Customised Portfolio Services

Drawing on our multi-asset capabilities, we have designed a suite of services that can be customised in combination or as individual services to deliver portfolio solutions for superannuation and investment funds to extend their inhouse resources.

We have partnered with Funds to help reduce investment management costs, enhance returns, access discrete factor exposures more precisely and reduce portfolio risks. We have a collection of case studies that showcase the practical application and benefits of our services.

See the benefits our services have provided to others.

Connect with a Russell Investments specialist to discuss your objectives.

Speak to a Consultant

All Services

To learn more about our customised portfolio services, select from our suite of services below.


































Case study & Papers

Global share fund uses CPM to improve efficiency

When this asset manager wanted to improve efficiency in its geared international shares portfolio, it chose Russell Investments' CPM solution. As well as reducing turnover and trading costs, the move has also delivered better performance, efficiency and control - while retaining the individual insights of seven managers.

43%

less stock turnover since inception7

22bps

saved in trading fees since inception8

Additional alpha captured9

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£7b pension scheme seeks cash management solution

A large corporate UK pension scheme, manages a portfolio with 70/30 strategic allocation to growth/defensive assets. While the scheme does not have a strategic allocation to cash, it is often exposed to large cash balances due to uncertainties of upcoming cash requirements and fluctuations in realised gains and losses. Russell Investments helped the pension fund generate extra returns over the long term by avoiding cash drag on its large cash holdings.

£8.4m

generated by strategy in 2014

£58m

average holding of cash in 2014

£18.5m

cumulative returns over

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CPM improve global shares efficiency after tax

A multi-billion dollar Australian multi-asset portfolio manager wanted to invest in a diversified global shares portfolio with a focus on investors' after-tax outcomes. While global shares form a significant proportion (20-40%) of a typical Australian superannuation fund's asset allocation, very few global shares providers managed their portfolios with a focus on after-tax outcomes from an Australian investor's perspective.

4.2%

p.a excess returns
after-tax.15

50%

reduction in stock turnover16

Reduced alpha volatility with diversified manager styles17

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$3.5b of fixed income assets transitioned for major super fund

When a government super fund was seeking to significantly change its total portfolio exposure, it chose Russell Investments' implementation services team to manage the transition. This risky and highly complicated process had multiple moving parts, including terminating five existing mandates to four new managers. The Russell Investments team executed the complex transition efficiently, while protecting investment performance and without freezing any assets. The successful transition has saved the fund significant transaction costs and reduced its exposure to unnecessary risk.

15

currencies managed through FX overlay

$987m

managed through
in-specie trading>

95%

of model portfolio sourced

Read Paper

Speak to a Consultant

For a confidential discussion about your objectives, connect with a
Russell Investments specialist below.

Nicki Ashton

Nicki Ashton

HEAD OF STRATEGIC
PARTNERSHIPS

+61 2 9229 5521

Email Nicki

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