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 usRussell 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
Dedicated specialist team
A dedicated portfolio manager with low client-to-portfolio-manager ratio and access to asset class specialist traders
Flexible approach
Extended capabilities deliver total exposure management with solutions adapted as your portfolio changes and grows
Continuous coverage
24-hour multi-asset trading: Asset class specialists cover a network of developed and emerging markets
FX expertise
Protect your portfolio from currency movements using industry-leading FX platform and specialist FX traders
Customised solutions
Tailored global futures baskets and OTC expertise to better manage risk and seek improved returns
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:
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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