In today's challenging financial markets, you look for insight, opinion and reliable solutions from your investment manager. Northern Trust asset management recognises that every client is unique, so we use a special skill that's the hallmark of our investment approach - listening. We collaborate with our clients to understand their wants, needs, and long term investment goals as well as their limitations, be they by design or by governance.
Overcoming Barriers to Success
Institutional investors often omit or hastily consider an important step in the investment decision process, namely selecting and refining the respective indices to be used. In doing so, investors may be missing an opportunity to truly understand the indices they are using and the potential exposure they are receiving through fully or partially replicated portfolios.
Actively Designed, Passively Managed
At Northern Trust we offer investors the opportunity to actively design their benchmark. This allows investors to work with us to tailor their index to meet their exact requirements based on their objectives, risk tolerance, liabilities, sector or home bias and liquidity needs. Then we create a passively managed portfolio that tracks the customised index. In other words, the “active bets” or exposures are embedded in the custom benchmark, which is then passively managed.
Delivering Answers Beyond the Expected
We invite you to harness the expertise, flexibility and innovation of one of the most trusted, stable and experienced global asset managers, built from the fiduciary heritage of Northern Trust around our principles of service, expertise and integrity.
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.
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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.