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November 13, 2009

Northern Trust Offers Client Communications For Investment Operations Outsourcing Clients

To help investment managers differentiate themselves while serving their clients through enhanced client communication across multiple channels

By CBR Staff Writer

Northern Trust will provide investment operation outsourcing clients with an array of new client communications capabilities through an agreement with Equipos, a supplier of client reporting and marketing communications software, including document management and business process management for investment managers.

Under the agreement, Northern Trust will deploy the Equipos Coric STR software as part of its investment operations outsourcing service. Coric provides a solution for complete investment management client communications including tailored and sophisticated client reporting, fund fact sheets, pitch books and other marketing collateral and support of all output formats including web reporting, video links and advanced graphics.

The Equipos solution was created specifically for investment managers and supports complex requirements including custom branding and white-labeling, investment commentary, sophisticated graphic rendering capabilities and workflow across a broad range of client communications. In line with Northern Trust’s strategic approach to delivering solutions, these capabilities will be fully integrated within its asset servicing platform.

Dan Houlihan, head of product and strategy for investment operations outsourcing at Northern Trust, said: Client communication has never been more important to investment managers, who must navigate volatile financial markets while providing comprehensive data, analysis and advice to ease the uncertainty that investors are feeling.

Our agreement with Equipos keeps Northern Trust clients on the forefront of client communications by enabling timely, sophisticated communications through print, Web and video channels.

Alan Hamilton, CEO of Equipos, said: This agreement deploys our high-volume capabilities on Northern Trust’s single, global technology platform, providing unmatched scale in communications support for Investment Operations Outsourcing clients. With Coric, Northern Trust can help investment managers differentiate themselves while serving their clients better through enhanced client communication across multiple channels.

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