Northern Trust continues partnership with Morningstar
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Northern Trust continues partnership with Morningstar 21 August 2025US Reporter: Zarah Choudhary
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Northern Trust has announced the continuation of its asset servicing relationship with Morningstar Investment Management, supporting nine multi-managed registered mutual funds with approximately US$5 billion in assets under management.
Since 2018, Northern Trust has worked with Morningstar to deliver global custody, fund accounting, fund administration, transfer agency, regulatory administration, credit and securities lending to the funds.
The renewed mandate spans a range of investment strategies and, according to the firm, reinforces Northern Trust’s deep expertise and commitment to the registered fund market.
Morningstar Investment Management, an affiliate of global investing insights firm Morningstar, works with advisors to provide investment strategies such as model portfolios and separately managed accounts with US$352 billion in assets under management.
Ryan Burns, head of Global Fund Services, Americas, Northern Trust, says: “We are thrilled to continue our relationship with Morningstar Investment Management, reflecting the strong collaboration.
“Northern Trust and Morningstar Investment Management both share a high standard of service and a consultative approach in supporting the evolving needs of their clients and the market.”
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