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 work 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.
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.
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, not outperforms, the customised index. In other words, the “active bets” or exposures are embedded in the custom benchmark, which is then passively managed.
We invite you to harness the expertise, flexibility and innovation of one of the most 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.
This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. It is issued by Northern Trust Global Investments Limited, authorised and regulated by the Financial Services Authority in the United Kingdom. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT, registered in England 03929218.