
Northern Trust Asset Management has launched three suites of fixed income ETFs. The 11 new ETFs are the first funds under the new Northern Trust ETFs brand.
Two suites of innovative distributing ladder ETFs use patent-pending technology designed to help investors manage the decumulation phase of retirement income and achieve cash flow management goals, while minimizing taxes or protecting against inflation. The third suite offers low-fee, tax-exempt bond index ETFs across different maturities, leveraging Northern Trust Asset Management’s more than 30 years of experience managing municipal bond portfolios for investors.
“Northern Trust ETFs are designed from investor insights derived over decades of managing money for many of the wealthiest individuals in the country,” Northern Trust Asset Management President Daniel Gamba said. “Our ETFs provide clients with thoughtfully constructed solutions for their investing needs. The creation of distributing ladder ETFs marks an important step forward for our platform, the industry and investors, delivering Northern Trust Asset Management’s strength in investment innovation to the ETF marketplace.”
“In an increasingly complex market environment, investors need access to innovative new solutions that efficiently and transparently aid them in managing their risk and empower them to achieve their most important financial goals,” Northern Trust Asset Management Global Head of ETFs and Funds Dave Abner said. “Northern Trust Distributing Ladder ETFs are designed to provide tax-exempt or inflation-protected monthly income and annual principal distributions without the complexity of building your own bond ladders.”
Northern Trust Tax-Exempt Distributing Ladder ETF Suite
Northern Trust Tax-Exempt Distributing Ladder ETFs are an innovative retirement income and cash flow management tool, designed to provide investors tax-exempt monthly income and annual return of principal for the life of the fund, in the convenience of a single ETF. Each fund holds a portfolio of high-quality municipal bonds with staggered maturity dates, in an exchange-traded product offering a level of accessibility, liquidity, diversification and transparency not typically found in traditional bond ladders.
- Northern Trust 2030 Tax-Exempt Distributing Ladder ETF (NYSE: MUNA)
- Northern Trust 2035 Tax-Exempt Distributing Ladder ETF (NYSE: MUNB)
- Northern Trust 2045 Tax-Exempt Distributing Ladder ETF (NYSE: MUNC)
- Northern Trust 2055 Tax-Exempt Distributing Ladder ETF (NYSE: MUND)
Northern Trust Inflation-Linked Distributing Ladder ETF Suite
Northern Trust Inflation-Linked Distributing Ladder ETFs are an innovative retirement income and cash flow management tool, designed to provide investors inflation-protected monthly income and annual return of principal with inflation protection for the life of the fund, in the convenience of a single ETF. Each fund holds a portfolio of TIPS with staggered maturity dates, in an exchange-traded product offering a level of accessibility, liquidity, diversification and transparency not typically found in traditional bond ladders.
- Northern Trust 2030 Inflation-Linked Distributing Ladder ETF (NYSE: TIPA)
- Northern Trust 2035 Inflation-Linked Distributing Ladder ETF (NYSE: TIPB)
- Northern Trust 2045 Inflation-Linked Distributing Ladder ETF (NYSE: TIPC)
- Northern Trust 2055 Inflation-Linked Distributing Ladder ETF (NYSE: TIPD)
Northern Trust Tax-Exempt Bond ETF Suite
Northern Trust Tax-Exempt Bond ETFs provide investors tax-exempt income with low fees. Funds track different maturity segments of the municipal bond market, providing a diversified portfolio of investment grade municipal bonds at the investor’s preferred time horizon and risk level.
- Northern Trust Short Term Tax-Exempt Bond ETF (NASDAQ: TAXS)
- Northern Trust Intermediate Tax-Exempt Bond ETF (NASDAQ: TAXI)
- Northern Trust Tax-Exempt Bond ETF (NASDAQ: TAXT)
The 11 funds launched today are the first under the new Northern Trust ETFs brand. Northern Trust Asset Management’s current ETFs, FlexShares® Exchange Traded Funds, will be renamed to Northern Trust ETFs in 2026. For current investors in FlexShares ETFs, the renaming will not affect the funds, their investment process, or portfolio managers.
Source: Northern Trust