"We focus on creating the exact exposure required for your portfolio to meet its target."

Nicki Ashton
Head of Strategic Partnership

Customised Portfolio Services

Designed to support in-house investment teams, we have created a suite of services that can be customised in combination or as individual services to achieve the solution to your portfolio needs.

To see the full suite of services and how we have been helping clients visit our

Customised Porfolio Services hub

This site provides further details on how you can extend your capability covering a range of services including:

Exposure Management

Strategies to gain or transform portfolio exposures quickly, cost-effectively and in a risk-managed manner.

Specialty Asset Management

Strategies to help you manage short-term portfolio changes, implement your portfolio more efficiently over the long term or help you manage bespoke mandates.

Execution Management

Strategies aimed to help you attain ongoing best execution by reducing structural and frictional costs associated with implementation.

Related research

The Russell Investments Portfolio Decarbonisation Strategy

In this paper, we review which areas of the market have the highest carbon footprints; evaluate different approaches to ‘decarbonising’ equity portfolios; and present the Russell Investments Decarbonisation Strategy as a unique and transparent approach to materially reduce a portfolio’s carbon footprint without materially impacting performance.
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Why off-the-shelf smart beta can be a blunt tool

Scott Fletcher discusses the risks associated with using off-the-shelf smart beta solutions without careful consideration of the underlying factors that are at play.
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The application of smart beta to currency management

Most of the discussion of smart beta so far has focused on the management of equity portfolios. Keith Brakebill describes how the concept is being extended to currency markets.
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Inside smart beta: Making sense of investment factors

Increasingly, investors are looking for ways to complement active-management investing, which relies heavily on the skill of individual managers. Smart-beta investing offers a systematic approach aimed at balancing investors' exposures. By choosing to invest in smart beta exposures, investors are not necessarily shunning traditional cap-weighted indexes or the principles of active management. In fact, they are looking for a way to optimise the range of active strategies that make up their portfolios.
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