Northern Trust
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Northern Trust (NTRS) investor relations material

Northern Trust Bank of America Financial Services Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Bank of America Financial Services Conference 2026 summary10 Feb, 2026

Business overview and strategic positioning

  • Asset management business manages $1.4 trillion, with a strong presence in both passive and active strategies, including alternatives and quantitative strategies.

  • Global footprint with 16 physical locations and clients in multiple countries, serving insurance, pension, and sovereign wealth funds.

  • Product development leverages wealth management expertise, enabling incubation and distribution across intermediary and institutional channels.

  • Diverse product vehicles include mutual funds, CITs, ETFs, and custom SMAs, with top-three industry positions in several categories.

  • Recent innovation includes tokenized share classes and expansion into new channels and asset classes.

Growth initiatives and product innovation

  • Double-digit growth targeted in ETFs, alternatives, and custom SMAs, with significant new product launches in 2025 and more planned for 2026.

  • 11 new ETFs launched in late 2025, including laddered fixed income products to meet specific client needs.

  • Alternatives fundraising increased over 2.5x year-over-year, with strong performance and expanded intermediary presence.

  • Custom SMA business gathered over $5 billion in assets last year, extending into new channels and long-short tax-advantaged strategies.

  • First tokenized share class launched for a treasury-only fund, supporting collateral and liquidity needs.

Operational improvements and productivity

  • Centralized COO function and One Northern Trust initiative drive productivity and growth by integrating best practices and breaking down silos.

  • Planning process focuses on productivity KPIs rather than expense growth, enabling dynamic capital allocation.

  • Major investments in technology infrastructure, with at least 50% of tech spend aimed at business growth and enablement.

  • Productivity gains achieved through workforce optimization, vendor consolidation, and process automation, including AI adoption.

  • AI deployed for document digitization, RFP response, coding, and internal process automation, with over 150 use cases identified.

How will accelerated innovation drive AM growth?
Assess "productivity first" planning impact?
Wealth family office segment expansion challenges?
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Next Northern Trust earnings date

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Q1 202621 Apr, 2026
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Frequently asked questions

Northern Trust Corporation is a financial holding company that provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals. Northern Trust Corporation offers private clients a range of solutions to meet their wealth-management and financial planning needs. The Northern Trust approach to wealth management is based on helping clients develop, implement, and manage a personalized plan while using our financial expertise to provide insight and solutions.

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