Northern Trust Partners with Envestnet to Offer Direct Indexing Solution

Reuters01-06

<a href="https://laohu8.com/S/NTRSO">Northern Trust</a> Partners with Envestnet to Offer Direct Indexing Solution

Northern Trust Asset Management has announced a partnership with Envestnet to make its institutional-quality, tax-managed direct indexing solution available on the Envestnet platform. This collaboration will enable financial advisors using Envestnet to access Northern Trust’s expertise in customizing tax-aware portfolios for ultra-high-net-worth clients. The direct indexing solution offers a range of equity investment strategies, allowing advisors to personalize portfolios with tax-smart approaches, factor tilts, and client-specific exclusions. This partnership aims to help advisors deliver improved after-tax returns and meet the evolving needs of their clients.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Northern Trust Corporation published the original content used to generate this news brief via Business Wire (Ref. ID: 20260106986006) on January 06, 2026, and is solely responsible for the information contained therein.

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