Index Management
Strategic, Global Expertise
As a pioneer in the field of index management, we have the scale of resources to help meet your needs. Combining strategic market insight and sophisticated research with highly effective execution, our thoughtful approach can help you meet your complex investment challenges. We offer:
- Solutions tailored to meet the needs of institutional and high net worth investors
- Broad and deep access to global developed, emerging and frontier markets
- Efficient market exposure to leading benchmarks, including MSCI, FTSE and Standard & Poor’s
Providing Intelligent Indexing® Solutions
To maximise your index investment returns and preserve wealth over the long-term, we believe providing low-cost market exposure is vital. Using our disciplined and transparent Intelligent Indexing process, backed by industry-leading technology, our goal is to replicate benchmark characteristics – considering risk, liquidity and transaction costs at every stage.
We build successful cost-efficient strategies on four pillars:
- Understanding the total cost spectrum
- Managing index change strategically
- Using a range of trading options
- Applying multi-dimensional risk control
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?
Find out how Northern Trust's Intelligent Indexing process and nearly 50 years' experience in index management can help you fulfil your index objectives.
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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.