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Quantitative Active Equity

 
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Achieving Excess Returns by Avoiding Unintended Risks

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 build an equity portfolio to employ the most efficient strategies to help you reach your objectives?

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

Think Differently, Optimize 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 customized indices, factor-based strategies or incorporate our proprietary quality score, we can help you gain the most effective exposure possible.

Our quantitative equity approach optimizes equity risk to:

  • Identify portfolio risks worth taking based on your goals
  • Analyze your existing portfolio to determine the true current risk
  • Create a custom solution tailored for your needs

Collaborative Solutions in Action

Our global equity team works with clients to target factors to meet portfolio objectives. 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:

  • Quality Low Volatility
  • Quality ESG
  • Quality Large Cap Core
  • Quality Value
  • Quality Dividend Focus
  • Quality Small Cap Value
  • Quality Small Cap Core

A Range of Vehicles to Meet Your Needs

Choosing the right vehicle is important to your investments' overall success. We offer a range of multi-factor strategies across regions and market capitalizations.

Want to Learn More?

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

Bert Rebelo

Bert Rebelo

Head of Asset Management, Australia and New Zealand
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Bert Rebelo

Bert Rebelo

Head of Asset Management, Australia and New Zealand
 

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., 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.

Issued by Northern Trust Global Investments Limited.

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