Transition management
Maximise the performance of assets in transition by reducing unnecessary cost and risk.
The challenge
Organisations invest tremendous efforts in setting asset allocation policy, designing asset class structure, and researching and selecting investment managers. However, even the most innovative investment ideas can fail to meet expectations if they are implemented poorly.
A well-planned transition strategy and the right resources can help you to:
- Minimise unnecessary costs
- Mitigate unrewarded risk
- Reduce administrative workload
- Eliminate performance holidays and maintain accountability
Why choose Russell Investments as your transition manager?
Quality of execution - access to both buy and sell-side liquidity
We source and access liquidity in an unbiased fashion through our multi-venue trading platform
We offer superior execution delivered with external transaction cost analysis across all asset classes
Transition management experience1
In 2020 we managed 197 events and transitioned $122 billion - across multiple asset classes.
90+ implementation professionals, including 20 in the global transition management team who average 13 years of experience.
A proven transition track record of over 73% of actual results are within one standard deviation of estimates.
Alignment of interest - Pure agent and fiduciary oversight
We work as a pure agent - never as a principal - which minimises conflicts of interest
Full transparency on costs and charges are provided
Global client case studies
Explore related insights
Transition management
Maximise the performance of assets in transition by reducing unnecessary cost and unrewarded risk.
Interim asset management
Compared to traditional approaches, interim asset management promises both ease-of-use and significant cost savings.
An experienced, well-resourced global team
AUD$122 billion
Assets in transition 2020
26
Global team
members
35+
Years of experience transitioning assets for clients
20+
Traders specialising by asset class and instrument
11 years
Portfolio managers average years of experience
Learn more about our customised portfolio solutions
Trading and execution
Delivering client-centric, flexible solutions while employing the latest advances in technology to find liquidity pools that reduce transaction costs and manage risk.
Overlay services
This is an essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.
Currency management
Our programme can result in a cost effective solution for a core component of your trading and risk management initiatives.
For questions, contact:
Daniel Greyling
Head of Institutional Sales