CHICAGO--(BUSINESS WIRE)-- #CLO--Northern Trust has expanded collateralized loan obligation (CLO) middle office services for institutional clients on the Omnium platform. ...

FORM 10-K ____________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION For the transition period from to Commission File No. 001-36609 Washington, D.C. 20549 ____________________________________________________________ ___________________ ...

Shikhar Dhawan breaks silence on the viral postOne such viral claim suggested that Shikhar had said his ex-wife once told him that no one would marry him after she left, and that his remarriage was a fitting response to that comment. Now, he has firmly denied making any such statement. Addressing the issue directly on social media, the former opener clarified that the quotes being shared in his name were fabricated. He expressed disappointment over the way misinformation was being spread and urged people no ...

Shikhar Dhawan and Sophie Shine got married on 21 February and later hosted a grand reception in Delhi. The event was attended by close friends, family members, well-known cricketers and celebrities from the entertainment industry.The highlight of the evening was the couple’s energetic dance performance. During Sangeet, Shikhar Dhawan and Sophie Shine danced to the song “Shararat” from the film Dhurandhar.Videos of their dance quickly went viral on social media. The performance received widespread praise fr ...

Core Insights - Shikhar Dhawan has entered a new phase in his personal life by marrying Sophie Shine on February 21, 2026, following his divorce from Aesha Mukherjee in 2023 after 11 years of marriage [9] Group 1: Personal Life - Dhawan's recent marriage signifies a more settled and positive phase in his life after experiencing mental distress during his divorce proceedings [9] - Dhawan and Shine had been in a relationship for several years, initially meeting in Dubai, with their bond becoming romantic over time [2][9] - The couple made their relationship official on social media in May 2025, and they had been living together for over a year before their engagement announcement on January 12 [3][9] Group 2: Professional Background of Sophie Shine - Sophie Shine was born in Ireland and studied Marketing and Management at the Limerick Institute of Technology [4] - She currently works as Second Vice President at Northern Trust Corporation in Abu Dhabi, focusing on product consulting and is involved in philanthropic initiatives [4][9] Group 3: Financial Status of Shikhar Dhawan - Despite retiring from international cricket in 2024, Dhawan's net worth is estimated between ₹125 crore and ₹155 crore, with significant earnings from the Indian Premier League [6][9] - His total contracts from IPL franchises, including Punjab Kings and Delhi Capitals, amount to around ₹91.8 crore [9] - Dhawan's income streams also include BCCI contracts, endorsements across various sectors, and business partnerships, along with ownership of high-value properties and luxury assets [6][9]

Core Insights - Northern Trust is a significant player in the asset management industry, being part of the exclusive "$1 trillion club" of asset managers [2] - The company manages a total of $1.4 trillion in assets, with a notable presence in both passive and active asset management [3] - Northern Trust has $18 trillion in assets under custody, highlighting its extensive reach in wealth management and asset servicing [2] Company Overview - Northern Trust is recognized for its strong brand in wealth management, which may overshadow its asset management capabilities [2] - The company is one of the largest asset managers in the industry, indicating its competitive position [2] Financial Metrics - Total assets managed by Northern Trust amount to $1.4 trillion, with a significant portion being passive assets [3] - The company is noted for being one of the largest passive asset providers in the market [3]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Northern Trust Conference Call Summary Company Overview - **Company**: Northern Trust (NasdaqGS:NTRS) - **Industry**: Asset Management and Wealth Management - **Key Executives**: David Fox (CFO), Michael Hunstad (President of Northern Trust Asset Management) Key Points Asset Management Business - Northern Trust is a significant player in the asset management industry, with **$1.4 trillion** in total assets under management, and **$18 trillion** in assets under custody, placing it in the "trillion-dollar club" of asset managers [2][3] - The company has a diverse asset management portfolio, with **40%** of assets in active management, including a robust alternatives business under the brand **50 South Capital** [3][4] - Northern Trust is recognized as one of the top three tax-advantaged equity firms globally, with a **35-year track record** [4] - The firm has a strong technology stack, leveraging AI and alternative data in its investment strategies, including a **$50 billion** quantitative strategies business [4][17] Growth Strategies - Northern Trust plans to focus on growth areas such as **ETFs**, alternatives, and custom SMAs, with expectations of **double-digit growth** in these segments [9][10] - The company launched **11 new ETFs** in 2025, including innovative products aimed at providing cash flow streams without locking assets [10] - The firm has seen significant fundraising growth in alternatives, increasing by **2.5 times year-over-year** [10] Innovation and Technology - Northern Trust emphasizes the importance of innovation and speed in product launches, having restructured its ETF platform to enhance responsiveness [13][14] - The company has invested in AI capabilities, rolling out tools like **Copilot** for employees to enhance productivity and efficiency [40][41] - AI is being utilized for various applications, including document digitization and client prospecting, with a backlog of **150 use cases** identified [40][41] Financial Performance and Outlook - Northern Trust has set medium-term targets for profitability, aiming for a **33% pre-tax margin** and focusing on a business mix that favors wealth and asset management [28][29] - The company is positioned to benefit from a higher interest rate environment, with strategies in place to manage deposit pricing and asset repricing effectively [30][32] - The firm is cautious about potential risks to net interest income (NII), primarily focusing on business growth and deposit stability [35] Strategic Priorities - The creation of a COO function has centralized best practices and improved operational efficiency, contributing to growth and productivity [20][21] - Northern Trust is focusing on expanding its family office solutions, targeting high-net-worth individuals and replicating successful models in key markets [51][52] - The company is exploring inorganic growth opportunities, particularly in asset management and wealth, while maintaining a disciplined approach to acquisitions [64][65] Tokenization and Market Trends - Northern Trust has launched its first tokenized share class for a treasury-only fund, responding to client demand for more tradable and collateralizable assets [48][49] - The firm is building infrastructure to accommodate tokenized assets, ensuring it remains competitive in the evolving market landscape [50] International Growth - Northern Trust is expanding its presence in Europe and the Middle East, leveraging its asset servicing capabilities for family office clients [59] - The company has established an office in Singapore to capture opportunities in the Asian market, although family office growth there is still developing [60] Conclusion Northern Trust is strategically positioned for growth in the asset management and wealth management sectors, leveraging its strong technology, innovative product offerings, and a focus on high-growth areas. The company is committed to enhancing its operational efficiency and expanding its market presence both domestically and internationally.

Core Insights - Canadian pension plans demonstrated resilience with a median return of 0.2% for Q4 2025 and a total return of 4.4% for the year, as reported by the Northern Trust Canada Universe [1][2] Economic Environment - The fourth quarter of 2025 experienced market volatility due to geopolitical tensions, trade policy issues, and a U.S. government shutdown lasting 43 days, yet major economies showed reasonable stability [1][6] - The U.S. Federal Reserve cut its overnight interest rate twice during the quarter, while the Bank of Canada cut its benchmark rate in October and maintained it in December, indicating improvements in the labor market [1][7] Market Performance - Canadian equities, as measured by the S&P/TSX Composite Index, rose 6.2% for the quarter and 31.7% for the year, with the Materials sector leading at a remarkable 100.6% return [5] - U.S. equities, represented by the S&P 500 Index, gained 1.1% in CAD for the quarter and 12.4% for the year, with the Health Care and Communication Services sectors showing strong performance [5] - International developed markets, measured by the MSCI EAFE Index, returned 3.4% in CAD for the quarter and 25.7% for the year, with Financials and Utilities being the strongest performers [5] Fixed Income Market - The Canadian fixed income market, as per the FTSE Canada Universe Bond Index, reported a modest decline for the quarter, with short-term bonds showing slight gains while mid and long-term bonds declined [9] Global Economic Indicators - Emerging markets performed well despite global uncertainties, with the People's Bank of China maintaining its loan prime rates amid weak economic data [8]

Core Insights - Direct indexing is identified as a platform that enhances business growth and client relationships for financial advisors, moving beyond its traditional role in tax-loss harvesting [1] - Advisors who fully integrate direct indexing report improved client retention and increased wallet share, with 88% noting stronger client retention and 87% experiencing increased wallet share [1] Group 1: Client Engagement and Integration - Financial advisors who have achieved "Superuser" status in direct indexing have followed a structured journey involving education, assessment, and testing [1] - Common traits of clients who benefit most from direct indexing include investable assets typically ranging from $250K to $500K+, taxable accounts, and a desire for personalized services [1] - Superusers rated the difficulty of integrating direct indexing at 2.4 out of 5, with 45% indicating it requires only 0-5 hours per month [1] Group 2: Value Proposition of Direct Indexing - Personalization is becoming the new standard, with advisors and clients valuing direct indexing for portfolio customization, risk management, transparency, and goal planning [1] - Direct indexing facilitates deeper client engagement and provides a competitive advantage, with 93% of Superusers stating it enables more meaningful planning conversations [1] - The research indicates that direct indexing is evolving into a transformational platform for both advisors and clients, enhancing the overall client experience [1] Group 3: Business Growth and Future Expectations - The integration of direct indexing is linked to significant business growth, as evidenced by the high retention and wallet share reported by Superusers [1] - Advisors who adopt direct indexing are positioning themselves for long-term success, as it is becoming a default expectation among wealthier clients [1] - Northern Trust Asset Management conducted comprehensive surveys in 2024 and 2025 to analyze direct indexing adoption among financial advisors, focusing on higher-AUM firms and experienced advisors [1]