Control cash, currency, or asset class exposures using systematic risk overlay strategies to reduce daily operational burdens and streamline access to market opportunities.
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:
Improve portfolio risk/return profile
Our suite of overlay services
Cash is necessary for liquidity purposes. Our solution converts cash exposures to equity and/or bond exposures using derivatives, adjusting for total cash holdings on a daily basis. Our turnkey management service adjusts exposures and handles all downstream aspects of managing those positions.
A disciplined rebalancing plan helps to manage the drift in exposures from your Strategic Asset Allocation (SAA) over time. With daily oversight of portfolio positioning, our team manages exposures to asset classes via overlay transactions effectively solving cash drag and rebalancing policy issues simultaneously.
As funded situation improves risk tolerance often reduces. An overlay provides a cost-effective and timely implementation of the new target exposures and achieves the desired asset allocation when market opportunity arises. A common form of such a mandate is an LDI glide path which, systematically implements the asset allocation and hedge ratio changes quickly as targets are met.
Reduce the magnitude of drawdowns in portfolio value from significant market declines. Russell Investments offers risk management tools to support institutional investors in managing and maintaining their exposure to risk over the long term without bearing the full downside risk of major market corrections.
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.
Extended capabilities deliver total exposure management with solutions adapted as your portfolio changes and grows.
24-hour multi-asset trading: Asset class specialists cover a network of developed and emerging markets.
Protect your portfolio from currency movements using industry-leading FX platform and specialist FX trader.
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.
Dedicated team members
Managed in overlay services globally
Average industry experience
Quoted figures above are as of 31 March 2023.
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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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.
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.
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.
Enhanced Portfolio Implementation is a platform designed for asset managers which combines all advisory models and investment insights into one centrally managed segregated account.
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