Organizations invest tremendous effort 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.
A well-planned transition strategy and the right resources can help you to:
- Minimize unnecessary costs
- Mitigate unrewarded risk
- Reduce administrative workload
- Eliminate performance holidays and maintain accountability
A unique business model, client-centric approach and seasoned team results in more reliable performance and outcomes for your transition. Let us put together a clear, outcome-oriented plan for your next transition. Contact us today.
Implementation services are offered by Russell Investments Implementation Services, LLC., a SEC registered investment adviser and broker-dealer member FINRA / SIPC.
Nothing in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This information is made available on an "as is" basis. Russell Investments Canada Limited does not make any warranty or representation regarding the information.
Information on awards:
CIO 2018 Transition Management Survey – Ranked in overall client satisfaction. In 2018, Russell Investments was ranked as one of the top-five globally in “Overall Client Satisfaction” (ranked 5th) and “Cost Performance vs. Estimate” (ranked 3rd) in Chief Investment Officer’s “2018 Transition Manager Survey”.We were also ranked as one of the top-five globally in the following categories: Percentage of “Extremely Satisfied” Clients (ranked 5th), Transition Complexity (ranked 5th), and Disclosure of Performance vs. Benchmarks (ranked 4th). The 2018 results were based on responses from 243 global asset owners’ ratings, on the portfolio transitions they mandated and the managers they used in the previous 12-months. Cost performance vs. estimate was rated on a scale from 1 (always missed) to 5 (always beat), with a “3” meaning “usually matched.” Therefore, average scores closest to 3.00 are ideal. Source: Chief Investment Officer. (2018, October). “2018 Transition Management Survey”. Available at: https://www.ai-cio.com/surveys/2018-transition-management-survey/
Transition Management Firm of the Year – European Pensions. In 2018, Russell Investments was named the winner of the “Transition Management Firm of the Year” at the European Pensions Awards. Chosen among five finalists in this category, Pensions Age and European Pensions cited Russell Investments understanding of clients’ needs and the firm’s demonstrated performance and innovation. Russell Investments transitioned $723 billion in assets globally in nearly 700 events in 2017. Blackrock, Citi, Legal & General Investment Management, and Northern Trust were the other finalists competing for this award. The European Pensions Awards honor investment firms, consultancies and pension providers across Europe that have set the professional standard in serving European pension funds. 2018 award: European Pensions “11th annual European Pensions Awards”, June 21, 2018. Please contact Russell Investments for full details of the award. firstname.lastname@example.org.
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First used: April 2019 [EXP - 04-2020]