SEAMLESS

Maximize the performance of assets in transition by reducing unnecessary cost and risk.

Transition management

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

Why Russell Investments for transition management?


Using quantitative asset management disciplines, we focus on market exposure, portfolio structure and trading efficiency to the short, yet critical, period of portfolio restructuring.


Our unique approach encourages transparency, aligns interests and maximizes risk-adjusted performance over short or long periods of change.


The experience and expertise to help clients manage their risks and maintain the value of investments through periods of portfolio restructuring.


Entrusted to manage transitions for over US$114 billion in global equity and fixed income portfolios in 2018,

Delivering unparalleled transition management benefits

As an investment manager, we provide genuine fiduciary oversight that fully aligns with our client's needs. Monitoring and governance of the process ensures full accountability to our clients.
As a pure agent, our approach provides independence – there is no association with a proprietary book.  As such, there are no undisclosed sources of revenue - we fully disclose all our fees. Always. We seek the best solution on your behalf with fewer conflicts of interest than other business models.
Our multi-venue trading provides access to both buy and sell side liquidity as well as the ability to seek the best real-time, global execution. We excel at global restructures across asset classes and can bring that experience to bear for even simple events.
Short-term transition projects require significant resources. As the project and risk manager, we operate as an extension of your staff, with decades of experience and ample resources to manage your event to a successful outcome.
Watch our brief video featuring our trading capabilities

A client-centric service model

With a dedicated portfolio manager to guide you through this complicated and risky period of change, you get accountability and daily interaction from your key point of contact.
Robust reporting and communication including customized daily transition updates, post-transition reporting, transaction reporting and attribution coupled with all necessary regulatory and board reporting.

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.

 

An experienced, well-resourced global team

35+

Years of experience transitioning assets for clients

US$114 billion
Assets in transition 2018

26

Global team 
members

20+

Traders specializing by asset class and instrument

11 years

Portfolio managers average years of experience

A recognized 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."1

Transition management firm of the year

Russell Investments was named the winner of the “Transition Management Firm of the Year” at the 2018 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.

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."1

Learn more about our implementation solutions

Currency
management

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

Currency solutions

Overlay
services

This is an essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.

Overlay solutions

Transition
management

We have helped clients manage their risks and investment performance when restructuring their portfolios or asset classes for over 25 years.

Transition solutions

 

Ready to take the next step? We're here to help.

For questions, contact Sho:

Shoghig
Kulidjian
 
/ DIRECTOR
INSTITUTIONAL SALES

866-737-2228

Ask a question

You have unique challenges. If you have questions, please share them with us. We’d be happy to fill in the details on the topic that interests you.

Ask a question now

Request a meeting

We'd be honoured to work with you. Let us know what you'd like to discuss and we'll be happy to connect with you.


Request a meeting now

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. russelltorontoinstitutional@russellinvestments.com.

Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.

Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments’ management.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand. Copyright © 2019.

Russell Investments Canada Limited. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.

First used: April 2019 [EXP - 04-2020]
INST-00969


Site preferences