Northern Trust today launched Global Investor Passport, a Web portal designed to provide institutional investors with access, analysis and monitoring of multiple sources of data impacting portfolios – on a daily basis.
“By utilizing an information-centric approach and a portal that each user can customize to his or her needs, Global Investor PassportSM filters information from multiple sources and “shortens the distance” between the questions and the answers,” explains Northern Trust. “[The Passport] bundles frequently required information into a simple Q&A format for ready access by investment program managers. This dramatically enhanced capability then allows plan sponsors and other institutional investors to “drill down” and view daily performance, exposure, transaction, and asset information on all of their accounts. From here they can determine the impact of and action required by key investment decisions with respect to specific asset classes, as well as specific assets held across a range of accounts through multiple managers. Global Investor Passport allows direct, easy access to underlying account information, including fundamental risk characteristics such as industry/sector, country, and currency. Armed daily with comprehensive plan/investment portfolio asset information, plan sponsors and institutions can better evaluate their exposure and be well positioned to make more informed decisions. As a critical risk management tool, Global Investor Passport provides the ability to rapidly quantify total combined exposure to a particular security, industry or geographic region for purposes of ongoing monitoring and management as well as in the context of current economic, world and market events.”
Commenting on Global Investor Passport, Richard Piket, Senior Investment Officer, Fixed-Income Portfolio for the San Francisco Employee Retirement System, noted, “Given its comprehensive nature, ease of use, and layout, Global Investor Passport has allowed us to customize the content to our particular needs. Performing a complete range of analyses within one application, Global Investor Passport offers daily ‘one-stop shopping’ convenience, resulting in less time hunting for information and more time focusing on investment management.”