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Wealth Management
Asset Management
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About Northern Trust
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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Engineered Equity

 
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Engineering Equity to Work in Your Favour

What if you could find a way to identify which risks are most likely to move you closer to your goals – and which are most likely to be rewarded? What if you could engineer your equity portfolio to employ the most efficient strategies to help you reach your objectives?

With engineered equity, we provide a more rewarding approach to better compensate you for the risks you're taking.

Think Differently, Optimise Exposure
We see the space between active and index blurring, and this shift presents new opportunities for investors to find a better route to achieving their objectives. Whether you use alternative or customised indices, factor-based strategies or incorporate our proprietary quality score, we can help you gain the most effective exposure possible.

Our engineered equity approach optimises equity risk to:

  • Identify portfolio risks worth taking based on your goals
  • Analyse your existing portfolio to determine the true current risk
  • Create a best-in-class solution tailored for your needs

Collaborative Solutions in Action
Our global equity team works with clients to engineer equity factors to their best advantage. Solution agnostic, they create a range of answers – alternative index, factor-based and proprietary quality solutions – to address our clients’ unique and complex challenges. Some examples of our solutions include:

  • Focused investment, controlling for uncompensated risks: 
    • Intersection of high quality and dividend yield
    • Intersection of small size and value, eliminating companies with signs of distress
  • Funded index strategies benchmarked to Russell indices: 
    • Fundamental Emerging Markets Small Company
    • Fundamental Developed International Small Company

A Range of Vehicles to Meet Your Needs
Choosing the right vehicle is important to your investments’ overall success. We offer a full range of structures and we work with you to determine which one best suits your needs - considering tax status, domicile, liquidity, compliance and flexibility.

Want to Learn More?
Discover how Northern Trust can help you analyse the risks your portfolio faces – and identify those worth taking. Explore our engineered equity solutions today, and start putting that risk to work in your favour.

Bert Rebelo

Bert Rebelo

Senior Vice President
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Bert Rebelo

Bert Rebelo

Senior Vice President
 

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.

Insights & Research

 
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Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.

Northern Trust Asset Management comprises Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc. and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.

The Northern Trust Company holds Australian Financial Services Licence (“AFSL”) No. 314 970 ABN 62 126 279 918. Northern Trust Global Investments Limited (“NTGIL”) is exempt from the requirement to hold an AFSL under the Corporations Act. NTGIL is authorised and regulated by the FCA under UK laws, which differ from Australian laws.  For investors in Australia, material on this website is directed to and should only be accessed by professional investors within the meaning of the Corporations Act 2001 (Cth) and is not intended for retail clients. For investors in New Zealand, this material is directed to and should only be accessed by registered financial service providers and is not intended for retail clients.

Issued by Northern Trust Global Investments Limited.