TRANSITION MANAGEMENT
SOLUTIONS AND SERVICES
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
Why Russell Investments for transition management?
Three important and key reasons
An experienced, well-resourced global transition management team
USD$76b
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.
risk management
How exposed are you? When it comes to risk management, we've got you covered.
Explore the Managing Exposures Knowledge Exchange.
Customised Portfolio Solutions
Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.
Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.
Execution solutions to achieve enhanced returns using the latest advances in technology to find liquidity, reduce transaction costs and manage risk.
An essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.
Precisely aligning your portfolio with your strategic beliefs. A powerful tool for an investor allocating to multiple manager strategies.
Implementation Resources
RISK MANAGEMENT
Managing Exposures Knowledge Exchange
How exposed are you? When it comes to risk management, we've got you covered.
Q2 2023 UPDATE
Quarterly Trading Report
A tale of two different responses to the debt-ceiling saga.
Q4 2023
Institutional Trading Calendar
Identify which days in the year have greater potential for elevated risk or reduced market liquidity.
Partner with us
We'd love to talk.
Please reach out to Richard directly or send an email to connect.
Richard Coia
Director, Large Markets
Email Richard1 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.