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.

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 2018 we managed 235 events and transitioned £86 billion - across multiple asset classes
  • 70 implementation professionals, including 26 in the global transition management team who average 11 years of experience
  • A proven transition track record of over 74% 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
Watch our brief video featuring our trading capabilities

An experienced, well-resourced global team

£86 billion

Assets in transition 2018

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

A recognised leader in transition management

Top ranked overall client satisfaction

Russell Investments was ranked as one of the top-five globally in “Overall Client Satisfaction” in Chief Investment Officer’s “2018 Transition Manager Survey."2



2018 Winner Transition Management Firm of The Year

Transition management firm of the year

The judges unanimously felt that we were a clear winner in this category. 'Russell Investments understands the needs of its clients in this space, and demonstrated performance and innovation' - Pensions Age and European Pensions.

Top ranked cost performance vs. estimate

For the sixth year in a row, Russell Investments was ranked as one of the top-five globally in “Cost Performance vs. Estimate” in Chief Investment Officer’s “2018 Transition Manager Survey."2

For questions, contact Martijn:

Martijn Kuipers 
MANAGING DIRECTOR
BENELUX AND NORDICS

+31 20 567 4055

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Learn more about our implementation solutions

Outsourced trading

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 program can result in a cost effective solution for a core component of your trading and risk management initiatives.

Any opinion expressed, is not a statement of fact, is subject to change and does not constitute investment advice.

The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.

Any past performance figures are not necessarily a guide to future performance.

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