Sydney, 4 March 2025 – Russell Investments, a leading global investment firm, has been appointed by Atrium Investment Management to develop customised investment solutions to better serve Atrium’s clients, including leading retail advice network Fitzpatricks.
Sydney-based Atrium has engaged Russell Investments to develop new investment strategies, including designing and actively managing a factor-based Australian equities capability and a customised global listed infrastructure portfolio. The partnership gives Atrium access to Russell Investments’ much larger universe of investment opportunities and strategies that would otherwise be out of reach.
Russell Investments’ extensive expertise in portfolio construction and manager research will further support Atrium in managing endowment-style portfolios and tailored managed accounts. Russell Investments will also support a range of key services, including asset allocation (strategic and dynamic), manager selection and monitoring, trading, liquidity management, and stress testing.
Atrium was established in 2009 by Fitzpatricks Advice Partners, a leading retail advice network, to provide clients with risk-targeted multi-asset funds and managed portfolios. Atrium has more than $2 billion in funds under management for advisers, high net worth individuals and not-for-profit organisations.
Atrium wanted to re-shape its business for four reasons:
- To improve client outcomes across its range of portfolios
- To lower costs for clients through scale
- To access a larger research capability across all asset classes and underlying managers
- To increase speed between portfolio decision making and execution.
“Russell’s global capabilities and institutional-grade solutions meant it was well-placed to best serve the needs of Atrium’s clients across its endowment-type portfolios and managed accounts,” said Neil Rogan, Russell Investments’ Managing Director, Head of Distribution in Australia and New Zealand.
“Our strong approach to risk management, portfolio implementation and capital market forecasting also set us apart during the due diligence process.”
Tony Edwards, Chief Investment Officer at Atrium, agrees. “This is an exciting time as we embark on a valuable and enduring partnership with Russell Investments” he said. “Their expertise strengthens our ability to provide high-quality portfolio management and investment opportunities for our investors, and do so at greater speed.”
Media enquiries
Darren Snyder
darren@honner.com.au
0434 827 650
About Russell Investments
Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has US$331 billion in assets under management (as of 31/12/2024) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world.
Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.
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