Transition management
Maximise the performance of assets in transition by reducing unnecessary cost and risk.
The challenge
Organisations invest tremendous efforts in setting asset allocation policy, designing asset class structure, and researching and selecting investment managers. However, even the most innovative investment ideas can fail to meet expectations if they are implemented poorly.
A well-planned transition strategy and the right resources can help you to:
- Minimise unnecessary costs
- Mitigate unrewarded risk
- Reduce administrative workload
- Eliminate performance holidays and maintain accountability
Why choose Russell Investments as your transition manager?
Quality of execution - access to both buy and sell-side liquidity
- We source and access liquidity in an unbiased fashion through our multi-venue trading platform
- We offer superior execution delivered with external transaction cost analysis across all asset classes
Transition management experience1
- In 2020 we managed 197 events and transitioned €74 billion - across multiple asset classes
- 90+ implementation professionals, including 20 in the global transition management team who average 13 years of experience
- A proven transition track record of over 73% of actual results are within one standard deviation of estimates
Alignment of interest - Pure agent and fiduciary oversight
- We work as a pure agent - never as a principal - which minimises conflicts of interest
- Full transparency on costs and charges are provided
Explore related insights
Maximise the performance of assets in transition by reducing unnecessary cost and unrewarded risk.
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An experienced, well-resourced global team
€74 billion
Assets in transition 2020
20
Global team
members
35+
Years of experience transitioning assets for clients
24
Traders specialising by asset class and instrument
13+ years
Portfolio managers average years of experience
Learn more about our customised portfolio solutions
Trading and execution
Delivering client-centric, flexible solutions while employing the latest advances in technology to find liquidity pools that reduce transaction costs and manage risk.
Overlay services
This is an essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.
Currency management
Our programme can result in a cost effective solution for a core component of your trading and risk management initiatives.
Ready to take the next step? We're here to help.
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Let us know what you'd like to discuss and we'll be happy to connect with you.
Any opinion expressed, 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.
Any past performance figures are not necessarily a guide to future performance.
1 Source: Russell Investments, As of 31 December 2020.
2 The 2018 results were based on responses from 243 global asset owners’ ratings, on the portfolio transitions they mandated and the managers they used in the previous 12-months. Cost performance vs. estimate was rated on a scale from 1 (always missed) to 5 (always beat), with a "3" meaning "usually matched." Therefore, average scores closest to 3.00 are ideal.