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.
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:
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:
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.
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, 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 comprises Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, and investment 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 institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.
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