Meeting your changing fiduciary management needs
The Northern Trust Implementation and Oversight Solutions were conceived as a client-centred response to the changing fiduciary management requirements of investors in Europe. The solutions draw on our extensive experience of delivering complete customised multi-manager investment programmes to clients in North America.
We offer the opportunity to outsource key elements of your investment programme that will benefit from our core expertise and experience:
A solution that includes manager selection and asset class construction, whereby our manager research team analyses the universe of managers available to you, advises on the most appropriate managers, and builds an asset class solution for your investment programme. We believe it is important for us to avoid the potential of introducing conflicts of interest by not recommending proprietary Northern Trust capabilities.
A risk oversight capability that helps to ensure that your investment programme and investment managers remain in line with your expectations. This is achieved through qualitative and quantitative evaluation of your programme at multiple levels and includes detailed risk management analysis and reporting packages.
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.
John M. McCareins, CAIA, CIMA
John leads Northern Trust’s Asset Management business across the Asia Pacific (APAC) region. He is responsible for strategic growth initiatives an oversees investment strategy, relationship management and sales teams based in Hong Kong, Japan, Singapore and Australia, as well as global equity portfolio management and dealing from Hong Kong. John serves on Northern Trust's APAC Business Resource Council, Global Business Leadership Council, Global ESG Council, and the APAC Strategic Philanthropic Committee.
John previously was the head of the Outsourced Chief Investment Officer (OCIO) practice focused on Retirement Assets within Northern Trust’s Multi-Manager Solutions group. He led a team that oversaw multi-asset programmes with more than US$60 billion in assets for asset owners globally. John’s previous experience also includes client relationship management with Northern Trust and mutual fund and sub-advisory product development at T. Rowe Price.
John earned his Masters of Business Administration from the Tuck School of Business at Dartmouth College and a Bachelor of Arts in Psychology from Northwestern University. John is a holder of the right to use the Chartered Alternative Investment Analyst designation and has attained the Certified Investment Management Analyst designation. He is also an Accredited Asset Management Specialist designee and a Certified Treasury Professional designee.
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Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, and personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to expert, institutional, professional and wholesale investors only and should not be relied upon by retail clients or investors. Issued in the United Kingdom by Northern Trust Global Investments Limited.