Overlay services
Control cash, currency, or asset class exposures using systematic risk overlay strategies to reduce daily operational burdens and streamline access to market opportunities.
Partner with usRussell Investments' seasoned specialists provide you with the expertise and resources to design and implement a customized investment framework to improve the visibility and control of the underlying exposures in your portfolio.
Our comprehensive overlay program brings the resources and experience to help your organization:
Reduce the
operational burden
Improve portfolio risk/return profile
Lower
transaction costs
Our suite of overlay services
Cash equitization
Maintain your liquidity and desired market exposure by using derivative overlay strategies to access equity and/or bond exposures. When cash levels change our turnkey management service adjusts those exposures and handles all downstream aspects of managing those positions.
Policy implementation
A disciplined rebalancing plan helps to manage the drift in exposures from your Strategic Asset Allocation (SAA) over time. With daily oversight of portfolio positioning, our team manages exposures to asset classes via overlay transactions effectively solving cash drag and rebalancing policy issues simultaneously.
LDI and Dynamic
de-risking
As funded situation improves risk tolerance often reduces. An overlay provides a cost-effective and timely implementation of the new target exposures and achieves the desired asset allocation when market opportunity arises. A common form of such a mandate is an LDI glide path which, systematically implements the asset allocation and hedge ratio changes quickly as targets are met.
Downside risk management
Reduce the magnitude of drawdowns in portfolio value from significant market declines. Russell Investments offers risk management tools to support institutional investors in managing and maintaining their exposure to risk over the long term without bearing the full downside risk of major market corrections.
Why choose Russell Investments as your overlay portfolio management partner?
Six important factors
Dedicated specialist team
A dedicated portfolio manager with low client-to-portfolio-manager ratio and access to asset class specialist traders
Flexible approach
Extended capabilities deliver total exposure management with solutions adapted as your portfolio changes and grows
Continuous coverage
24-hour multi-asset trading: Asset class specialists cover a network of developed and emerging markets
FX expertise
Protect your portfolio from currency movements using industry-leading FX platform and specialist FX traders
Customized solutions
Tailored global futures baskets and OTC expertise to better manage risk and seek improved returns
Robust risk management
Detailed compliance protocols with separated compliance review and agency-only approach
$93.5 B
Managed in overlay services globally
140
Overlay accounts
40+ YRS
Experience in overlay management
13
Dedicated team members
12 YRS
Average industry experience
Source: Russell Investments. Data as of December 31, 2023 unless otherwise noted.
Tech-enabled client solutions
Our global team of overlay specialists is experienced at tackling the more complex and challenging investment problems facing institutional investors using our proprietary technology and systems:
Customized Portfolio Solutions
Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.
Russell Investments has been globally recognized for excellence in the investment industry.
We have a proven track record in investment implementation, with scale, client satisfaction, innovative solutions and more than 35 years of experience.
Russell Investments was ranked globally as one of the top 10 managers of factor-based strategies. This ranking is based on worldwide assets under management (AUM) from 58 firms (as of December 31, 2022), where Russell Investments ranked 9th in the 2023 Pensions & Investments' "Special Report: Money Managers."1
For 19 consecutive years, Russell Investments has been ranked as one of the top 10 largest institutional managers of overlay assets. This position is based on U.S. institutional, tax-exempt overlay assets from 27 firms where Russell Investments ranked 3rd (as of December 31, 2022) in the 2023 Pensions & Investments "Special Report: Money Managers."2
RUSSELL RESEARCH
Insights and research from our key thought leaders
PARTNER
WITH US
Get in touch with us through this form and we'll reach out to you.
Chris Wright
DIRECTOR, CANADA INSTITUTIONAL SALES
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