop for maximum efficiency while maintaining the highest standards of security and data integrity."
Delivered with a refreshed look and feel, aspects of the new Passport design include:
* Task-focused layout utilizing "drag and drop" capabilities to customize the user experience.
* "Type-ahead" search functionality for more precise retrieval of data, such as portfolio statements or asset list.
* Dedicated, interactive workspace to define and schedule reports for electronic delivery to the destination of the client's choice.
* In-depth details about reports to ensure accuracy and visual graphics to enable clients to quickly locate the templates needed.
Northern Trust Passport utilizes Northern Trust's integrated, global technology infrastructure to deliver key investor information such as asset allocation, transaction history, and market valuation to clients across the world. Passport allows all users, whether the chief investment officer of a U.S. endowment, a U.K. hedge fund manager or an Asian central bank risk officer, to organize graphic presentation and detailed asset or portfolio reports to meet their needs.
A key risk management tool on Passport is Exposure, which enables clients to quickly collate information about exposure related to a single entity - either issuer or counterparty. Through their Passport dashboard, clients can immediately retrieve total holdings in any one issuer/counterparty across exposure types, asset types and accounts, including the option to peek-through to holdings in commingled funds. As the new Passport design is rolled out, Northern Trust continues to enhance Exposure and other tools for institutional clients. Exposure recently incorporated direct and indirect positions from securities lending collateral pools, in addition to:
* Direct market exposure through physical securities and
* Counterparty exposure to derivatives transactions.
The tool is available to institutional clients and investment managers on a global basis.
Data retrieval and report generation are critical functions for all clients managing complex portfolios. To deliver these details more efficiently, Passport now displays representative sample images of all reports in the template library along with descriptions and report parameters. Running and scheduling reports is also made easier with the ability to create and save data filters that can auto-populate the report with a single click. And more communication tools on the site allow users to multitask and save time.
Institutional clients can take advantage of the redesigned online learning within Passport that includes step-by-step instruction guides, video tutorials, integrated help topics on each page and enrollment opportunities for instructor-led, interactive training.
"Our upgraded Passport is a product of melding our culture of client-focused development with user-centric design principles, creating a rich, intuitive user experience," said Geordan Capes, global head of Passport product development at Northern Trust. "As investment complexity grows, it is even more important to harness the rapidly changing landscape of technology and build capabilities to enable clients to quickly retrieve the data they need to make smart decisions."
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of investment management, asset and fund administration, banking solutions and fiduciary services for corporations, institutions and affluent individuals worldwide. Northern Trust, a financial holding company based in Chicago, has offices in 18 U.S. states and 16 international locations in North America, Europe, the Middle East and the Asia-Pacific region. As of December 31, 2010, Northern Trust had assets under custody of US$4.1 trillion, and assets under investment management of US$643.6 billion. For more than 120 years, Northern Trust has earned distinction as an industry leader in combining exceptional service and expertise with innovative products and technology. For more information, visit www.northerntrust.com.
Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A, incorporated with limited liability in the U.S.
The Northern Trust Company, London Branch (reg. no. BR001960), Northern Trust Global Investments Limited (reg. no. 03929218) and Northern Trust Global Services Limited (reg. no. 04795756) are authorised and regulated by the Financial Services Authority.
The material within and any linked material accessed via this communication is directed to eligible counterparties and professional clients only and should not be distributed to or relied upon by retail investors. 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.
* Northern Trust (Guernsey) Limited, Northern Trust Fiduciary Services (Guernsey) Limited, and Northern Trust International Fund Administration Services (Guernsey) Limited are licensed by the Guernsey Financial Services Commission.
* Northern Trust International Fund Administrators (Jersey) Limited and Northern Trust Fiduciary Services (Jersey) Limited are regulated by the Jersey Financial Services Commission.
* Northern Trust International Fund Administration Services (Ireland) Limited and Northern Trust Fiduciary Services (Ireland) Limited are regulated by the Central Bank of Ireland.
* Northern Trust Global Services Limited has a Netherlands Branch which is authorised and regulated in the Netherlands by De Nederlandsche Bank.
* Northern Trust Global Investments Limited has a Netherlands branch which is authorised by the Financial Services Authority and subject to regulation in The Netherlands by the Autoriteit Financi[R]le Markten.
* Northern Trust Global Services Limited has a Luxembourg Branch which is authorised and regulated by the Commission de Surveillance du Secteur Financier (CSSF).
* Northern Trust Luxembourg Management Company S.A. is regulated by the Commission de Surveillance du Secteur Financier (CSSF).
* Northern Trust Global Services Ltd (UK) Sweden Filial is Authorised by the Financial Services Authority and subject to regulation by the Finansinspektionen.
* Northern Trust Global Investments Limited has a Sweden branch which is authorised by the Financial Services Authority and subject to regulation in Sweden by the Finansinspektionen.
* Northern Trust Global Services Limited operates in Abu Dhabi as a Representative Office, Licence number 13/238/2008 which is authorised and regulated by the Central Bank of the United Arab Emirates.
* The Northern Trust Company operates in Canada as The Northern Trust Company, Canada Branch which is an authorized foreign bank branch under the Bank Act (Canada). Trustee related services in Canada are provided by the wholly owned subsidiary The Northern Trust Company, Canada, an authorized trust company under the Trust & Loans Companies Act (Canada). Deposits with The Northern Trust Company and its affiliates and subsidiaries are not insured by the Canada Deposit Insurance Corporation.
* The Northern Trust Company operates in Australia as a foreign authorised deposit-taking institution (foreign ADI)and is regulated by the Australian Prudential Regulation Authority.
* The Northern Trust Company of Hong Kong Limited is a securities company regulated by the Securities and Futures Commission.
* The Northern Trust Company has a Singapore Branch which is a foreign wholesale bank regulated by the Monetary Authority of Singapore.
* The Northern Trust Company has a branch in China regulated by the China Banking Regulatory Commission.
* Northern Trust Global Investments Japan, K.K. is regulated by the Japan Financial Services Agency.
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