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.
Russell Investments offers a comprehensive transition strategy and resources with the experience and expertise to help:
- 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 2021, we managed 190 events and transitioned $130 billion – across multiple asset classes
- 80+ implementation professionals, including 20 in the global transition management team who average 14 years of transition management experience
- A proven transition track record of over 74% 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
Transition management
Maximise the performance of assets in transition by reducing unnecessary cost and unrewarded risk.
Interim asset management
Compared to traditional approaches, interim asset management promises both ease-of-use and significant cost savings.
Client case studies
An experienced, well-resourced global transition management team
£61.6 billion
Assets in transition
21 professionals
Global team members
14⁺ years
of experience transitioning assets for clients
23 traders
Specialised by asset class
20+ years
Average years of experience
Source: Russell Investments. Data as at 31 December 2022.
1 Source: Russell Investments, as at 31 December 2021. Transition Management Performance Composites, 5-year composite ending 2021 covering 790 transitions. Past performance does not predict future returns, any forecast, projection, or target is indicative only and not guaranteed in any way. For illustrative purposes only.
Industry leading
When you invest, it's good to know you're among the best. Russell Investments has been globally recognised for excellence in the investment industry.
We have a proven track record in investment implementation, with scale, client satisfaction, and innovative solutions, and more than 35 years of experience.
In 37 out of 42 most recent quarters, Russell Investments Implementation Services, LLC has been ranked as a top-tier broker in Pensions & Investments’ Tradewatch report based on the quality of its trade execution (most recently in P&I’s March 2022 issue).
Russell Investments was named winner of “Fiduciary Management of the Year” at the 2022 European Pensions Awards. Chosen among seven finalists in this category, Pensions Age and European Pensions cited “With reference to impressive case studies, this firm demonstrated how it has boosted client funding levels, won new mandates, heightened its ESG focus, and launched new reporting and online tools”.
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 rise and is not guaranteed. You may not get back the amount originally invested.
Past performance does not predict future returns, any forecast, projection or target is indicative only and not guaranteed in any way.
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