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.

About our solution

Interim asset management

Compared to traditional approaches, interim asset management promises both ease-of-use and significant cost savings.

How to manage exposures

Transition management explained

The benefits of hiring a transition manager, the costs and risks involved in transitioning assets and how to mitigate them.

About transition management

Pandemic volatility spurs renewed focus on transition management

How can investors control the risks associated with transitioning assets from a legacy allocation to a new strategy?

Pensions Expert Roundtable

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.

Watch our brief video featuring our trading capabilities.


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.

View our awards

trading and execution

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).

trading and execution

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.

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.

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This is an essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.

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Our programme can result in a cost effective solution for a core component of your trading and risk management initiatives.

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For questions, contact Hani:


+971 4 578 7085

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