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.

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Our suite of services The Russell Investments advantage Related insights Customised Portfolio Solutions Talk to our team

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

6 person pyramid

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

€63.9 B

Managed in overlay services globally

140

Overlay accounts

40+ yrs

Experience in overlay management

Dedicated team members

12 yrs

Average industry experience

Source: Russell Investments. Data as of 31 December 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:

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

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

Proprietary quantitative systems for managing futures tracking error to customisable 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

Customised Portfolio Solutions

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

TRANSITION MANAGEMENT

We assist our clients in managing their investment performance and risks when restructuring their portfolios or asset classes.

INTERIM ASSET MANAGEMENT

Manage cost and smooth the transition between investment managers while maintaining performance, reducing risk and administrative burden.

CURRENCY MANAGEMENT

Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.

TRADING AND EXECUTION

Execution solutions to achieve enhanced returns using the latest advances in technology to find liquidity, reduce transaction costs and manage risk.

COMPLETION PORTFOLIOS

Maximise control of risk-adjusted returns and reduce production cost while aligning investments with your beliefs - all through a multi-manager approach.

ENHANCED PORTFOLIO IMPLEMENTATION

A platform designed for asset managers that combines all advisory models and investment insights into one centrally managed, segregated account.

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.

PARTNER

WITH US

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

Basim Habib

Senior Manager, EMEA Clients Team

+971 4 5787097

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Transition management

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Overlay services

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