Managing portfolios in transition can maximise performance by
reducing unnecessary cost and risk.

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.

Our comprehensive transition management strategy and dedicated resources have the expertise to help you:

  • Minimise unnecessary costs
  • Mitigate unrewarded risk
  • Reduce administrative workload
  • Eliminate performance holidays and maintain accountability

Our suite of transition management services

Transition management

We have the experience and the expertise to help clients manage their risks and maintain the value of investments through periods of portfolio restructuring. With a dedicated portfolio manager, you get accountability and daily interaction as well as robust reporting including customised daily transition updates, post-transition reporting, transaction reporting and attribution coupled with all necessary regulatory and board reporting.

Interim portfolio management

As an interim portfolio manager, we can assume responsibility for the portfolio’s exposure and performance upon manager termination. Trading strategies and risk management techniques exercised throughout the assignment can significantly reduce the toll the transition might have on portfolio value. Just as importantly, we assume the workload from the asset owner, preventing vital resources in the organisation from becoming overly burdened by non-core administrative tasks. As a result, the asset owner often receives active management with reduced risk without paying the active management fees.

Why Russell Investments for transition management?

Three important and key reasons

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Better performance outcomes through creative strategies and quality execution

We approach each event as a short-term asset management assignment, providing consultative insight to find optimal solutions for the unique attributes of each transition.

We source and access liquidity in an unbiased fashion through our multi-venue trading platform which provides breadth and depth of market access. Our strong performance track record across all asset classes demonstrates the value of our approach and process.

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Global transition management experience

In 2022, we managed 133 events and transitioned $76 USD billion.

Our global team includes 90+ implementation professionals including 20 who specialise in transition management¹.

Our proven transition track record is 75% of actual results².

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Alignment of interests and fiduciary oversight

We work as an agent - never as a principal - which minimises conflicts of interest.

As an asset manager, we maintain fiduciary oversight and provide a duty of care to investors as well as full transparency on all costs and changes.

An experienced, well-resourced global transition management team


Assets transitioned in 2022

21 professionals

Transition management specialists around the globe

40⁺ years

Experience transitioning assets for clients

20⁺ traders

All specialising by asset class and instrument

17 years

Transition manager average years of experience

Recent blog posts

Hear from our experts on the issues our clients care about most

risk management

Managing currency risk

Lisa Danino-Lewis, Chief Growth Officer, CLS and Natsumi Matsuba, Senior Trader, Head of FX Trading, Russell Investments discuss how superannuation funds can better manage the risks associated with FX trading while benefitting from operational and liquidity efficiencies.

Managing risk

risk management

How exposed are you? When it comes to risk management, we've got you covered.

Explore the Managing Exposures Knowledge Exchange.

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Customised Portfolio Solutions

Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.

Currency management

Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.

Trading & execution

Execution solutions to achieve enhanced returns using the latest advances in technology to find liquidity, reduce transaction costs and manage risk.

Transition management

An essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.

Completion portfolios

Precisely aligning your portfolio with your strategic beliefs. A powerful tool for an investor allocating to multiple manager strategies.

Oscar Lonergan Corti

We’d love to talk

Please reach out to me directly or send an email to connect.

Oscar Lonergan Corti
Institutional Sales Manager
+61 2 9229 5125

Email Oscar

1 Source: Russell Investments, As of 31 December 2022

2 Past performance is not a guarantee of future results. Russell Investments Transition Management Performance Composites – 5-year composites ending December 2020.