Quantitative Active Equity
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
Bert Rebelo, CA, is the head of Northern Trust Asset Management for Australia and New Zealand based in Melbourne. He oversees the sales, strategic partners and relationship management as well as product delivery, including engineered, passive and ESG strategies to meet the needs of investors in Australasia.
Prior to that, Bert was responsible for product and strategy in APAC based in Hong Kong. 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.
Previously, 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 bachelor of commerce and bachelor of accountancy degrees from the University of the Witwatersrand (South Africa), and holds a bachelor of law (LLB) from Open University (U.K.). He is IMC qualified and holds the Regulation and Compliance paper from the Securities Institute.