INTERACTIVE NORTHFIELD SERVICES
INSTITUTIONAL PORTFOLIO ANALYTICS
ENTERPRISE RISK SERVICES
PRIVATE WEALTH SERVICES
Portfolio Risk Modeling
Portfolio Risk ModelingWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
DATA COVERAGE (SECURITY LEVEL):
Institutional Asset Managers
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Northfield Direct
Factset
Thomson Reuters
Capital IQ/ClariFi
Factset
Thomson Reuters
Capital IQ/ClariFi
Equity Risk Models
Everything Everywhere Multi-Asset Class
Risk Model
Everything Everywhere Multi-Asset Class
Risk Model
Portfolio OptimizationWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
Institutional Asset Managers
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Northfield Direct
Factset
Thomson Reuters
Capital IQ/ClariFi
Factset
Thomson Reuters
Capital IQ/ClariFi
Algorithmic Trade SchedulingWHO:
HOW TO ACCESS:
Buy Side Traders
Portfolio Managers
Portfolio Managers
ATM
Trading Cost ModelsWHO:
HOW TO ACCESS:
Institutional Asset Managers
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Northfield Direct
Factset
Thomson Reuters
Capital IQ/ClariFi
Factset
Thomson Reuters
Capital IQ/ClariFi
Performance AttributionWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
DATA COVERAGE (SECURITY LEVEL):
Institutional Asset Managers
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Northfield Direct
Factset
Thomson Reuters
Capital IQ/ClariFi
DST
Factset
Thomson Reuters
Capital IQ/ClariFi
DST
Equity Risk Models
Everything Everywhere Multi-Asset Class
Risk Model
Everything Everywhere Multi-Asset Class
Risk Model
Style AnalysisWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
Institutional Asset Managers
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Northfield Direct
Manager Selection & EvaluationWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
DATA COVERAGE (SECURITY LEVEL):
Institutional Asset Managers
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Fund of Funds
Hedge Funds
Consultants
Portfolio Managers / Analysts
Performance Reporting
Risk & Compliance
Northfield Direct
Enterprise Wide Risk ServicesWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
DATA COVERAGE (SECURITY LEVEL):
Senior Management
Risk & Compliance Officers
Institutional Asset Managers
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Portfolio Managers / Analysts
Risk & Compliance Officers
Institutional Asset Managers
Public & Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Portfolio Managers / Analysts
Northfield Direct
Factset
Factset
Everything Everywhere
Equity Risk Models
Optional Data Sets for U.S. Munis, Collateralized Instruments, Derivatives, Real Estate, Private Equity, Mutual and Hedge Funds
Equity Risk Models
Optional Data Sets for U.S. Munis, Collateralized Instruments, Derivatives, Real Estate, Private Equity, Mutual and Hedge Funds
Everything Everywhere — Multi-Asset Class Risk ModelWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
DATA COVERAGE (SECURITY LEVEL):
Institutional Asset Managers
Senior Management
High Net Worth
WRAP Managers
Senior Management
High Net Worth
WRAP Managers
Northfield Direct
Factset
Factset
Everything Everywhere Equity Risk Models, Optional Data Sets for US Munis, Collaterized Instruments, Derivatives, Real Estate, Mutual and Hedge Funds
Asset AllocationWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
DATA COVERAGE (SECURITY LEVEL):
Registered Investment Advisors
Financial Advisors
Trust Advisors
Family Office
High Net Worth Managers
Institutional Asset Managers
Public and Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Consultants
Financial Advisors
Trust Advisors
Family Office
High Net Worth Managers
Institutional Asset Managers
Public and Corporate Pension Sponsors
Sovereign Wealth Funds
Endowments and Foundations
Consultants
Northfield Direct
Tax OptimizationWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
DATA COVERAGE (SECURITY LEVEL):
High Net Worth Managers
Registered Investment Advisors
Financial Advisors
Trust Advisors
Family Office
Registered Investment Advisors
Financial Advisors
Trust Advisors
Family Office
Northfield Direct
InvestEdge
InvestEdge
Equity Risk Models
Everything Everywhere
Everything Everywhere
Trust, Wrap & Separate AccountsWHO:
HOW TO ACCESS:
ANALYTICAL SERVICES:
DATA COVERAGE (SECURITY LEVEL):
High Net Worth Managers
Registered Investment Advisors
Financial Advisors
Trust Advisors
Family Office
Registered Investment Advisors
Financial Advisors
Trust Advisors
Family Office
Northfield Direct
InvestEdge
InvestEdge
Equity Risk Models
Everything Everywhere
Everything Everywhere