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Northern Trust Broadens UHNW Direct Indexing Access via Envestnet
ZACKS· 2026-01-08 02:31
Key Takeaways NTAM will offer its institutional-quality direct indexing solution on Envestnet.The Envestnet platform enables customized equity portfolios with factor tilts, exclusions, and tax efficiency.The partnership expands NTRS's distribution for personalized, tax-efficient UHNW portfolios.Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation (NTRS) , has announced a partnership with Envestnet to offer its institutional-quality, tax-managed direct ind ...