A leading investment firm managing retail and institutional portfolios faced a major transition following a corporate acquisition, requiring the integration of 23 mutual funds into its own structure. With a six-week deadline and volatile market conditions, the firm partnered with Russell Investments to manage a global, multi-fund transition spanning 90 markets and 41 currencies.
Key highlights:
- Comprehensive strategy: Unified 23 funds across major asset classes with coordinated execution and clear communication.
- Efficient execution: Over 10,000 trades and 700,000 executions completed within six weeks.
- Collaborative process: Seamless partnership between client and Russell Investments teams across global offices.
- Disciplined adaptability: Maintained market exposure and met client objectives amid volatility.
This case highlights the operational and strategic elements required for large-scale fund transitions. Read the case study to see how a coordinated approach supported a timely, efficient transition process.