Sophisticated analytical tools to manage taxable and tax exempt portfolios at both the enterprise-wide level and one portfolio at a time.
A market leader in providing investment professionals open, research based analytics to enhance individual portfolio and firm-wide performance.
Servicing over 200 clients world-wide with offices in Boston, London and Tokyo, Northfield is a preferred global partner for institutional investors and asset managers.
Important Announcements:
Northfield and Charles River Development Expand Portfolio and Risk Analytics in Charles River IMS
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Dan diBartolomeo featured in Charles River's "Exploring the Changing Portfolio Decision Support Landscape" panel discussion video
Watch the Video
Webinar - Really Sustainable Long-Term Investing
October 24, 2017 11:00 AM EDT
Presented by Dan diBartolomeo
Register Now
Northfield's Asia Region Research Seminar Series
Tokyo - October 30, 2017
Singapore - November 6, 2017
Sydney - November 8, 2017
Register Now
Essays & Commentaries:
by President Dan diBartolomeo
Big Data in Investment Finance: A Cautionary Comment
January 17, 2017
All Essays
New Products:
Outsourced Risk Assessment Services
Northfield's risk consulting service specially designed to fulfill the risk management needs of asset owners
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Portfolio Manager Workstation
Portfolio risk management and performance attribution operating as an Excel Add In
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WealthBalancer Service
The most sophisticated system available to financial services firms for their clients’ long-term, personal wealth planning
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See what makes WealthBalancer
a game changer!
Wealth Balancer Video