Overlay services

Control cash, currency, or asset class exposures using systematic risk overlay strategies to reduce daily operational burdens and streamline access to market opportunities.

Partner with us

Russell Investments' seasoned specialists provide you with the expertise and resources to design and implement a customised investment framework to improve the visibility and control of the underlying exposures in your portfolio.

Our comprehensive overlay programme brings the resources and experience to help your organisation:

Reduce the
operational burden

 

Improve portfolio risk/return profile

 

Lower
transaction costs

 

Why choose Russell Investments as your overlay portfolio management partner?

Six important factors

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Dedicated specialist team

A dedicated portfolio manager with low client-to-portfolio-manager ratio and access to asset class specialist traders

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Flexible approach

Extended capabilities deliver total exposure management with solutions adapted as your portfolio changes and grows

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Continuous coverage

24-hour multi-asset trading: Asset class specialists cover a network of developed and emerging markets

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FX expertise

Protect your portfolio from currency movements using industry-leading FX platform and specialist FX traders

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Customised solutions

Tailored global futures baskets and OTC expertise to better manage risk and seek improved returns

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Robust risk management

Detailed compliance protocols with separated compliance review and agency-only approach

€62.4 B

Managed in overlay services globally

15

Clients

40+ yrs

Experience in overlay management

13

Dedicated team members

12 yrs

Average industry experience

Source: Russell Investments. Data as of December 31, 2023 unless otherwise noted.

Tech-enabled client solutions

Our global team of overlay specialists is experienced at tackling the more complex and challenging investment problems facing institutional investors using our proprietary technology and systems:

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Proprietary system for aggregating account-level data to enable overlay management

24-hour agency-only global trading desk with specialization by market segment

Proprietary quantitative systems for managing futures tracking error to customizable benchmarks

Seamless integration of physical and overlay trading via trade order management system for more complex solutions

RUSSELL RESEARCH

Insights and research from our key thought leaders

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.

  

Customised Portfolio Solutions

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

PARTNER

WITH US

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

 

Martijn Kuipers

Managing Director, Head of European OCIO and Fund Distribution

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