Fundamentals Overview
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Northern Trust Fundamentals® is an investigative tool that allows you to generate tables and charts to reveal the story behind the performance. Gain further insight by quickly changing the comparison parameters.

Using Fundamentals you can:

  • select from over 8000 market indices and performance universes to assess the market environment and determine your relative position
  • view daily and periodic returns
  • pre-set your reference dates and benchmark preferences to expedite your analyses
  • create customized index blends to utilize in a variety of analytical reports
  • vary your selection of benchmark, sector schema (see Note), universe, or analysis date using the fast-filtering capabilities
Note: The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of Morgan Stanley Capital International Inc. (MSCI) and Standard and Poor's (S&P). GICS is a service mark of MSCI and S&P and has been licensed for use by Northern Trust

If you have questions or need additional help, contact the Help Desk.

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