Trustee Exchange where your conversations count
Fireside chat series Trustee lounge Webinars and Insights Contact our team

What is the Trustee Exchange?


Russell Investments Trustee Exchange is a new forum designed to bring trustees together to connect, share insights and learn from peers across the industry.

Through a series of webinars, content, research and exclusive dinners, the Trustee Exchange will offer practical perspectives, thoughtful discussion, and valuable opportunities to engage with fellow trustees on the key challenges and opportunities shaping our work today.

Trustee lounge

 

Our regional trustee lunches are designed to bring you together with peers from across the industry in a relaxed, informal setting. These gatherings offer a valuable opportunity to connect, exchange perspectives, and explore the challenges and opportunities shaping today’s trustee landscape.

Held under Chatham House rules, the lunches create a trusted environment for open and candid conversation, allowing you to share insights and learn from others’ experiences with confidence.

Flexibility: A Strategy Built for Choice

As UK DB schemes refine their long-term strategy, the ability to adapt has never been more important. Join Russell Investments as we explore how we're building flexible portfolios that can pivot between different endgame options as scheme circumstances evolve — including insurance, consolidation and run-on — helping trustees preserve choice and navigate an increasingly uncertain investment landscape

Tuesday 13 - Thursday 15 October

Event: Pensions UK Annual Conference   
Location: LEX Liverpool   
Visit us at stand H12 where we’ll be exhibiting at the Pensions UK Annual Conference to discuss the topic of Flexibility: A Strategy Built for Choice.

Tuesday 3 November

Time: 12:00pm - 2:30pm  
Location: London 
Venue: 14 Stories, 120 Fenchurch St, London, EC3M 5BA

Register your interest

Fireside chat series

 

Our fireside chat webinar series brings together trustees and industry experts to explore the issues that matter most right now. Each session focuses on topics at the forefront of trustees’ minds, offering practical perspectives and real-world insights in a conversational format.

Designed to fit easily into your schedule, each webinar is just 30 minutes long and includes the opportunity for you to submit questions directly to the speakers.

 

November

Open Architecture: Expanding Choice and Transparency

This session explores the benefits of an open architecture approach when outsourcing, focusing on greater diversification, improved transparency, and more effective management of potential conflicts of interest.

Host: George Greenslade, Russell Investments

Speakers: Simon Partridge, Russell Investments & another speaker to be announced.

 

Register your interest
RECENT INSIGHTS
RECENT RESEARCH
Insights Research

Why open architecture in OCIO matters

The extent to which schemes are looking to stay invested for longer

The question for trustees is no longer simply about scale or execution capability, but how effectively they can access the full breadth of investment opportunities.

Read post

Run-on, run-off or something else?

Could Pension Schemes Bill surplus flexibilities allow more schemes to run-on?

On 11 September, Professional Pensions assembled a panel of experts to discuss government moves on easing restrictions on how scheme surpluses are used.

Recent Insights

Investing for surplus extraction and run-on

The extent to which schemes are looking to stay invested for longer

At the end of March, Professional Pensions assembled a panel of experts to discuss the issue of surplus extraction and run-on.

Read article

Trustee Insights

Explore case studies to find out how we partner and develop solutions for clients of all sizes.

Fireside Chat Webinar Series

Watch on-demand webinars to explore the issues that matter most right now.

Contact our team

Headshot of John Roche

Simon Partridge 

Head of UK Fiduciary Management

Send email
Headshot of Patrick Morelli

George Greenslade

Manager, UK Institutional

Send email
Headshot of Mark Collins

Richard Bagshaw

Director, UK Institutional

Send email
Headshot of Sara Schumacher

Aqib Merchant

Associate Director, EMEA Clients Team

Send email

Any statements of opinion expressed within this publication are that of Russell Investments and are current at the time of issue. The information and opinion given in this publication is given in good faith. All opinions expressed are subject to change at any time. Russell Investments nor any of its staff accepts liability with respect to the information or opinions contained in this publication.

All investments carry a level of risk and do not typically grow at an even rate of return and could experience negative growth.

Any past performance results should not be seen as a guide to future returns. Any scenarios presented are an estimate of future performance based on evidence from the past on how the value of an investment varies and are not an exact indicator.

In EMEA this content is suitable for Professional Clients Only.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

On July 2, 2026, Russell Investments Group, Ltd. (“Russell Investments”) entered into a definitive agreement and plan of merger (the “Transaction”) pursuant to which Russell Investments will be acquired by a consortium led by B Capital Group Management, L.P. that includes California Public Employees Retirement System. The Transaction is expected to close by the end of Q1 2027, subject to the receipt of regulatory approvals and other customary closing conditions.

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.

Issued by Russell Investments Limited. Company No. 02086230. Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone +44 (0)20 7024 6000. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN.

© Russell Investments Group, LLC. 1995-2026. 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.