Enhanced Portfolio Implementation (EPI)

Centralized management of multi-manager portfolios.

Overview of benefits EPI structure Our approach Customized Portfolio Solutions Contact us

What is Enhanced Portfolio Implementation (EPI)?

Enhanced Portfolio Implementation (EPI) is a platform designed to address inefficiencies, reduce costs and give greater control for investors who use multiple managers or strategies.

Accomplished by first transforming Investment managers portfolios into advisory models, EPI combines all models and investment insights into one centrally-managed segregated account.

Providing solutions to your daily challenges

Enhanced Portfolio Implementation (EPI) is a platform designed to address inefficiencies, reduce costs and give greater control for investors who use multiple managers or strategies.

However, when managers implement their portion of the portfolio independently from one another this can create additional complexity, cost and operational challenges for the asset owner.

Our solutions provide the opportunity to:

CUSTOMIZE PORTFOLIOS WITH EASE

The simplified management structure can broaden investment manager inclusion and make it easier to screen holdings and apply portfolio customizations, such as stock exclusions to meet ESG requirements.

INCREASE CONTROL AND EFFICIENCY

A central management approach creates operational efficiencies and gives daily visibility and control of the aggregate portfolio back to the client, enabling more informed and quicker decisions. All in a single account.

MAXIMIZE ALPHA PRESERVATION

Consolidating all active trade ideas on one platform with an overseeing manager results in fewer transactions and the avoidance of trades that are deemed immaterial at the total portfolio level; therefore, reducing transaction costs and performance drag.

Re-thinking the traditional structure

Anchored by proprietary technology integration and 15 years of experience, EPI helps investors rethink how to construct multi-manager strategies that unlock new opportunities while recouping unnecessary costs.

Enhanced Portfolio Implementation (EPI) image showing the traditional portfolio structure compared to the EPI structure and its centralized execution and customization

Source: Russell Investments. For illustrative purposes only.

Why Russell Investments for enhanced portfolio implementation?

Utilizing investment models

A proprietary implementation platform designed to access active equity management through advisory models implemented in a single segregated account, rather than multiple segregated or pooled accounts.

Centralized execution and customization

When working within multi manager/strategy, we believe there should be coordination of both physical and currency trades. EPI also considers the tax implications at the total portfolio level.

Single point of control

Manage cash flows, investment manager changes, guideline monitoring, exclusions, reconciliation, transaction reporting – all in the same account with a single instruction point.

EPI is a powerful tool to implement additional portfolio opportunities

ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG)¹

The application of ESG criteria within investment portfolios has gained significant traction in recent years due to increased awareness of sustainability and responsible investing. EPI offers a powerful methodology for aligning investment portfolios with specific ESG mandates, including carbon footprint.

INVESTMENT MANAGER SELECTION

Using model investments provided by Russell Investments, based on partnerships with selected global managers, helps optimize portfolio management, potentially reduce costs, and simplify the often-complex process of active manager selection and contracting. We aim to offer investors more efficient access to diversified investment strategies while navigating the challenges of managing active investments.

¹ Applying sustainability and ESG criteria to the investment process may cause the portfolio to forgo some market opportunities available to portfolios that do not use sustainability criteria. The portfolio performance may at times be better or worse than the performance of portfolios that do not use sustainability criteria.

An experienced, well-resourced global outsourced trading team

18+ yrs

Experience in EPI in 2024

150+

Mandates using EPI

130+

Managers have used our EPI program globally in 2024

$64.9 B

EPI assets managed in 2024

Source: Russell Investments

Recent Insights

Recent Research

Our experts work hard to solve the complex issues our clients encounter.

Our collection of research shows our dedication to solving complex investment problems.

Insights Research

Could the trade war trigger a recession?

See what our central scenario for the U.S. economy is amid heightened trade tensions.

Read the article

Eye on private credit

Where can private credit fit in an institutional portfolio?

Amid changing investor sentiment in equity and fixed income markets, is now a good time for institutions to consider allocating to private credit?

Our recent thoughts

Outsourced CIO

Doing more with the same: The power of OCIO

The budget team you've been given to manage your investment program is likely etched in stone. But the workload on your plate may be staggering. How can you make the most of your finite resources?

Read the article

All Insights

All Research

Customized Portfolio Solutions

Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.

Transition Management

We assist our clients in managing their investment performance and risks when restructuring their portfolios or asset classes.

Interim Management

Manage cost and smooth the transition between investment managers while maintaining performance, and reducing risk and administrative burden.

Overlay Services

An essential tool for managing large pools of capital, derivative overlays help manage risk elements and improve performance.

Trading and Execution

Execution solutions to achieve enhanced returns using the latest advances in technology to find liquidity, reduce transaction costs and manage risk.

Currency Management

Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.

Completion Portfolios

Maximize control of risk-adjusted returns and reduce production cost while aligning investments with your beliefs - all through a multi-manager approach.

Implementation resources

QUARTERLY

Trading Report

Q4 2024: Volatility returns

MANAGING EXPOSURES

Knowledge Exchange

How exposed are you? When it comes to risk management, we've got you covered.

INSTITUTIONAL

Trading Calendar

Identify which days in the year have greater potential for elevated risk or reduced market liquidity.

Partner with us

Get in touch with us through this form, and we'll reach out to you.

Lisa Schneider, CFA
Managing Director,
Market Leadership
855-771-2966

About Lisa

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