Through our 'Intelligent Indexing'® process we aim to replicate the risk and return characteristics of a benchmark index while seeking to minimize costs and preserve wealth throughout the investment management process. Our broad array of solutions are designed to offer institutional and high-net worth investors efficient market exposure to leading index benchmarks that include MSCI, FTSE, Standard & Poor's, and Barclays Capital. Our client centric products include a comprehensive set of equity and fixed income strategies that are available through pooled vehicles and segregated accounts.
Equity Index Strategies
Northern Trust manages assets across global, developed, emerging, and frontier markets to benchmark indexes of major global index providers. Our capabilities also include custom account solutions to meet unique or evolving investment objectives of our clients.
Fixed Income Index Strategies
Northern Trust manages assets to both broad benchmarks and individual sector indices covering global government, U.S. government, mortgage-backed, credit, asset-backed, and inflation-linked securities across the maturity spectrum. Our core capabilities include custom index solutions to meet the unique investment objectives of our clients.
Choosing the right investment vehicle is key as it can have an effect on the overall success of your investment. You will need to consider tax status, domicile, liquidity, UCITS compliance and the level of flexibility you require. We have a range of structures which our team of experts will be happy to discuss with you.
UCITS Pooled Funds
We offer a range of pooled, UCITS compliant index funds, domiciled in Dublin. These funds offer investors the benefit of our broad index capabilities with the liquidity of a pooled fund offering daily dealing.
Common Contractual Funds
As an industry leading index manager with an unique 'Intelligent Indexing'® approach, we have a range of Common Contractual Funds to enable investment strategies to work harder for institutional investors. The structure of these funds is designed for tax transparency, allowing access to the benefits of the double taxation treaty, which in turn can reduce the tax drag on the portfolio.
If our pooled fund solutions do not meet your specific requirements, we are happy to work with you to discuss the possibility of building a Segregated Account to match your risk and liquidity profile.
Bert Rebelo CA, is responsible for managing product development across the asset management division of Northern Trust, including quantitative, enhanced and manager-of-managers, specifically to meet the needs of investors in Asia and supporting business development initiatives in the region.
He was previously in charge of Product Management for the Northern Trust Manager of Manager business in Europe, and prior to that a Vice President in Northern Trust's Compliance department.
Prior to joining Northern, he was a Compliance Manager at Royal & Sun Alliance Investment Management. He completed articles in Johannesburg, South Africa and qualified as a Chartered Accountant in 1996.
Bert holds a Bachelor of Commerce and a Bachelor of Accountancy degree from the University of the Witwatersrand (South Africa), and holds a Bachelor of Law (LLB) from Open University (UK). He is IMC qualified and holds the Regulation and Compliance paper from the Securities Institute.
This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. It is issued by Northern Trust Global Investments Limited, authorised and regulated by the Financial Services Authority in the United Kingdom. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT, registered in England 03929218.