Centralised management of multi-manager portfolios.
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
Traditional multi-manager portfolios appoint investment managers that provide both the idea generation and implementation of their portfolio allocation.
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.
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.
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.
The simplified management structure can broaden investment manager inclusion and make it easier to screen holdings and apply portfolio customisations, such as stock exclusions to meet ESG requirements.
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.
Source: Russell Investments, for illustration purposes only.
Why Russell Investments for enhanced portfolio implementation?
Utilising 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.
Centralised execution and customisation
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: a powerful tool to implement additional portfolio opportunities
EPI: A powerful tool to implement ESG
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
The use of model investments provided by Russell Investments, based on partnerships with selected global managers, helps optimise portfolio management, potentially reduce costs, and simplify the often complex process of active manager selection and contracting. Our aim is to offer investors more efficient access to diversified investment strategies while navigating the challenges inherent in managing active investments.
An experienced, well-resourced Global EPI team
Experience in EPI
Clients using EPI
130+ dedicated managers
Have used our EPI programme globally
EPI assets managed
Source: Russell Investments, as at 31 December 2022.
Execution services are provided by Russell Investments Implementation Services Inc., member FINRA/SIPC. Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
EXPLORE RELATED INSIGHTS
We used our EPI infrastructure to help The Wales Pension Partnership (WPP) reduce the cost of investment and incorporate environmental, social and governance (ESG) considerations to £2.6 billion of their global assets.
Eliminate complexities and allow for a more cost efficient and transparent way of delivering a multi-manager proposition.
What does this look like in a post-COVID-19 landscape? We explore how an outsourcing model can help meet these needs, creating a more innovative and tailored partnership approach.
Customised Portfolio Solutions
Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.
Managing assets in transition to minimise unnecessary costs and mitigate unrewarded risk.
Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.
An essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.
Improve control of exposures and risk-adjusted returns and reduce the cost of production while keeping your investments precisely aligned to your beliefs without sacrificing the power of a multi-manager approach.
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