Case study: Internal resource constraints when client merges funds

2025-11-04

Russell Investments

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A leading institutional asset manager overseeing more than $50 billion in assets for a broader public-sector investment program faced the challenge of unifying two legacy public-sector funds into a single, sophisticated investment platform. Partnering with Russell Investments helped the client harmonize operations, enhance efficiency, and manage portfolio complexity amid limited internal capacity.

Key highlights:

Streamlined integration: Unified investment platforms, governance, and operational systems.
Efficient transitions: Delivered $22 million in savings within 18 months.
Quantitative strategy support: Enabled over 100 basis points of annualized excess return.
Infrastructure expansion: Built a scalable U.S. utilities portfolio within an $11 billion infrastructure program.

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