Northern Trust Sales Trigger: Long/Short Equity

🚀 Battle Card: Northern Trust Asset Management

• Slava Malkin, Senior Portfolio Manager · 🔗 [LinkedIn](https://www.linkedin.com/company/northern-trust/)

• This Northern Trust Asset Management sales trigger underscores the push to capture growing demand for tax-managed long/short equity strategies. → Source

• Diversifying concentrated positions while optimizing tax outcomes

• Accelerating innovation in quantitative portfolio offerings

• Primary: Tax-optimized long/short equity platform → Accelerate strategy launch and tax efficiency

• Expansion: Advanced analytics integration → Enhance strategy development and risk monitoring

• HQ: Chicago, IL

• Employees: ≈ 2,000

• Rev: ≈ $2 B

• Website: [northerntrust.com](https://www.northerntrust.com/what-we-do/investment-management)

🤼 Competitive Intel

• BlackRock Aladdin — Portfolio management & risk analytics
• Unique edge: Integrated risk, trading and portfolio tools
• Evaluated by Global Co-CIO & Head of Quant for enterprise scalability

• Bloomberg AIM — Order & execution management
• Unique edge: Seamless market connectivity with OMS/EMS
• Evaluated by Head of Trading for execution efficiency

• SimCorp Dimension — Investment management system
• Unique edge: Modular, scalable platform for large AUM
• Evaluated by CTO for tech integration and uptime

• SS&C Advent Geneva — Performance & accounting
• Unique edge: Detailed tax lot accounting & reporting
• Evaluated by Head of Accounting for tax harvesting accuracy

• FactSet Portfolio Analysis — Analytics & data delivery
• Unique edge: Robust data feeds and customizable dashboards
• Evaluated by Head of Quantitative Research for modeling support

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Tax-optimized long/short equity platform❑
PROOF_METRIC  = ❑30% faster go-to-market❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Slava
COMPANY     = Northern Trust Asset Management
DEPT        = Portfolio Management
SIZE        = 10
BOTTLENECK  = scaling tax-aware long/short strategies
EVENT       = Adds Long/Short Equity Expertise
DETAIL      = Northern Trust Asset Management Adds Long/Short Equity Expertise
PAIN        = Diversifying concentrated positions while optimizing tax outcomes
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007850732&div=41152219
SIM_CO      = BlackRock
WIN_METRIC  = 30% faster go-to-market
NEXT_SIZE   = 50
EMP_EST     = ≈ 2000
REV_EST     = ≈ $2 B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 10-person Portfolio Management

Slava—noticed your Portfolio Management team is ≈ 10.

That’s when scaling tax-aware long/short strategies slows growth.

We helped BlackRock fix this with Tax-optimized long/short equity platform.

Result: 30% faster go-to-market.  
Quick call?

PS—next bottleneck hits ≈ 50.

DM ≤45 words, TONE:
Saw your post about Northern Trust Asset Management Adds Long/Short Equity Expertise — Diversifying concentrated positions while optimizing tax outcomes.  
Tax-optimized long/short equity platform. 30% faster go-to-market.  
Quick chat?