Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

6397

Northern Trust launches risk assessment data through Microsoft Excel

RELATED TOPICS​

Northern Trust has launched Data Direct, an application programming interface plug-in designed to provide institutional clients with a streamlined approach to accessing their risk and performance data through Microsoft Excel.



By leveraging this widely used Microsoft programme and an interface with Northern Trust global custody databases, Data Direct reduces the need for manual exportation of data to spreadsheets.

Instead, clients have live access to their data and use an intuitive query definition process and drag-and-drop object parameter functionality to streamline the flow of risk and performance data from Northern Trust reporting applications to Microsoft Excel spreadsheets.

Once populated according to client specifications, the Excel spreadsheets interact with Northern Trust servers to update on demand and can be viewed, modified, and integrated with other data sources as needed.

"Our clients want access to information that conforms to their terms and conditions. Whether it’s through our comprehensive web portal, Institutional Investor Passport, via customised data feeds or on mobile devices, Northern Trust clients can access their data through a multi-faceted suite of tools," says Jim Trotter, global head of investment risk and analytical services at Northern Trust. "Northern Trust is committed to delivering innovative tools through an array of platforms, and Data Direct is another example of our ability to develop technology solutions that meet our clients’ changing needs."

Data Direct provides access to a catalogue of client information including performance returns, characteristics, ex-post risk statistics, attribution analysis, investment risk services information including predictive (ex-ante) risk exposures and stress and scenario based simulation data.

Latest News

Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according..
Octopus Investments (Octopus) has announced it has launched a Natural Capital Strategy...
Research firm focused on Alternative UCITS funds, Kepler Absolute Hedge, has published its Market Intelligence..

Related Articles

Trends
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100 million deals announced this month alone...
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100..
Different flavours
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led, multi-boutique global asset manager with over USD20 billion under management, recently undertook a survey with 204 UK investment professionals, seeking insights into their perceptions and attitudes towards boutique asset managers...
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led,..
UK map
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be worth billions of pounds in the coming years...
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be..
The trend of private equity firms acquiring businesses in the professional services sector continues with CVC Capital Partners eyeing a possible buyout of EY’s Italian consulting branch...
The trend of private equity firms acquiring businesses in the professional services sector continues with CVC Capital Partners eyeing a..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by